Episodes

Friday Jun 17, 2022
Friday Jun 17, 2022
A strong market position can indicate excellent competitive positioning. On this episode, Marc Weiss, CEO of Management One, shares how he positioned his firm for a successful exit with an unconventional buyer.

Friday Jun 10, 2022
Friday Jun 10, 2022
Labor is the biggest expense for a boutique and has the biggest impact on profitability. On this episode, we interview Jeff Pedowitz, President & CEO of The Pedowitz Group to discuss how they creatively redesigned their organization to solve increasing pricing pressures.

Friday Jun 03, 2022
Friday Jun 03, 2022
Invest in your marketing and let your customers come to you. On this episode, we interviewed Ali Schwanke, CEO & Founder of Simple Strat to share how they elevated their inbound marketing strategy and improved win rates.

Friday May 27, 2022
Friday May 27, 2022
The quality of the leadership team paramount as professional services firms grow, scale, and exit. On this episode we speak with Matt Rosen, Founder and CEO at Allata. He shares how he structured his executive team to replicate himself, develop a succession plan and spend time working on the vision of the future.

Friday May 20, 2022
Friday May 20, 2022
The engagements you sell determines your market position and the team needed to deliver your service. On this episode Cynthia Klint, CEO at BRC shares how she leverages specialists to deliver client engagements and increase sales.

Friday May 13, 2022
Friday May 13, 2022
The cultural fit of employees, clients, and a potential acquirer are all critical to the success of the firm. On this episode Bart Bartlett, CEO at DemandZEN shares how he instills the core values of the firm with his remote team.

Friday May 06, 2022
Friday May 06, 2022
As professional services firms scale, the development of new service offerings is critical to staying relevant with your clients. On this episode, we hear from Marc Cooper, President and Partner at Junction59 to learn how his firm uncovers new client needs and develops new service offerings.

Friday Apr 29, 2022
Friday Apr 29, 2022
Firms that focus on delivering a great client experience along with their high-quality work reach scale. On this episode, we interview Bart Mroz CEO at SUMO Heavy Industries to discuss the client experience and trust-building to develop long-term client relationships.

Friday Apr 22, 2022
Friday Apr 22, 2022
There is a direct correlation between employee loyalty and the valuation of a professional services firm. On this episode, we interview Renée Safrata, CEO & Founder of Vivo Team to discuss employee loyalty and the invisible balance sheet.

Friday Apr 15, 2022
Friday Apr 15, 2022
As a firm scales, it must make a significant change to its sales strategy. On this episode we interview Ken Yager of Newpoint Advisors to understand how he invested in business development, coaching, and training to scale his firm.