Episodes

Friday Jan 28, 2022
Friday Jan 28, 2022
There are 5 competitors’ boutique professional services firms must defeat to grow. On this episode, we interview Mark Riggs, CEO and Lead Strategist for Pemberton.

Friday Jan 21, 2022
Episode #58 – Rate of Growth: The Ultimate BS Detector – Member Case
Friday Jan 21, 2022
Friday Jan 21, 2022
Your rate of growth is your most important number. It is more important than the size of your firm. It is more important than your client roster, and it is more important than your service offerings. On this episode, we interview Darren Isaacs, Co-Founder and CEO, and Paul Emery, Co-Founder at Makosi.

Friday Jan 14, 2022
Friday Jan 14, 2022
Boutiques often suffer from an identity crisis, and this makes scaling harder than it needs to be. On this episode, we discuss life cycle with Chris Rozum, Founder & CEO, of Insite Managed Solutions, LLC.

Friday Jan 07, 2022
Episode #56 – Cash Flow: Where to Find the Cash to Scale – Member Case
Friday Jan 07, 2022
Friday Jan 07, 2022
Boutiques run on cash flow, not Net Income or EBITDA. On this episode, we interview William Lieberman, Managing Partner of The CEO’s Right Hand. William provides outsourced financial, CFO, and accounting services to clients that are growing or scaling.

Friday Dec 17, 2021
Friday Dec 17, 2021
There are 7 common mistakes made when trying to sell a professional services firm. On this episode, we interview TK Herman, President and Co-Founder of Aptera, a focused IT consultancy and managed services provider.

Friday Dec 10, 2021
Friday Dec 10, 2021
There are two sales tools that allow boutique founders to win bigger, faster, and more often. On this episode, we discuss these tools with Nate Kievman, CEO of Linked Strategies.

Friday Dec 03, 2021
Episode #53 – Leverage: How to Work Less and Make More – Member Case
Friday Dec 03, 2021
Friday Dec 03, 2021
Boutique firms often grow but do not scale. On this episode, we discuss this counter intuitive theory by interviewing Lawrence King, CEO of Headstorm to learn how improved leverage increases incomes and wealth.

Friday Nov 19, 2021
Friday Nov 19, 2021
The first step in selling a professional service firm is knowing why you are selling, before you sell. On this episode, we interview Renzi Stone, Chief Executive Officer and founder of Saxum to learn about the important questions to consider when thinking of selling your firm.

Friday Nov 12, 2021
Friday Nov 12, 2021
Scaling a boutique professional services firm requires capital and not all capital is the same. On this episode, we interview Josh Miramant, Founder and CEO at Blue Orange Digital to learn about the three sources of scale capital.

Friday Nov 05, 2021
Episode #50 – Are you Losing to “Do Nothing” – Member Case
Friday Nov 05, 2021
Friday Nov 05, 2021
Boutiques professional services firms lose more deals to a competitor we call “Do Nothing” than any
other competitor. On this episode, we interview Beth Trejo, the CEO and Co-Founder of Chatterkick on
how to overcome this competitor.