Episodes

Friday Jul 16, 2021
Episode #40 – What No One Tells You About Failed Attempts to Exit
Friday Jul 16, 2021
Friday Jul 16, 2021
A top reason owners fail to exit is a decline in performance during the process of selling the firm. On this
episode, we discuss how to avoid making this mistake.

Friday Jul 09, 2021
Friday Jul 09, 2021
As your boutique professional service firm scales, recruiting shows up on the list of priorities. The days
of recruiting from your personal network are over and the ability to recruit at scale separates the
winners from the losers.

Friday Jul 02, 2021
Episode #38 – How to Market and Sell Like a Pro
Friday Jul 02, 2021
Friday Jul 02, 2021
Founders of boutiques can increase their rate of growth by professionalizing their marketing and sales
approach. On this episode, learn the fundamental building blocks to professionalize your sales and
marketing efforts.

Friday Jun 25, 2021
Friday Jun 25, 2021
Founders of boutiques often mistakenly equate number of employees with success. However, lots of
employees signals a poorly run firm. On this episode, we make the case for fewer employees and
illustrate the impact to profitability.

Friday Jun 18, 2021
Episode #36 – The 3 Commandments of Service Design
Friday Jun 18, 2021
Friday Jun 18, 2021
There are 3 commandments of service design. The service offering is how they deliver value to the client and designing it correctly is a mission-critical task. On this episode, we discuss how to re-think service design and delivery to accelerated profits.

Friday Jun 11, 2021
Episode #35 – How to Prevent Greed from Stopping Your Exit
Friday Jun 11, 2021
Friday Jun 11, 2021
Greed, if left unchecked, can get in the way of a successful exit. On this episode, we discuss a framework
to help you keep greed from sinking your deal.

Friday Jun 04, 2021
Episode #34 – What to Do When Clients Do Not Recognize Your Brillianc
Friday Jun 04, 2021
Friday Jun 04, 2021
There is a difference between quality work and a great client experience. Firms that add a great client
experience to high-quality work reach scale, and those who do not, stay small lifestyle businesses. On
this episode, we discuss the importance of the client experience.

Friday May 21, 2021
Episode #33 – A Practical Guide to Monetize Professional Services
Friday May 21, 2021
Friday May 21, 2021
Boutiques constrain their growth by thinking too narrowly about monetization. They often think there is only one way to charge and only a couple of revenue sources available to them. We discuss the 9 common ways to make money in the professional services industry.

Friday May 14, 2021
Episode #32 – The Anatomy of the Buy vs. Build Decision
Friday May 14, 2021
Friday May 14, 2021
To sell your firm you must prove to a buyer that buying your firm is a better move than building the practice internally. We review a framework to help you think through the buy vs. build decision from the perspective of an investor.

Friday May 07, 2021
Episode #31 – 5 Ways to Remain Relevant to Your Clients
Friday May 07, 2021
Friday May 07, 2021
Scaling a boutique requires new service offerings. Firms that keep bringing the same thing to clients,
over and over, stall out due to client fatigue. Building a system to continuously listen to clients and
develop new offerings is key.