Episodes
Friday Dec 11, 2020
Episode #13- A DIY Approach to Raising Growth Capital
Friday Dec 11, 2020
Friday Dec 11, 2020
Scaling a boutique takes money. This type of money is called scale capital. There are three primary sources of scale capital. Each has a set of advantages and disadvantages. Which is best for you is highly situational. And all work well when applied correctly. If raising scale capital makes you uncomfortable, do not attempt to scale. Many people are happy with lifestyle businesses.
Friday Dec 04, 2020
Episode #12- Designing Your Organization to Enable Your Exit
Friday Dec 04, 2020
Friday Dec 04, 2020
The perceived difficulty, or ease, of integrating your boutique will affect your sale. Understand the org
model of the type of firms who might buy you. Redesign your model to be seamlessly integrated if
bought. This will increase the chances of exiting.
Friday Nov 20, 2020
Episode #11-Earn Your Earn Out
Friday Nov 20, 2020
Friday Nov 20, 2020
Most acquisitions fail. The primary reason for failure is poor culture fit. Do not hide your culture. Lead
with it. You want your sale to be successful. Therefore, you need to find a buyer who fits your culture.
Friday Nov 13, 2020
Episode #10- Do You Have a Bankable Team?
Friday Nov 13, 2020
Friday Nov 13, 2020
Acquirers buy teams first, and firms second. The quality of the management team is of major
importance to the buyer. It can take years to develop a bankable team. Think like an investor. Would
you bet the farm on your team?
Friday Nov 06, 2020
Episode #9 - A Little Known Secret: How Employee Loyalty Drives Up Valuation
Friday Nov 06, 2020
Friday Nov 06, 2020
You compete in two markets. The market for clients. And the market for employees. As much effort
needs to be put into employees as into clients. Owners of boutiques work for the employees, not the
other way around. Would you want to work for you?
Friday Oct 30, 2020
Friday Oct 30, 2020
Transitioning away from a Partner Led sales model to a commercial sales engine is a key to creating wealth for owners of professional services firms. Learn how in this episode.
Friday Oct 23, 2020
Friday Oct 23, 2020
You have more intellectual property than you think, and you can monetize it. Learn how to monetize your intellectual property.
Friday Oct 16, 2020
Episode#6: Transform Income into Wealth
Friday Oct 16, 2020
Friday Oct 16, 2020
All revenue is not good revenue. You will learn that some types of revenue create more wealth for owners than others.
Friday Oct 09, 2020
Friday Oct 09, 2020
A key to attracting a buyer to purchase your firm is your ability to prove you have healthy client relationships. Learn how to convert client relationships into appreciating assets on a balance sheet.
Friday Oct 02, 2020
Episode#4: Rate of Growth – The Ultimate BS Detector
Friday Oct 02, 2020
Friday Oct 02, 2020
Your rate of growth is your most important number. Learn why it is more important than your size, client roster, and service offerings.