Episodes
Friday Jan 26, 2024
Friday Jan 26, 2024
In this session, we delve into the pivotal function management meetings serve during the intricate
process of selling a firm. We'll explore how these gatherings can effectively showcase the company's
strengths, address potential concerns, and foster a sense of trust and transparency with prospective
buyers.
Attendees will learn from Collective 54 Member Matt Rosen, Founder & CEO at Allata, how to
leverage management meetings to not only impress buyers but also to secure a favorable sale outcome.
Friday Jan 19, 2024
Friday Jan 19, 2024
Join Collective 54 Member Andrea Fryrear, CEO and Co-Founder at AgileSherpas, to learn how to make
growing revenues easier by implementing content driven inbound marketing.
In this session you will learn what real content marketing is- why it works, how it is different than fake content marketing, how to engage an audience, create compelling content, use tech to scale, how content marketing scales a founder’s impact exponentially, ways to convert time wasted creating thought leadership into time well spent generating revenue, and ways to get started.
Friday Jan 12, 2024
Friday Jan 12, 2024
In this session, discover the inside track on how small service firms can punch above their weight and
land lucrative government contracts. Join Collective 54 Member Paul Karch, Founder at Gardant Global,
as he guides you through strategic partnerships with large contractors, providing the roadmap to
navigate the complexities of government procurement processes. Learn the secrets to leveraging these
alliances for growth, stability, and success in the public sector marketplace.
Friday Jan 05, 2024
Friday Jan 05, 2024
In this insightful case study, we delve into the remarkable journey of a nimble 10-person professional
service firm as they navigate the complexities of selling their business to a 300-strong industry leader.
From leveraging their specialized expertise to fostering a culture that resonated with their larger
counterpart, Bart Mroz, Engagement Lead at ITX Corp., shares the key steps their small firm has taken to
position themselves as an indispensable asset, paving the way for a merger that promises to be a win-
win for all parties.
Friday Dec 22, 2023
Friday Dec 22, 2023
In this session, join Collective 54 member John Kearney, Founder at The Buyer’s Way, as he discusses
how to build compensation plans for the sales function inside a boutique pro serv firm. He will share
how the comp plans need to change as a firm migrates from founder-led sales to a part-time sales force
to a mature fully function commercial sales team. Learn how to figure out how much to pay, the proper
split between salary and commission, the measures to pay commission on, and the costly mistakes to
avoid.
Friday Dec 15, 2023
Friday Dec 15, 2023
Embarking on the journey of selling your firm can be as complex as it is exciting. In this session, join
Collective 54 member Jay Smith, Vice President of Sales at Integris IT, as he helps demystify the due
diligence process, ensuring you navigate these critical waters with confidence. From legal audits to
financial analysis to customer references and employee satisfaction reviews, we delve into the essential
steps every seller should undertake to secure a transparent and advantageous deal.
Friday Dec 08, 2023
Friday Dec 08, 2023
Attend this session as Collective 54 member Tony Amador, Co-Founder & Chief Client Officer at Proxxy,
outlines the crucial steps for a small service firm to reposition its value proposition based on actual
client needs and desires. This session discusses the importance of listening to client feedback, extracting
actionable insights, and then applying them to refine the firm’s strengths and offerings.
Friday Dec 01, 2023
Friday Dec 01, 2023
Many professional service firms foolishly think the path to scalability is to become a software company. However, founders of service firms make more money than founders of software firms, generate more wealth for themselves at exit, and succeed much more often.
Attend this session and learn from Collective 54 member Nathan Kievman, Co-Founder and CEO at Linked Strategies, on how you can avoid making the devasting mistake of trying to become a software company.
Friday Nov 24, 2023
Friday Nov 24, 2023
Generative AI is transforming the professional services industry, lifting productivity levels to heights thought unobtainable. Interacting with large language models has become a required core competency. This is best done via prompt engineering.
Attend this session and learn what prompt engineering is from Collective 54 member, Stephen Straus, Managing Director at KUNGFU.AI, together with their Principal Machine Learning Engineer, Numa Dhamani.
Thursday Nov 09, 2023
Episode 147 – How to Recover from the Unexpected Departure of a Key Employee
Thursday Nov 09, 2023
Thursday Nov 09, 2023
Small service firms are overly dependent on a few key employees. The departure of one can cause much pain for the Founder and impede the progress of the firm, especially if it was unexpected.
Attend this session and learn from Collective 54 member, Phillip Acosta, CEO at GuROO LLC, on how you can prevent this trouble from stinging you.