Episodes

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.

Monday Sep 28, 2020
Episode #3: How to Prove Your Firm is Not a Body Shop
Monday Sep 28, 2020
Monday Sep 28, 2020
How to position your firm in its marketplace is strategically important. Learn how to position yourself well in your market, which is a critical way to determine the strength of your value proposition.

Monday Sep 21, 2020
Episode #2: Seven Mistakes to Avoid when Selling your Firm
Monday Sep 21, 2020
Monday Sep 21, 2020
There are 7 common mistakes made when trying to sell a professional services firm. Learn how this theory is proved and how to avoid making these mistakes.

Wednesday Sep 09, 2020
Episode #1: The Difference between a Happy and an Unhappy Exit
Wednesday Sep 09, 2020
Wednesday Sep 09, 2020
Step 1 in selling a professional services firm is knowing why you are selling, before you sell. Learn from an owner who figured this out and executed a massively successful exit.