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The Podcast that will help you grow, scale, and exit your professional services firm.
Episodes
Friday Mar 29, 2024
Friday Mar 29, 2024
In this episode, we delve into the remarkable journey of Collective 54 Member, Dave Makerewich, Founder & President at Maven, who transitioned from being a client to establishing a thriving boutique professional service firm. Discover how his firsthand experience as a client shaped his understanding of the industry's needs and fueled his entrepreneurial spirit. Through insightful anecdotes and lessons learned, uncover the unique challenges and triumphs of building a business from a client's perspective.
Friday Mar 15, 2024
Friday Mar 15, 2024
In this session, Collective 54 Member Tom Zucker, President at EdgePoint Advisors, and Greg Alexander review recent research from over 200 acquirers that suggests the 5 attributes that make a firm an attractive acquisition target, and the 4 attributes that scare acquirers away. The research quantifies how “attractiveness” drives up valuations and how you can increase the worth of your firm.
Friday Mar 08, 2024
Friday Mar 08, 2024
In this session, Collective 54 Member Andrew Thompson, CEO and Co-Founder at Notch Partners, LLC, together with their Head of Business and Financial Services, Jeff Weathers, will share how it is never too late to get serious about converting a lifestyle firm into a scalable boutique. This session will discuss the use of a dedicated task force to make up for lost time and how it can restart the boutique lifecycle clock. You will learn the who, what, when, where, why, and how to invest in a dedicated task force inside a small service firm to get back on track.
Friday Mar 01, 2024
Friday Mar 01, 2024
In this session, Collective 54 Member William Lieberman, Managing Partner at The CEO’s Right Hand, and Greg Alexander, simplify the financial jargon surrounding a boutique professional service firm's Profit and Loss (P&L) statement. Join us as we decode revenue, expenses, EBITDA and net income, offering insights applicable to any member, regardless of their financial expertise. Whether you're a consulting firm, marketing agency, systems integrator or another type of small service firm curious about financial matters, this exploration into the world of P&L statements provides valuable insights into understanding and interpreting financial health.
Friday Feb 23, 2024
Friday Feb 23, 2024
Join Collective 54 Member Michael Ivie, Managing Partner at Phyton Consulting, and learn how his firm got to $3 million per month in revenue before their second birthday, crashed because of a Black Swan event, and executed a world class recovery, emerging stronger than ever. This session will help members identify risk, in all its forms, and develop a risk mitigation strategy to bullet proof their firms.
Friday Feb 09, 2024
Friday Feb 09, 2024
In this session, Collective 54 Member Jamey Harvey, CEO at Agilian, will share how he addressed one of the biggest risks for small service firms- client concentration. Items discussed will be benchmarks to measure client concentration, an early warning detection system, the impact on strategy client concentration should have on your firm, how long it takes to fix the issue, the most successful risk mitigation strategies, and how to prevent client concentration from destroying your firm.
Friday Feb 02, 2024
Friday Feb 02, 2024
According to the US Bureau of Census, 90% of small businesses in America are family-owned and operated. Many Collective 54 members work alongside family members daily. Are you? Should you? There is a different set of management best practices used to grow, scale, and exit a service firm owned and operated by a family.
Attend this session to learn from Collective 54 Member Carajane Moore, President, together with her brother Tom Searcy, Founder and CEO, at Hunt Big Sales, on how mixing family and business can be an effective way to fulfill your dreams—personal and professional.
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.