Talking to Buyers Early Told This Firm What to Stop Selling
The Endgame · Exit A founder took calls with potential buyers years before hiring an M&A firm, with no intention […]
Pro Serv Blogs
Fix the Small Complaints and Keep the Clients You’re Losing
The Confession · Money One founder ran the math on their own book: lifting the average client from one and
Ask for the Next Project Before This One Ends
The Playbook · Scaling A consulting firm found that its expansion window slams shut at project close. The minute the
The Same Overhead Sells a $50K Deal or a $500K One
The Benchmark · Money Most boutique consulting projects sell for $5K to $50K. One member firm moved its average deal
The Exit Risk You Can Fix and the One You Can’t
The Endgame · Exit Asked to put two more years in before going to market, this founder said yes, then
Handing Off Clients Cuts the Margin. Keeping Them Caps the Firm.
The Confession · Money This firm’s profit runs at 17 percent, and the founder knows it should be north of
Sell the Whole Year Up Front and the Renewal Chase Disappears
The Playbook · Scaling This firm just had its biggest sales month ever. The part that changed the business was
Doubled the Gross Margin in a Year by Fixing One Number First
The Benchmark · Money A founder inherited a firm running gross margin in the low 20s. Before chasing a single
Your Sale Price Sits in Three Buckets. Most Founders See One.
The Endgame · Exit A boutique M&A advisor who has run deals for professional services firms says the number founders
The Retainer Clients Stopped Renewing Once They Did the Math
The Confession · Money Signing annual retainers used to be easy for this firm. The founder now says why they