CEO’s are putting a lot of pressure on their organizations to “adopt artificial intelligence.” Often it stems from a board mandate. But few know what it means to “adopt” and recent data from MIT proves this point.
There’s a truism that’s never changed throughout my career–a satisfied client is the best business strategy of all. It might sound trite, but it’s true, and when you’re focused on improving client retention and lifetime value optimization, keeping client satisfaction as the goal is essential.
When a business crosses $5 million in revenue, founders often relax. Sales feel steady. The team’s expanding. The future looks predictable.But growth doesn’t create stability — it exposes fragility.At Newpoint Advisors, we’ve seen hundreds of companies scale from $5 million to $50 million. The ones that stumble rarely run out of customers. They run out of cash — or worse, visibility.
Many consulting firms depend on the founder or a few charismatic partners to bring in new business. That approach works until it doesn’t. When those rainmakers reach their capacity, get too busy, or fail to evolve their approach, the firm’s growth stalls.
Achieve Efficiency. Drive Performance. Empower People.
Operational excellence isn’t just about technology—it’s about aligning people, processes, and purpose. For banks and credit unions, maintaining discipline and agility is essential to succeed in today’s fast-changing environment.
Every professional services firm thinks it has what the market wants: expertise, experience, and a strong track record.
But in 2026, that is the baseline. Nobody pays a premium for smart people doing competent work. AI can already produce reports, frameworks, and recommendations that look as good as what your junior consultants bill for.
Data shows that slow movement in the sales process kills deals – which means saving time in your sales process is an extremely high priority.
Today we are being offered new innovative tools at a rapid rate which means that the burden of choice and then adoption can be overwhelming – so today I’m sharing a way you can accelerate your use of a templated sales proposal and use of your LLM to make proposals even faster without buying more tools.
As boutique firms grow, founders face a familiar tension:
You want to stay close to clients — the very people who built your firm’s reputation — yet you’re pulled into scaling, selling, and systemizing.
When an acquirer buys your professional services firm, they’re not buying your history, they’re buying your future. They don’t value your firm based on how long you’ve been in business, how many logos sit on your client slide, or how many awards are framed in your lobby. They care about one thing: what happens next. They’re buying a stream of future cash flows that are predictable, repeatable, and transferable without you. The more confidence they have in those three things, the more they’ll pay.
When I started Newpoint Advisors, I thought scaling a professional services firm would be a straight line — a predictable path where each win stacked neatly on top of the last. Not unlike getting on an elevator and going up. If you had the right service, the elevator just went up. You only had to be patient. Boy, was I wrong.