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Maximizing Your Collective 54 Membership: A Blueprint for Success

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For professional services founders seeking to grow, scale, and exit their firms successfully, membership in Collective 54 (C54) is a treasure trove of resources and connections. But with such a wealth of content — from coaching and Block courses to solution guides and peer meetings — the abundance can feel overwhelming. Here, I share my journey of turning their content into a structured system that has transformed how I use C54 to achieve my goals at The AMG Team.

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Three Steps to Making More Money in Professional Services

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In the dynamic world of professional services, whether you’re leading a consulting firm, a leadership development training company, or a systems integration business, one universal goal resonates: making more money. Achieving financial growth in such industries isn’t just about hard work and expertise; it involves strategic business model evolution. Below, we outline a three-step process designed to guide owner-operators of small professional service firms towards greater profitability.

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10x’ing Your Sales Team Without Any New Payroll or Comp Plan

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Sure, that title is clickbait-worthy, but you made it this far, so what is the real story? A common mental model: If we only had a larger sales team, we could grow revenues at a pace that is faster than the growth in costs. But salespeople cost us more than any other type of labor, and their comp plans are usually tied to invoices, so we pay them first before anyone else. It can be challenging to afford to grow your sales team, especially before you even know who will make their quota.

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Are Employers Their Own Roadblocks to Their Own Success?

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The pursuit of entrepreneurial excellence is a crucial component of success. Many founders, though, unintentionally hinder their pursuit with simple missteps in defining roles and expectations.
Building an entrepreneurial culture fosters ownership, buy-in, innovation, and growth within your company. However, there are common missteps that employers make when it comes to fostering this within their teams. Getting these wrong can have an impact on more than company culture. It can also have legal, financial, and operational ramifications, as well. It will throttle your growth, impede scaling, and delay (or foreclose) your exit.

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The Art of Delegating New Business Development: A Success Story from Collective 54

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In the competitive world of boutique consulting, the quest for generating new business can often feel like an uphill battle. For small firms, especially those navigating the complex waters of data analytics consulting, the challenge is not only in attracting clients but also in crafting a sustainable model for business development. This tale unfolds with the founder of an 8-year-old consulting firm, a beacon of ambition and innovation, who found himself at a crossroads after the primary responsibility of generating new business became a bottleneck in his quest for growth.

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The Transformation Journey: From Lifestyle Marketing Agency to a Professional Service Powerhouse

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Once upon a time, in the bustling world of boutique marketing agencies, there lived a founder whose vision and creativity knew no bounds. His agency, a 17-year-old gem, shone brightly with creative services tailored for B2B clients. Yet, despite its sparkle, the agency remained a quaint lifestyle firm, not quite reaching the heights the founder had dreamed of. This is a tale of transformation, of a journey from contentment to ambition, led by the guiding light of Collective 54.

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Journey to Extreme Productized Services through a First Principles Checklist

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I firmly believe that great productization of services stems from deliberate alignment with First Principles. Put another way: Great productization is forged through past experiences and mistakes. However, only the most committed founders—those who can say “no, we don’t” to buyers countless times—will succeed in achieving Extreme Productized Services. Productization is a commitment to First Principles. Let me share my experiences and mistakes along the way.

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Why Sabbaticals Could Be the Key to Unlocking Your Firm’s Scalability and Value

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Since college, I have been a hustle-and-grind professional. It only got worse when I became an entrepreneur and ran my own show. I’d never taken more than a week-long vacation. Then recently, in September 2024, I took a huge leap and embarked on a once-in-a-lifetime journey: hiking the Camino de Santiago, a medieval pilgrimage route spanning 500 miles from the Pyrenees in France to northwest Spain. My wife and I hiked it in 26 days, carrying everything we needed on our backs. While it started as a personal adventure, it became a transformative experience for me and unexpectedly for my company.

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Back-Office Transformation: A Professional Services CEO’s Journey to Unified Operations

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As the CEO of a boutique professional services firm providing outsourced finance, accounting, and HR consulting services, I’ve always advised clients on operational excellence. Yet, like many professional services leaders, I found myself managing a complex web of disparate systems in our own back office. This is the story of how transforming our technology stack not only streamlined our operations but also delivered unexpected benefits that have revolutionized how we serve our clients.

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