The quality of the leadership team paramount as professional services firms grow, scale, and exit. On this episode we speak with Matt Rosen, Founder and CEO at Allata. He shares how he structured his executive team to replicate himself, develop a succession plan and spend time working on the vision of the future.
The engagements you sell determines your market position and the team needed to deliver your service. On this episode Cynthia Klint, CEO at BRC shares how she leverages specialists to deliver client engagements and increase sales.
The cultural fit of employees, clients, and a potential acquirer are all critical to the success of the firm. On this episode Bart Bartlett, CEO at DemandZEN shares how he instills the core values of the firm with his remote team.
In this podcast episode, we talk to Marc Cooper about how his ad agency implements new service offerings as part of a business scaling strategy.
Looking to grow your consulting business? The client experience needs to be a priority. We talk to Bart Mroz about how he develops long-term relationships
There is a direct correlation between employee loyalty and the valuation of a professional services firm. On this episode, we interview Renée Safrata, CEO & Founder of Vivo Team to discuss employee loyalty and the invisible balance sheet.
As a firm scales, it must make a significant change to its sales strategy. On this episode we interview Ken Yager of Newpoint Advisors to understand how he invested in business development, coaching, and training to scale his firm.
As professional services firms scale, the culture erodes. Bureaucracy creeps in and employees shift from serving the client to serving the boss which stalls scaling. On this episode, we discuss scaling culture with Mike Sullivan, CEO of Loomis.
The service offering is how firms deliver value to their client. Designing it correctly is mission-critical. On this episode, we discuss how to re-think service design by interviewing Scott Conard, Founder of Converging Health.
Professional services firms have more intellectual property than they may think. On this episode, we discuss how to monetize and productize your intellectual property by speaking with Adriaan Bouten, Founder of dPrism.
