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Pro Serv Podcasts

Pro Serv Podcasts

Episode 164 – From Client to Founder: The Journey of Building a Boutique Professional Service Firm – Member Case by Dave Makerewich

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In this episode, we delve into the remarkable journey of a founder 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.

Pro Serv Podcasts

Episode 163 – The Art of Valuation: Unveiling the Secrets Behind Firm Attractiveness and Price Determination – Member Case by Tom Zucker

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In this session, we 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.

Pro Serv Podcasts

Episode 162 – The Task Force: How a Consulting Firm, After 20 Years, Committed to Scaling by Investing in a Dedicated Task Force – Member Case by Andy Thompson

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Attend this session to learn 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.

Pro Serv Podcasts

Episode 161 – Behind the Numbers: Decoding the Finances of a Boutique Service Firm – Member Case by William Lieberman

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In this session, we 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.

Pro Serv Podcasts

Episode 160 – The Rise, Fall, and Recovery of a Consulting Firm – Member Case by Michael Ivie

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Attend this session and learn how Phyton Consulting 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 bulletproof their firms.

Pro Serv Podcasts

Episode 158 – Playing with Fire: The Perilous Truth About Client Concentration Risk in Boutique Service Firms – Member Case by Jamey Harvey

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Attend this session and learn how to address 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.

Pro Serv Podcasts

Episode 157 – Family Ties and Business Lines: The Pros and Cons of Family Members Working Together in a Boutique Professional Service Firm – Member Case by Carajane Moore and Tom Searcy

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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 how mixing family and business can be an effective way to fulfill your dreams- personal and professional.

Matt Rosen
Pro Serv Podcasts

Episode 156 – Sealing the Deal: The Critical Role of Management Meetings in the Successful Sale of Your Firm – Member Case by Matt Rosen

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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 how to leverage management meetings to not only impress buyers but also to secure a favorable sale outcome.

Pro Serv Podcasts

Episode 155 – How a Consulting Firm Got to $5 Million in 6 Years Without Making a Single Sales Call Using Content Marketing – Member Case by Andrea Fryrear

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Attend this session 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.

Pro Serv Podcasts

Episode 154 – How Boutique Firms Can Partner with Large Government Contractors to Win Large Lucrative Contracts – Member Case by Paul Karch

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In this session, discover the inside track on how small service firms can punch above their weight and land lucrative government contracts. This session 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.

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