Recruiting Employees: How to Navigate This Need as Your Firm Grows
Pro serve founders know labor is our biggest expense – meaning recruiting isn’t optional, it’s mission-critical.
Scale
Upselling and Cross-Selling: How to Sell More Services
Many pro serve firms are eager to land new logos. But expansion revenue is the key to scale. Learn how to master this inside your organization.
A Strategy for Growth: How to Create Value for Clients
Making your firm more valuable for clients isn’t as simple as X’s and O’s. Greg Alexander shares the do’s and don’ts of strategy.
Episode 119 – How a Brave Founder of a 20-year-old HR Firm is Reinventing Himself – Member Case by Tad McIntosh
Running a lifestyle business can lull a Founder to sleep. The days, weeks, months, and years pass by as you are “doing just fine”. Then, one day, you are in your mid-50s, and realize you cannot retire, and after all these years, you don’t have much to show for your life’s work. What then? On this episode, Tad McIntosh, President at HumCap, shares how after 20+ years he is trying to convert a lifestyle business into something he can scale, and sell, someday.
Episode 118 – How Canada’s Fastest Growing eCommerce Agency Scaled Quickly Through Acquisitions – Member Case by Colton Hathaway
Previous sessions often revolve on how to exit a professional service firm. What if we flip the script and discuss how to scale by purchasing professional service firms? On this episode, Colton Hathaway, VP of Technology at Northern Commerce, shares how their firm was created through a merger, and how they have grown by acquiring other firms.
Have You Structured Your Firm Effectively to Scale?
The professional services org chart is unique. With labor as the highest expense in your firm, it’s critical that you get this right.
Why Some Professional Service Firms Scale and Others Don’t
Scalability is the highly sought-after holy grail of business, but not every professional services firm has scalability in its future.
Episode 100 – How A Communications Agency Is Beating The Recession Today By Focusing On Key Clients – Member Case with Todd Rapp
Have you defined your growth strategy to build a sustainable firm? On this episode, Todd Rapp, Owner and CEO at Rapp Strategies, Inc., speaks on how the firm continues to grow and flourish by focusing on their key clients.
Episode 95 – How the Founder of a Customer Experience Design Firm Scaled Himself by Building a Team – Member Case with Jeff Pruitt & Ed Borromeo
Profits take a big hit as a result of under-delegation. Many leaders of boutiques would rather do something themselves than delegate it. This destroys morale and leads to high turnover. On this episode, Jeff Pruitt, CEO & Ed Borromeo, President of Tallwave share how they built a powerful leadership team by focusing on replication.
Episode 94 – How A 3rd Generation CEO Drives Change Inside a 40-year-Old Management Consulting Firm – Member Case with Peter Bilello
A boutique requires different things from its leaders and partners as it scales. On this episode, Peter Bilello, President & CEO at CIMdata, shares his journey as a non-founder to becoming President & CEO. He will dive into how he championed the culture shift to drive scale and put the firm in a position to be able to sell one day.