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Written by founders of boutique professional services firms who are working through the same challenges you are.

Episode 89 – How an Investment Bank Generates a List of Potential Buyers for Your Firm – Member Case with David Jorgenson

September 5, 2022

Episode 88 – How a Founder of a Training Firm Scaled his Firm by Scaling Himself – Member Case with Tom Abbott

August 29, 2022

Episode 87 – Why Hiring an Investment Banker is the Right Move for First-time Founders Trying to Exit – Member Case with Frank Williamson

August 22, 2022

Man with grey hair, beard and glasses, drinking from a mug at his desk, surrounded by co-workers.

Why a Mastermind Community is Better Than Executive Coaching

August 16, 2022

Episode 86 – How a 43-year-old Marketing Agency Handled a Generational Transfer – Member Case with Rob Rankin

August 15, 2022

A white chess piece being used to knock over a black one

The 5 Competitors All Boutique Firms Face And Must Defeat

August 9, 2022

Episode 85 – Why Waiting Too Long to Sell Your Firm Could Be Very Costly – Member Case with Craig Dickens

August 8, 2022

Man with grey hair and beard in a business suit shaking a younger man’s hand, while they are surrounded by colleagues.

Managing Interest When Selling Your Business

August 2, 2022

Episode 84 – A Marketing Agency’s Approach to Sharing Equity with Key Employees – Member Case with Kelsey Raymond

August 1, 2022

A group of business professionals meeting in a boardroom.

Redesigning Your Business Development Process to Scale

July 26, 2022

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