Episode 231 – Moving Up-Market: How to Win and Keep Enterprise Clients – Member Case with Justin Wasserman and Jimmy Leppert
Founders looking to scale beyond $5–10 million often hit a wall: their existing model works in the lower middle market […]
Pro Serv Podcasts
Episode 230 – Humans + Agents: Building a Collaborative AI Knowledge Base – Member Case with John Ikosipentarhos
Founders know AI has potential, but what does early success really look like when humans and agents work together? John
Episode 229 – Ten Years, Ten Lessons: Scaling with Grit, Focus, and Reinvention – Member Case with Josh Miramant
What does it take to build a durable firm in a competitive, constantly changing market like data and AI consulting?
Episode 228 – Escaping the Rainmaker Trap: How to Build a Scalable Sales Engine Without You – Member Case with Robin Way
The number one reason boutique professional services firms stall, or fail to sell, is because the founder is still the
Episode 227 – The Rising Cyber Risk for Boutique Firms: A Practical Guide to Protection – Member Case with Luke Johnson
Cyberattacks are no longer just an enterprise problem. As boutique professional services firms adopt more tech-enabled and AI-driven delivery models,
Episode 226 – AI at Risk: How to Adopt Agentic AI Without Compromising Security – Member Case with Don Goldstein
In this episode, cybersecurity veteran Don Goldstein, Partner of 5Q and longtime CISO, joins us to explore the hidden risks
Episode 225 – Passing the Torch: A Management Buyout Success Story – Member Case with Pivotal Advisors
What happens when a founder’s vision is carried forward by the team they helped build? In this episode, we share
Episode 224 – Designing Leadership: Getting the Right People in the Right Roles from Growth to Exit – Member Case with Sel Watts
In this episode, Sel Watts, founder of wattsnextpx, outlines how leadership team design must evolve as professional services firms grow
Episode 223 – From Small Gathering to Strategic Asset – Member Case with Chris Prinos
Chris Prinos, Founder & CEO of Indigo Trigger, built a branded conference that grew from 30 to 150 attendees and
Episode 222 – Pricing Power: The Fastest Path to Revenue Growth in Professional Services – Member Case with James Wilton
If you’re missing revenue targets, your pricing, not your pipeline, might be the problem. In this session, pricing expert James