Episode 221 – From Projects to Predictable: Building a Recurring Revenue Stream – Member Case with Rob Ripp
Rob Ripp, Founder of Fintelligent, shares how he transformed his firm into a weekly-billed subscription business — and why it’s […]
Pro Serv Podcasts
Episode 220 – How a “Too Small” Firm Got Acquired – Member Case with Satyam Kantamneni
Satyam Kantamneni was told his firm was too small, too risky, and not growing fast enough to be acquired. But
Episode 219 – Data, Authority, and Demand: How Agile Sherpas Turns Annual Reports into a Lead Engine – Member Case with Andrea Fryrear
Andrea Fryrear, CEO of Agile Sherpas, joins us to share how her team has turned their annual State of Agile
Episode 218 – Leadership Alignment Is Not Agreement: How to Get Your Team Truly Moving Together – Member Case with Julie Williamson, PhD
Many leadership teams agree on goals—but still struggle to act in sync. In this session, we explore what true alignment
Episode 217 – The Founder’s Force Multiplier: How to Hire and Leverage an Executive Assistant – Member Case with Kyle Walbrun
Exiting your business is a multi-step process that requires strategic planning and the right team at the right time. This session breaks down the timeline of an exit, from assessing your firm’s worth and preparing marketing materials to managing buyer interest and creating competitive tension. Learn when to hire key advisors, what each phase entails, and how to make a strong first impression with potential buyers. By understanding the process and investing in top-tier expertise, you can navigate the complexities of an exit and maximize your outcome.
Episode 216 – From Frustration to Focus: How One Firm Transformed Productivity with Time Tracking – Member Case with Leo Falkenstein
Exiting your business is a multi-step process that requires strategic planning and the right team at the right time. This session breaks down the timeline of an exit, from assessing your firm’s worth and preparing marketing materials to managing buyer interest and creating competitive tension. Learn when to hire key advisors, what each phase entails, and how to make a strong first impression with potential buyers. By understanding the process and investing in top-tier expertise, you can navigate the complexities of an exit and maximize your outcome.
Episode 215 – Stop Solving the Wrong Problem: Why Fractional Executives Drive Better Client Outcomes – Member Case with Mike Pica
Exiting your business is a multi-step process that requires strategic planning and the right team at the right time. This session breaks down the timeline of an exit, from assessing your firm’s worth and preparing marketing materials to managing buyer interest and creating competitive tension. Learn when to hire key advisors, what each phase entails, and how to make a strong first impression with potential buyers. By understanding the process and investing in top-tier expertise, you can navigate the complexities of an exit and maximize your outcome.
Episode 214 – How to Boost Margins and Scale Without Adding Headcount – Member Case with Adam Blake
Exiting your business is a multi-step process that requires strategic planning and the right team at the right time. This session breaks down the timeline of an exit, from assessing your firm’s worth and preparing marketing materials to managing buyer interest and creating competitive tension. Learn when to hire key advisors, what each phase entails, and how to make a strong first impression with potential buyers. By understanding the process and investing in top-tier expertise, you can navigate the complexities of an exit and maximize your outcome.
Episode 213 – Restricted Covenant Agreements: What Founders Need to Know – Member Case with Todd Stanton
Exiting your business is a multi-step process that requires strategic planning and the right team at the right time. This session breaks down the timeline of an exit, from assessing your firm’s worth and preparing marketing materials to managing buyer interest and creating competitive tension. Learn when to hire key advisors, what each phase entails, and how to make a strong first impression with potential buyers. By understanding the process and investing in top-tier expertise, you can navigate the complexities of an exit and maximize your outcome.
Episode 212 – Merging for Growth: How Two Firms Became One Market Leader – Member Case with Noah Berk
Exiting your business is a multi-step process that requires strategic planning and the right team at the right time. This session breaks down the timeline of an exit, from assessing your firm’s worth and preparing marketing materials to managing buyer interest and creating competitive tension. Learn when to hire key advisors, what each phase entails, and how to make a strong first impression with potential buyers. By understanding the process and investing in top-tier expertise, you can navigate the complexities of an exit and maximize your outcome.