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 […]
Pro Serv Podcasts
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
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
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.