Greg Alexander

Pro Serv Podcasts

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.

Pro Serv Podcasts

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.

Pro Serv Podcasts

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.

Pro Serv Blogs

Management Buyouts: A Hidden Exit Path for Founders of Boutique Professional Services Firms

If you are a founder of a boutique professional service firm generating between $5 million and $50 million in revenue and $1 to $5 million in EBITDA, odds are you’ve thought about your exit. You’ve likely flirted with selling to a strategic buyer or private equity group. And if you’re like most Collective 54 members, you’ve probably run into the same roadblocks: no viable buyer, or a viable buyer who doesn’t give a damn about your employees or clients.

Pro Serv Podcasts

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.

Pro Serv Podcasts

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.

Pro Serv Blogs

The Top Three Oversights in Master Service Agreements Every Boutique Firm Owner Should Avoid

As the founder of a boutique professional service firm, navigating the complexities of Master Service Agreements (MSAs) is crucial for safeguarding your firm’s interests and fostering sustainable client relationships. However, too often, vital components are overlooked in these agreements, potentially leading to misunderstandings, strained relationships, and lost revenue. To ensure you’re fully protected and positioned for success, let’s examine the three most commonly neglected elements in MSAs.

Pro Serv Podcasts

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.

Pro Serv Blogs

The Essentials of a Contract Between Boutique Professional Service Firms and Independent Contractors

In the dynamic world of boutique service firms, leveraging the expertise of independent contractors is a widespread practice. It’s a mutually beneficial relationship that allows firms to flexibly scale their services and contractors to enjoy the autonomy of freelance work. However, to navigate this cooperation successfully and legally, a well-structured contract is indispensable. This necessity is twofold: compliance with the Internal Revenue Service (IRS) regulations and the safeguarding of a firm’s intellectual capital.