Greg Alexander

Pro Serv Podcasts

Episode 210 – Next-gen Digital Transformation for Small Firms: How to Leapfrog into the Future – Member Case with Matt Leta

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 Unspoken Truths Behind Selling Your Professional Services Firm

As founders of boutique professional services firms navigate the intricate journey of building, scaling, and perhaps eventually selling their businesses, the narrative surrounding the reasons for these exits often skims over the surface of deeper, unvoiced motivations. At Collective 54, we’ve witnessed firsthand 40 successful exits and nearly 200 attempts that fell short. This unique vantage point has revealed the underlying drivers that founders themselves may not openly acknowledge. Let’s delve into these unspoken truths and understand the real reasons behind the decision to sell.

Pro Serv Podcasts

Episode 209 – The Future of Work: From AI Assistants to Autonomous Agents – Member Case with John Arnott

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

At the Crossroads: A Founder’s Deep Dive into Transition Options with Collective 54

In the heart of every entrepreneur lies the dream of freedom—the freedom to create, to lead, and ultimately, to transition on one’s own terms. This is the story of a software development firm’s founder, a visionary who, after years of dedication, found himself at a crossroads. His journey of exploration through Collective 54 unveiled not just options for his transition, but a deeper understanding of what each path entailed. Here, we delve into the eight avenues he considered, illuminating the complexity and potential of each.

Pro Serv Podcasts

Episode 208 – Knowing When to Move On: Structuring a Sale to Meet Your Needs and Transitioning to Your Next Venture – Member Case with Ashok Sivanand

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

Crafting the Ideal Client Agreement: A Guide for Small Service Firms

In the world of small service firms, forging strong, reliable relationships with clients is the cornerstone of business success. The bedrock of these relationships often lies in well-crafted client agreements. Such documents not only formalize engagements but also set clear expectations for both parties. However, while the allure of a comprehensive agreement might suggest a panacea for all client-related challenges, it’s essential to approach these documents with a balanced perspective. Agreements serve as a guide and a safeguard, but they cannot anticipate every possible outcome or conflict. They are tools to manage expectations and responsibilities, not a substitute for building trust and open communication with your clients.

Pro Serv Podcasts

Episode 207 – Revitalizing Your Brand: Rebranding Your Professional Services Firm for Growth and Success – Member Case with Michael Ivie

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

Designing Retainer Relationships with Clients: A Guide for Small Service Firms

For small service firms, such as marketing agencies and consulting firms, crafting a retainer relationship with clients is a strategic move that can lead to stable revenue streams and stronger client relationships. But what exactly is a retainer? At its core, a retainer is a contract between a firm and a client that outlines the services the firm will provide, the duration of the service, and the payment terms. Unlike fixed-price projects, which are priced based on the scope of work, retainers are based on time – offering services within a set period for a predefined fee.

Pro Serv Podcasts

Episode 206 – Accelerating Growth with AI: Practical Insights from Tenten Group – Member Case with Darren Horwitz

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

Navigating Through the Storm: A Founder’s Tale of Resilience and Redemption

In today’s fast-paced, digitally-transformed business landscape, particularly within the consulting industry, the concept of time off—or Paid Time Off (PTO)—has become a linchpin in the realm of employee satisfaction and firm culture. For boutique consulting firm founders crafting an effective and competitive time-off policy is not just an administrative task—it’s a strategic tool.