Every January, I find myself making some version of the same promises. This is the year we grow faster. This is the year we get more disciplined. This is the year the business finally feels like it’s running instead of being carried.
Boutique professional services firms are sitting on top of a growth lever far more powerful than most founders realize: expansion revenue from existing clients. It’s not a theory. It’s not a trend. It’s simple math. When you already have trust, context, and credibility inside an account, growing that account should be the easiest move you can make.
But here’s the uncomfortable truth: very few boutiques capitalize on it.
Boutique professional services firms face a problem far more foundational than most founders dare admit: they do not generate enough leads. Not enough new conversations. Not enough qualified interest. Not enough fresh demand entering the top of the funnel. And without leads—real leads, not referrals, not word-of-mouth, not recycled relationships—everything else in the growth engine collapses.
Every Scale-stage founder in Collective 54 is likely doing some version of the same thing right now.
Reviewing 2025. Refining a plan for 2026. Deciding what to double down on — and what to stop.
That feels responsible. It’s also where many founders quietly lose a year.
Not because they lack intelligence or effort. Because they fail to separate signal from noise at the exact moment it matters.
I’m writing this as a Scale-stage founder who just completed his first year of the scaling phase and had to confront that reality.
Most boutique firms don’t lose momentum in March or April.
They lose it in January.
Research from Gartner shows that 67% of annual plans fail by the end of Q1, often because teams enter the new year without clarity or focus. And Harvard Business Review reports that 85% of leadership teams spend less than one hour per month discussing strategy, which means many firms start January reacting, not executing.
The platform feels broken, but pulling back might be the bigger mistake. A marketing director told me last week that her team constantly asks themselves about “the true and current value of LinkedIn.” Her team is still posting, still investing time, still showing up consistently. But internally, the conversation has changed. They used to ask, “How do we do more on LinkedIn?” Now they ask, “Should we keep doing this at all?” Every planning meeting circles back to whether the investment makes sense.
There’s an irony that every professional services owner eventually faces: we built our businesses by providing expertise to clients who need specialized knowledge, yet when it comes to growing our own firms, we often resist seeking that same level of expertise for ourselves. We’ll spend months trying to figure out complex marketing strategies, stumble through people management challenges, or wrestle with operational inefficiencies—all while charging our clients premium rates for the exact same type of specialized guidance in our own domains.
When a business crosses $5 million in revenue, founders often relax. Sales feel steady. The team’s expanding. The future looks predictable.But growth doesn’t create stability — it exposes fragility.At Newpoint Advisors, we’ve seen hundreds of companies scale from $5 million to $50 million. The ones that stumble rarely run out of customers. They run out of cash — or worse, visibility.
As boutique firms grow, founders face a familiar tension:
You want to stay close to clients — the very people who built your firm’s reputation — yet you’re pulled into scaling, selling, and systemizing.
When I started Newpoint Advisors, I thought scaling a professional services firm would be a straight line — a predictable path where each win stacked neatly on top of the last. Not unlike getting on an elevator and going up. If you had the right service, the elevator just went up. You only had to be patient. Boy, was I wrong.