AI at Risk: How to Adopt Agentic AI Without Compromising Security with Don Goldstein | Episode 226
Apple PodcastsSpotify Episode Summary In this episode, cybersecurity veteran Don Goldstein, Partner of 5Q and longtime CISO, joins us to […]
the boutique
Passing the Torch: A Management Buyout Success Story with Pivotal Advisors | Episode 225
Apple PodcastsSpotify Episode Summary What happens when a founder’s vision is carried forward by the team they helped build? In
Designing Leadership: Getting the Right People in the Right Roles from Growth to Exit with Sel Watts | Episode 224
Apple PodcastsSpotify Episode Summary In this episode, Sel Watts, founder of wattsnextpx, outlines how leadership team design must evolve as
From Small Gathering to Strategic Asset with Chris Prinos | Episode 223
Apple PodcastsSpotify Episode Summary Chris Prinos, Founder & CEO of Indigo Trigger, built a branded conference that grew from 30
Pricing Power: The Fastest Path to Revenue Growth in Professional Services with James Wilton | Episode 222
Apple PodcastsSpotify Episode Summary If you’re missing revenue targets, your pricing, not your pipeline, might be the problem. In this
From Projects to Predictable: Building a Recurring Revenue Stream with Rob Ripp | Episode 221
Apple PodcastsSpotify Episode Summary Rob Ripp, Founder of Fintelligent, shares how he transformed his firm into a weekly-billed subscription business
How a “Too Small” Firm Got Acquired with Satyam Kantamneni | Episode 220
Apple PodcastsSpotify Episode Summary Satyam Kantamneni was told his firm was too small, too risky, and not growing fast enough
Data, Authority, and Demand: How Agile Sherpas Turns Annual Reports into a Lead Engine with Andrea Fryrear | Episode 219
Apple PodcastsSpotify Episode Summary Andrea Fryrear, CEO of Agile Sherpas, joins us to share how her team has turned their
Leadership Alignment Is Not Agreement: How to Get Your Team Truly Moving Together with Julie Williamson, PhD | Episode 218
Apple PodcastsSpotify Episode Summary Many leadership teams agree on goals—but still struggle to act in sync. In this session, we
From Frustration to Focus: How One Firm Transformed Productivity with Kyle Walbrun | Episode 217
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.