In this session, we peel back the layers on how a seasoned ERP implementation consulting firm revolutionized its business model, moving from the traditional time and materials approach to a groundbreaking fixed fee structure. Join Collective 54 Member Alan Wyne, CEO at Innovia Consulting, and discover the strategic decisions that led to this bold shift, the challenges overcome along the way, and the significant impact it had on their competitive edge and profit margins. Tune in to witness a...

In this session we delve into the fast-paced world of an executive coach in the interior design industry, exploring the methods that she uses when it is time to stop studying and start doing. Our role model, Collective 54 Member Gail Doby, Co-Founder at The Pearl Collective, shares her expert insights on how to deal with a large volume of ideas, how to prioritize them, how to sequence them, and how she includes her executive team to quicken implementation. http://www.collective54.com

In this session, we delve into the science of time management and the art maximizing employee productivity within boutique professional service firms. From strategic time management techniques to fostering a culture of efficiency, we explore actionable strategies to ensure every hour counts. Discover how to optimize resources, streamline processes, and empower employees to thrive, ultimately driving success for both individuals and the organization as a whole. https://www.collective54.com

In this episode, we delve into the remarkable journey of Collective 54 Member, Dave Makerewich, Founder & President at Maven, who transitioned from being a client to establishing a thriving boutique professional service firm. Discover how his firsthand experience as a client shaped his understanding of the industry's needs and fueled his entrepreneurial spirit. Through insightful anecdotes and lessons learned, uncover the unique challenges and triumphs of building a business from a...

In this session, Collective 54 Member Tom Zucker, President at EdgePoint Advisors, and Greg Alexander review recent research from over 200 acquirers that suggests the 5 attributes that make a firm an attractive acquisition target, and the 4 attributes that scare acquirers away. The research quantifies how “attractiveness” drives up valuations and how you can increase the worth of your firm.  https://www.collective54.com

In this session, Collective 54 Member Andrew Thompson, CEO and Co-Founder at Notch Partners, LLC, together with their Head of Business and Financial Services, Jeff Weathers, will share how it is never too late to get serious about converting a lifestyle firm into a scalable boutique. This session will discuss the use of a dedicated task force to make up for lost time and how it can restart the boutique lifecycle clock. You will learn the who, what, when, where, why, and how to invest in a...

In this session, Collective 54 Member William Lieberman, Managing Partner at The CEO’s Right Hand, and Greg Alexander, simplify the financial jargon surrounding a boutique professional service firm's Profit and Loss (P&L) statement. Join us as we decode revenue, expenses, EBITDA and net income, offering insights applicable to any member, regardless of their financial expertise. Whether you're a consulting firm, marketing agency, systems integrator or another type of small service firm...

Join Collective 54 Member Michael Ivie, Managing Partner at Phyton Consulting, and learn how his firm got to $3 million per month in revenue before their second birthday, crashed because of a Black Swan event, and executed a world class recovery, emerging stronger than ever. This session will help members identify risk, in all its forms, and develop a risk mitigation strategy to bullet proof their firms.  https://www.collective54.com

In this session, Collective 54 Member Jamey Harvey, CEO at Agilian, will share how he addressed one of the biggest risks for small service firms- client concentration. Items discussed will be benchmarks to measure client concentration, an early warning detection system, the impact on strategy client concentration should have on your firm, how long it takes to fix the issue, the most successful risk mitigation strategies, and how to prevent client concentration from destroying your...

According to the US Bureau of Census, 90% of small businesses in America are family-owned and operated. Many Collective 54 members work alongside family members daily. Are you? Should you? There is a different set of management best practices used to grow, scale, and exit a service firm owned and operated by a family. Attend this session to learn from Collective 54 Member Carajane Moore, President, together with her brother Tom Searcy, Founder and CEO, at Hunt Big Sales, on how mixing family...

In this session, we delve into the pivotal function management meetings serve during the intricateprocess of selling a firm. We'll explore how these gatherings can effectively showcase the company'sstrengths, address potential concerns, and foster a sense of trust and transparency with prospectivebuyers. Attendees will learn from Collective 54 Member Matt Rosen, Founder & CEO at Allata, how toleverage management meetings to not only impress buyers but also to secure a favorable sale...

Join Collective 54 Member Andrea Fryrear, CEO and Co-Founder at AgileSherpas, to learn how to makegrowing revenues easier by implementing content driven inbound marketing. In this session you will learn what real content marketing is- why it works, how it is different than fake content marketing, how to engage an audience, create compelling content, use tech to scale, how content marketing scales a founder’s impact exponentially, ways to convert time wasted creating thought leadership into...

In this session, discover the inside track on how small service firms can punch above their weight andland lucrative government contracts. Join Collective 54 Member Paul Karch, Founder at Gardant Global,as he guides you through strategic partnerships with large contractors, providing the roadmap tonavigate the complexities of government procurement processes. Learn the secrets to leveraging thesealliances for growth, stability, and success in the public sector marketplace. www.collective54.com

In this insightful case study, we delve into the remarkable journey of a nimble 10-person professionalservice firm as they navigate the complexities of selling their business to a 300-strong industry leader. From leveraging their specialized expertise to fostering a culture that resonated with their largercounterpart, Bart Mroz, Engagement Lead at ITX Corp., shares the key steps their small firm has taken toposition themselves as an indispensable asset, paving the way for a merger that...

In this session, join Collective 54 member John Kearney, Founder at The Buyer’s Way, as he discusseshow to build compensation plans for the sales function inside a boutique pro serv firm. He will sharehow the comp plans need to change as a firm migrates from founder-led sales to a part-time sales forceto a mature fully function commercial sales team. Learn how to figure out how much to pay, the propersplit between salary and commission, the measures to pay commission on, and the costly...

Embarking on the journey of selling your firm can be as complex as it is exciting. In this session, joinCollective 54 member Jay Smith, Vice President of Sales at Integris IT, as he helps demystify the duediligence process, ensuring you navigate these critical waters with confidence. From legal audits tofinancial analysis to customer references and employee satisfaction reviews, we delve into the essentialsteps every seller should undertake to secure a transparent and advantageous...

Attend this session as Collective 54 member Tony Amador, Co-Founder & Chief Client Officer at Proxxy,outlines the crucial steps for a small service firm to reposition its value proposition based on actualclient needs and desires. This session discusses the importance of listening to client feedback, extractingactionable insights, and then applying them to refine the firm’s strengths and offerings.   https://www.collective54.com

Many professional service firms foolishly think the path to scalability is to become a software company. However, founders of service firms make more money than founders of software firms, generate more wealth for themselves at exit, and succeed much more often. Attend this session and learn from Collective 54 member Nathan Kievman, Co-Founder and CEO at Linked Strategies, on how you can avoid making the devasting mistake of trying to become a software company. https://www.collective54.com

Generative AI is transforming the professional services industry, lifting productivity levels to heights thought unobtainable. Interacting with large language models has become a required core competency. This is best done via prompt engineering. Attend this session and learn what prompt engineering is from Collective 54 member, Stephen Straus, Managing Director at KUNGFU.AI, together with their Principal Machine Learning Engineer, Numa Dhamani. https://www.collective54.com

Small service firms are overly dependent on a few key employees. The departure of one can cause much pain for the Founder and impede the progress of the firm, especially if it was unexpected. Attend this session and learn from Collective 54 member, Phillip Acosta, CEO at GuROO LLC, on how you can prevent this trouble from stinging you. https://www.collective54.com

Your brand matters. In the professional service industry, Founders need a brand for the firm, the service offering, themselves, and their talent. Attend this session and learn from Collective 54 member, Chad Prinkey, Owner at Well Built Construction Consulting, about how brands are builtinside small service firms, and how they help boutiques punch above their weight class. https://www.collective54.com

The personal lives of the Founders evolve as a firm advances. And the professional lives of the Founders morph as a firm matures. How can partners stay in harmony with themselves, and with each other, along the entrepreneurial journey? This session with Collective 54 members Matt Jenkins and Nick Moretta, Partners at Other.,  shares how partners work well together and use a tool called The Commitment Letter.  https://www.collective54.com

Boutique service firms often confuse staff augmentation work with advisory work and with managed services work. These are three different types of services that are marketed, sold, and delivered differently. Each has its own margin profile. Balancing the mix of these three correctly can be the difference between running a firm with good margins or a firm with poor margins. Attend this session with Collective 54 member Ryan Buell, Founder & CEO at Sayva Solutions, and get clear on how to...

Uncle Sam is the world’s biggest client. Yet, many boutique service firms do not do business with the government. This session with Collective 54 member Frank Tsamoutales, Founder & Chief Executive Officer at Tsamoutales Strategies, is for firms who do not do business with the government but wonder if they should. We will cover the basics such as why elections matter, understanding legislation, and partnering.  https://www.collective54.com