Pro Serv Podcast by Collective 54

Firm Type: Professional services firm | Boutique Professional Services In this episode, Jeff Klaumann speaks with Matt Jenkins, Founding Partner at Other. about how a professional services firm solved what a real SOP actually looks like. This episode is useful for founders of boutique professional service firms who are working on systematizing delivery, scaling past the founder, and building a firm that runs on documented process. Topics covered are what an SOP actually looks like on the page using real examples from Matt's library, how a sold offering connects to execution so the sale itself triggers the process, where to start when nothing is documented yet and the mistakes to skip, and how a team keeps process documents current instead of writing them once and abandoning them. Learn more about Collective 54, the community for founders of boutique professional service firms.

Boutique Professional Services | Pro Serv Podcast Pricing is the most-asked-about topic in the membership right now, and most of the conversation stays theoretical. Charlton Evans, CEO of End State Solutions, actually changed his model — and made it work. He moved from a traditional pricing structure to a fixed fee plus success fee, and he did it with real clients, real contracts, and real results. In this episode, Jeff sits down with Charlton to walk through the move. What pushed him off his old pricing in the first place. How he sets the fixed portion and defines what "success" means in a contract so both sides can live with it. How he puts the structure in front of clients and handles the objections that come back. And what the change did to his margins. In this episode: • What pushed Charlton off his old pricing model, and the moment it stopped being defensible • The mechanics of fixed fee plus success fee: how he sets the fixed portion and how success gets defined • How he presents the structure to clients, and the objections that come back most often • What the change did to margins • Why most founders debating a pricing change never make one — and what that means for the ones who do • Why tying part of your fee to an outcome forces a level of specificity most engagements never reach If you run a boutique professional services firm and want to make more money, make scaling easier, and make an exit achievable, join Collective 54 at collective54.com.

Boutique Professional Services | Pro Serv Podcast Speed has never been cheaper. AI can draft the memo, the deck, the model — in minutes. But fast and useful are not the same thing, and a lot of boutique founders are learning that the hard way. Clients aren't asking for faster anymore. They're asking for something they can hold — a framework they can use, a system they can run, a strategy they can act on. Leo Falkenstein, a Collective 54 member and returning guest, has built his firm around that distinction. He returns to the show to talk about what it actually takes to deliver work that outlasts the engagement. In this episode: • Why speed is now the baseline — and why winning on speed alone is a race to the bottom • What "building something the client can hold" actually means in delivery terms • How AI changes the work without changing the standard clients are holding you to • The difference between work that gets approved and work that gets used • Why slower, more deliberate delivery often produces faster client results • What boutique founders should protect when pressure to move faster mounts If you run a boutique professional services firm and want to make more money, make scaling easier, and make an exit achievable, join Collective 54 at collective54.com.

In this episode, Jeff Klaumann speaks with Adam Witty, Founder and CEO of Advantage|ForbesBooks, about how boutique professional services firm founders can build authority in an AI world. This episode is useful for founders of boutique professional service firms who are working on differentiating from AI-driven competitors, establishing thought leadership, and using authority marketing to attract premium clients. Topics covered are building a personal brand in the AI era, content strategies that elevate firm credibility, and how authority drives premium pricing and client trust. Learn more about Collective 54, the community for founders of boutique professional service firms.

Finance Transformation Firm | Boutique Professional Services Podcast Most founders discover margin erosion long after it starts, because it never arrives as a single bad decision. It shows up as a discount to win the logo, a hire made ahead of demand, scope that quietly expands. Ravit Gutman of Extropy Advisors watched margin compress across her firm and then did the harder thing: she found where it was leaking and rebuilt profitability from the cost and delivery side. In this session, she walks through what she found, what she changed, and what it took to hold the line while the correction was underway. In this episode: • Where margin actually leaks in a professional services firm, and how to find it • The operating changes Ravit made to restore profitability • How she carried clients and the team through the correction without losing either • Margin compression is hitting a lot of boutiques right now, and most founders diagnose it too late • Growing revenue while margin falls builds a bigger firm that is worth less • Recovery is an operating problem, not a pricing problem, which means it is solvable If you run a boutique professional services firm and want to make more money, make scaling easier, and make an exit achievable, join Collective 54 at collective54.com.

In this episode, Greg Alexander speaks with Tim Belden, a Collective 54 member, about why most boutique founders make a costly sequencing mistake when building their exit team — and what one founder did differently by hiring the transaction attorney before the investment bank. This episode is useful for founders of boutique professional service firms who are preparing for an exit, assembling an advisory team for the first time, and looking to protect both the outcome and the economics of the largest financial transaction of their lives. Topics covered are why bringing in the deal attorney first — before the banker — gives founders more control over the exit process, how to evaluate M&A counsel on judgment rather than brand name, and why staying the general contractor throughout the transaction keeps fees in check and protects founder interests from letter of intent to close. Learn more about Collective 54, the community for founders of boutique professional service firms.

In this episode, Jeff Klaumann speaks with Frank Williamson, Founder of Oaklyn Consulting, about why a profitable boutique professional services firm is not automatically a sellable one — and what founders must do to close the gap between strong financials and genuine buyer appeal. This episode is useful for founders of boutique professional service firms who are working on preparing for an exit, understanding what acquirers evaluate beyond revenue and margins, and identifying the operational and structural changes that make a firm attractive to the right buyer. Topics covered are why profitability and sellability are distinct conditions that require different actions to achieve, what sophisticated buyers actually look for when assessing a boutique professional services firm, and the most common sellability gaps founders discover — and how to close them before going to market. Learn more about Collective 54, the community for founders of boutique professional service firms.

In this episode, Greg Alexander speaks with Noah Berk, Co-Founder of Aptitude 8 about how AI is reshaping service delivery and pricing in professional services. This episode is useful for founders of boutique professional service firms who are working on reducing delivery costs with AI, right-sizing their SaaS stack, and navigating the shift from traditional implementation models. Topics covered are how AI can cut HubSpot implementation costs from over $100K to as little as $10K, the AI sprawl challenge and why governance matters, and whether the SaaSocalypse is real or media hype. Learn more about Collective 54, the community for founders of boutique professional service firms.

In this episode, Greg Alexander speaks with Ben Edwards, VP of Consulting at CMap about where professional-services software is heading and how AI is changing the way boutique firms access and use their operational data. This episode is useful for founders of boutique professional service firms who are working on modernizing their tech stack, understanding how headless SaaS and MCP access work in practice, and determining which tools are worth keeping as systems of record. Topics covered are what headless SaaS and MCP access mean for a boutique firm, why your PSA and CRM data is an underused asset, and how to evaluate your tech stack when every tool now claims to have AI. Learn more about Collective 54, the community for founders of boutique professional service firms.

In this episode, Greg Alexander speaks with Peter Kang, Co-Founder of Barrel Holdings about how a boutique agency founder transitioned from owner-operator to pure owner by building a portfolio of specialized agencies. This episode is useful for founders of boutique professional service firms who are working on reducing owner dependence, exploring acquisition as a growth strategy, and building a business that generates durable cash flows without requiring the founder's daily involvement. Topics covered are how to structure a holding company, how to acquire agencies with little to no cash, and what it means to find operators before deals. Learn more about Collective 54, the community for founders of boutique professional service firms.

In this episode, Greg Alexander speaks with Chris Prinos, founder of Indigo Trigger about how a professional services firm solved building AI leverage without a technical hire. This episode is useful for founders of boutique professional service firms who are working on building AI tools without technical staff, scaling operations without adding headcount, and creating repeatable systems for AI adoption. Topics covered are a repeatable method for building your own AI tools, why clear instructions beat technical skill, and what to hand off to AI and what to keep. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Scott Gardner and Dennis Hahn, co-founders of Liquid Agency about how a professional services firm solved we hired a credentialed m&a advisor. it still went sideways. This episode is useful for founders of boutique professional service firms who are working on preparing for a profitable exit, maximizing enterprise value, and navigating an M&A process. Topics covered are Dennis wish they'd asked before signing, Why a specialist's rolodex can quietly limit your buyer universe, and What 'running a real process' looks like vs. fielding inbound. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Kyle Walbrun, founder of EfficientAide about how a professional services firm solved the january cutoff: rebuilding a services firm around human + ai. This episode is useful for founders of boutique professional service firms who are working on integrating AI into service delivery, building AI-native operations, and transforming pricing and delivery models. Topics covered are Why adding AI to the old delivery model fails, and what a rebuilt human + AI pair actually looks like, How to execute a hard cutoff on new business while transitioning legacy clients without losing the firm, and What changes in recruiting and compensation when AI proficiency becomes the hiring criterion, not EA experience. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Bart Bartlett, founder of DemandZen about how a professional services firm solved doubling margins in 12 months. This episode is useful for founders of boutique professional service firms who are working on improving firm margins, pricing for profitability, and moving away from cost-plus pricing. Topics covered are How to consolidate spend under a single approval and virtual-card system so every dollar is tracked, categorized, and controllable, The cadence and tooling, and Bart uses to get to a one-day month-end close. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with John Roberson, founder of Advent about how a professional services firm solved the anti-commodity move: winning on experience when ai flattens the work. This episode is useful for founders of boutique professional service firms who are working on integrating AI into service delivery, building AI-native operations, and transforming pricing and delivery models. Topics covered are Why the intangibles, not the deliverable, decide most close-vs-lose proposals, How to replace ''engagement manager plus three'' with named humans, and why that wins deals, and How to package experience as a distinct, premium offering in your proposal, not a throw-in. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Consulting firm | Boutique Professional Services In this episode, Greg Alexander speaks with Chris Fezza, founder of Operatus about how a consulting firm solved you built a firm on the wrong playbook. now what. This episode is useful for founders of boutique professional service firms who are working on growing a boutique professional services firm, improving operational efficiency, and building long-term firm value. Topics covered are Why the operating assumptions from corporate, America fail inside a boutique consulting firm, and What breaks first when you grow revenue without delivery methodology, scoping discipline, or the right comp structure. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Consulting firm | Boutique Professional Services In this episode, Greg Alexander speaks with Stephen Straus and Christian Barnard, co-founders of Kung Fu AI about how a consulting firm solved they 4x'd their average deal size. here's how. This episode is useful for founders of boutique professional service firms who are working on growing a boutique professional services firm, improving operational efficiency, and building long-term firm value. Topics covered are The specific moves one firm made to 4X average deal size, How to reposition an AI services firm to attract larger, more strategic engagements, and What changes inside the firm when deal size scales faster than headcount. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Marc Weiss, founder of Management One about how a professional services firm solved exit, return, reinvent – what changes the second time around. This episode is useful for founders of boutique professional service firms who are working on preparing for a profitable exit, maximizing enterprise value, and navigating an M&A process. Topics covered are What changes in a founder after experiencing an exit, The leadership habits that do not scale, even if they once worked, and How structured accountability reshapes strategic thinking. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Nick Anderson, founder of OneAccord about how a professional services firm solved from ai skeptic to ai believer. This episode is useful for founders of boutique professional service firms who are working on integrating AI into service delivery, building AI-native operations, and transforming pricing and delivery models. Topics covered are Nick stopped treating AI as noise and started treating it as leverage, How a skeptic evaluates AI use cases without getting trapped by hype, and Nick chose to build first and why that sequence matters. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Jonathan Slain, founder of Autobahn Consultants about how a professional services firm solved your competitor already replaced that role with ai. This episode is useful for founders of boutique professional service firms who are working on integrating AI into service delivery, building AI-native operations, and transforming pricing and delivery models. Topics covered are integrating AI into service delivery, building AI-native operations, and transforming pricing and delivery models. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: GRC firm | Boutique Professional Services In this episode, Greg Alexander speaks with Mike Gibbs, founder of SureStep Risk Management about how a GRC firm solved from billable hours to ai leverage summary. This episode is useful for founders of boutique professional service firms who are working on integrating AI into service delivery, building AI-native operations, and transforming pricing and delivery models. Topics covered are The trigger that forced a full business-model reset in a GRC firm, How to turn “consultants on a whiteboard” into an always-on AI application, and Pricing mechanics: replacing hourly billing with license, maintenance, and user-scale economics. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Brad McAllister, founder of WAP Sustainability about how a professional services firm solved the exit you don’t get by accident. This episode is useful for founders of boutique professional service firms who are working on preparing for a profitable exit, maximizing enterprise value, and navigating an M&A process. Topics covered are preparing for a profitable exit, maximizing enterprise value, and navigating an M&A process. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Dave Makerewich, founder of Maven about how a professional services firm solved the pod structure that breaks the founder bottleneck. This episode is useful for founders of boutique professional service firms who are working on scaling beyond the founder, removing operational bottlenecks, and building scalable delivery systems. Topics covered are scaling beyond the founder, removing operational bottlenecks, and building scalable delivery systems. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Darren Smith about how a professional services firm solved when a strategic partner becomes your buyer. This episode is useful for founders of boutique professional service firms who are working on preparing for a profitable exit, maximizing enterprise value, and navigating an M&A process. Topics covered are preparing for a profitable exit, maximizing enterprise value, and navigating an M&A process. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with David Ackert, founder of Pipeline Plus about how a professional services firm solved the community model for turning relationships into recurring revenue. This episode is useful for founders of boutique professional service firms who are working on building a repeatable sales engine, driving sustainable revenue growth, and winning and retaining ideal clients. Topics covered are building a repeatable sales engine, driving sustainable revenue growth, and winning and retaining ideal clients. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Marketing agency | Boutique Professional Services In this episode, Greg Alexander speaks with Matt Jenkins about how a marketing agency solved the breakthrough most professional services founders miss. This episode is useful for founders of boutique professional service firms who are working on growing a boutique professional services firm, improving operational efficiency, and building long-term firm value. Topics covered are growing a boutique professional services firm, improving operational efficiency, and building long-term firm value. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Andrea Fryrear, founder of Agile Sherpas about how a professional services firm solved from seo to aeo: winning discoverability in the age of ai. This episode is useful for founders of boutique professional service firms who are working on integrating AI into service delivery, building AI-native operations, and transforming pricing and delivery models. Topics covered are integrating AI into service delivery, building AI-native operations, and transforming pricing and delivery models. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Randell Mauricio about how a professional services firm solved the member playbook: how to extract maximum value from collective 54. This episode is useful for founders of boutique professional service firms who are working on growing a boutique professional services firm, improving operational efficiency, and building long-term firm value. Topics covered are growing a boutique professional services firm, improving operational efficiency, and building long-term firm value. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Bobby Greco, founder of CSI Group about how a professional services firm solved smell, don’t sell: how to scale business development without role corruption. This episode is useful for founders of boutique professional service firms who are working on preparing for a profitable exit, maximizing enterprise value, and navigating an M&A process. Topics covered are preparing for a profitable exit, maximizing enterprise value, and navigating an M&A process. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Darren Horwitz, founder of TenTen about how a professional services firm solved built for then, not now: how to rebrand when your firm outgrows its identity. This episode is useful for founders of boutique professional service firms who are working on scaling beyond the founder, removing operational bottlenecks, and building scalable delivery systems. Topics covered are scaling beyond the founder, removing operational bottlenecks, and building scalable delivery systems. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Brian Doyle, founder of Holden Advisors about how a professional services firm solved the pricing wake-up call: rebuilding margin in an ai-dominated market. This episode is useful for founders of boutique professional service firms who are working on improving firm margins, pricing for profitability, and moving away from cost-plus pricing. Topics covered are improving firm margins, pricing for profitability, and moving away from cost-plus pricing. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Brad Dower about how a professional services firm solved buy to build: the acquisition strategy fueling growth in a fragmented market. This episode is useful for founders of boutique professional service firms who are working on preparing for a profitable exit, maximizing enterprise value, and navigating an M&A process. Topics covered are preparing for a profitable exit, maximizing enterprise value, and navigating an M&A process. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Lori Turner-Wilson, founder of Red Rover Sales about how a professional services firm solved from chaos to cruise control: how hiring the right coo can transform a firm with lori turner- wilson. This episode is useful for founders of boutique professional service firms who are working on growing a boutique professional services firm, improving operational efficiency, and building long-term firm value. Topics covered are growing a boutique professional services firm, improving operational efficiency, and building long-term firm value. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Adam Witty, founder of Advantage Media about how a professional services firm solved from startup to standout: how one founder used authority to build an enduring firm. This episode is useful for founders of boutique professional service firms who are working on growing a boutique professional services firm, improving operational efficiency, and building long-term firm value. Topics covered are growing a boutique professional services firm, improving operational efficiency, and building long-term firm value. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander discusses when to expand your service lines: breaking the short-term engagement trap to drive growth. This episode is useful for founders of boutique professional service firms who are working on building a repeatable sales engine, driving sustainable revenue growth, and winning and retaining ideal clients. Topics covered are building a repeatable sales engine, driving sustainable revenue growth, and winning and retaining ideal clients. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Alex Bratton about how a professional services firm solved from ai assistant to digital staffer: scaling boutique firms. This episode is useful for founders of boutique professional service firms who are working on integrating AI into service delivery, building AI-native operations, and transforming pricing and delivery models. Topics covered are integrating AI into service delivery, building AI-native operations, and transforming pricing and delivery models. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Brick Thompson, founder of Blue Margin about how a professional services firm solved transforming revenue streams, part 2: hardening recurring revenue. This episode is useful for founders of boutique professional service firms who are working on building a repeatable sales engine, driving sustainable revenue growth, and winning and retaining ideal clients. Topics covered are building a repeatable sales engine, driving sustainable revenue growth, and winning and retaining ideal clients. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Marketing agency | Boutique Professional Services In this episode, Greg Alexander speaks with Justin Nassiri, founder of Executive Presence about how a marketing agency solved from aha moment to breakthrough growth. This episode is useful for founders of boutique professional service firms who are working on building a repeatable sales engine, driving sustainable revenue growth, and winning and retaining ideal clients. Topics covered are building a repeatable sales engine, driving sustainable revenue growth, and winning and retaining ideal clients. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Khalid Mokhtarzada about how a professional services firm solved deep client relationships drive growth. This episode is useful for founders of boutique professional service firms who are working on building a repeatable sales engine, driving sustainable revenue growth, and winning and retaining ideal clients. Topics covered are building a repeatable sales engine, driving sustainable revenue growth, and winning and retaining ideal clients. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Nick Anderson, founder of OneAccord about how a professional services firm solved clarity pays: how narrowing focus drives margin, growth, and referrals. This episode is useful for founders of boutique professional service firms who are working on improving firm margins, pricing for profitability, and moving away from cost-plus pricing. Topics covered are improving firm margins, pricing for profitability, and moving away from cost-plus pricing. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander discusses moving up-market: how to win and keep enterprise clients. This episode is useful for founders of boutique professional service firms who are working on building a repeatable sales engine, driving sustainable revenue growth, and winning and retaining ideal clients. Topics covered are building a repeatable sales engine, driving sustainable revenue growth, and winning and retaining ideal clients. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Consulting firm | Boutique Professional Services In this episode, Greg Alexander speaks with John Ikosipentarhos about how a consulting firm solved humans + agents: building a collaborative ai knowledge base. This episode is useful for founders of boutique professional service firms who are working on integrating AI into service delivery, building AI-native operations, and transforming pricing and delivery models. Topics covered are integrating AI into service delivery, building AI-native operations, and transforming pricing and delivery models. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Josh Miramant, founder of Blue Orange Digital about how a professional services firm solved ten years, ten lessons: scaling with grit, focus, and reinvention. This episode is useful for founders of boutique professional service firms who are working on growing a boutique professional services firm, improving operational efficiency, and building long-term firm value. Topics covered are growing a boutique professional services firm, improving operational efficiency, and building long-term firm value. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Robin Way, founder of Corios about how a professional services firm solved escaping the rainmaker trap: how to build a scalable sales engine without you. This episode is useful for founders of boutique professional service firms who are working on building a repeatable sales engine, driving sustainable revenue growth, and winning and retaining ideal clients. Topics covered are building a repeatable sales engine, driving sustainable revenue growth, and winning and retaining ideal clients. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Luke Johnson, founder of Katalyst about how a professional services firm solved the rising cyber risk for boutique firms: a practical guide to protection. This episode is useful for founders of boutique professional service firms who are working on growing a boutique professional services firm, improving operational efficiency, and building long-term firm value. Topics covered are growing a boutique professional services firm, improving operational efficiency, and building long-term firm value. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Don Goldstein about how a professional services firm solved ai at risk: how to adopt agentic ai without compromising security. This episode is useful for founders of boutique professional service firms who are working on integrating AI into service delivery, building AI-native operations, and transforming pricing and delivery models. Topics covered are integrating AI into service delivery, building AI-native operations, and transforming pricing and delivery models. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Pivotal Advisors about how a professional services firm solved passing the torch: a management buyout success story. This episode is useful for founders of boutique professional service firms who are working on growing a boutique professional services firm, improving operational efficiency, and building long-term firm value. Topics covered are growing a boutique professional services firm, improving operational efficiency, and building long-term firm value. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Sel Watts about how a professional services firm solved designing leadership: getting the right people in the right roles from growth to exit. This episode is useful for founders of boutique professional service firms who are working on preparing for a profitable exit, maximizing enterprise value, and navigating an M&A process. Topics covered are preparing for a profitable exit, maximizing enterprise value, and navigating an M&A process. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Professional services firm | Boutique Professional Services In this episode, Greg Alexander speaks with Chris Prinos, founder of Indigo Trigger about how a professional services firm solved from small gathering to strategic asset. This episode is useful for founders of boutique professional service firms who are working on growing a boutique professional services firm, improving operational efficiency, and building long-term firm value. Topics covered are growing a boutique professional services firm, improving operational efficiency, and building long-term firm value. Learn more about Collective 54, the community for founders of boutique professional service firms.

Firm Type: Consulting firm | Boutique Professional Services In this episode, Greg Alexander speaks with James Wilton about how a consulting firm solved pricing power: the fastest path to revenue growth in professional services. This episode is useful for founders of boutique professional service firms who are working on improving firm margins, pricing for profitability, and moving away from cost-plus pricing. Topics covered are improving firm margins, pricing for profitability, and moving away from cost-plus pricing. Learn more about Collective 54, the community for founders of boutique professional service firms.