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The Importance of Creating a Valuable Firm

We pivot to our new series, Creating a more valuable firm. In this episode, we talk about the definition of value and the value-creating levers leaders can pull to systematically enhance their...

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The Investor’s Perspective on Value

Michelle Swan joins us to talk about the objective and subjective value drivers that her growth-equity firm, Tercera, uses to evaluate firms. We learn that value is often in the eye of the beholder.The...

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Creating and Realizing Value in the AEC Industry

Steve Gido from ROG Partners, a leading valuation firm, talks about macro and micro trends impacting the creation and realization of value in the AEC industry.The post Creating and Realizing Value in...

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Determining and Driving a Firm’s Core Value-A Turnaround Expert’s View

Jeff Hyland from turnaround expert, CR3, tells us how CR3 determines a firm’s core value and why inertia is the greatest threat to long-term value creation for both healthy and at-risk firms.The post...

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Adapting Your Business Model to Maximize Value with Mark Stach

Mark Stach, Chief Services Officer from ESG SaaS-provider Sphera, shares when, why, and how firms should change their business models to maximize value for clients and the firm.The post Adapting Your...

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Big Thoughts on Creating Value From Serial Founder, Jay Laabs

Jay Laabs, CEO of Spaulding Ridge, shares hard-learned lessons from life as a serial founder, acquirer, and board member of professional services firms. From defining value to measuring what matters...

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Creating Multi-generational Value: Lessons from Family Business with Kristi...

Kristi Daeda, CEO of The Family Business Consulting Group, shares lessons professional services firms can take away from family businesses to turn a founder’s blood, sweat, and tears into...

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Why Professional Services SaaS Ambitions Often Fail with Mark Littlewood

Mark Littlewood, CEO of the Business of Software, joins us to talk about the state of the software business — where it’s been, where it’s going, and why professional services firms’ software ambitions...

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The Global State of the Accounting Industry with Giles Brake of Alliott...

Giles Brake, CEO of Alliott Global Alliance, an international alliance of independent professional firms, shares insights on the global state of owner-managed accounting firms. The war for talent...

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What Clients Have to Say About Your Firm’s Thought Leadership

Jason shares the findings of his latest collaborative research on thought leadership marketing and previews his upcoming best practices conference.The post What Clients Have to Say About Your Firm’s...

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Navigating the 5 Tensions of Thought Leadership Strategy

Today’s revenue or tomorrow’s? Speed or quality? Existing clients or new ones? Jason and Jeff dive into the 5 tensions firms face when it comes to developing effective thought leadership strategy.The...

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The Toughest Job in Professional Services with Scott Kost from Eide Bailly

Scott Kost, Technology Leader from Eide Bailly, chronicles life as a practice leader and coaches us on how to “get to the work that matters” and bring out our teams’ full potential.The post The...

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Conscious Leadership with Dolores Stevens from The Conscious Leadership Group

We spelunk the internal caverns of leaders’ minds with Dolores Stevens from The Conscious Leadership Group. Dolores teaches us how to become more effective leaders by living more self-aware, overcoming...

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Building a Thought Leadership Campaign Strategy

We dive into why thought leadership promotional campaigns fail. Jason offers advice on how to get yours on the right track through proper goal setting. We expose the wisdom of long-term thinking and...

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Cutting Through the Noise

Over 1.4M lifetimes of content were added to the world in 2020 alone. How will your thought leadership stand out? Jeff and Jason discuss 5 ways services firms can cut through the noise.The post Cutting...

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Why Your Organization Should be Coaching Your People to Achieve High Performance

Mary Herrmann, executive coach and practice leader from Bravanti, a global leadership firm, shares how we leaders can get the most out of our coaches and why your organization should be coaching your...

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Solution Architecture in 5 Steps

We introduce our new “In 5 Steps” episode format. In our pilot, we tackle the hairy challenge of creating a memorable solution architecture, so you don’t have to hear a client say, “I didn’t know you...

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Getting Your Firm to the National Level with Bryan Graiff from Armanino

Bryan Graiff, Private Equity Practice Leader from Armanino shares what it takes to grow a respected regional accounting firm into a national one. We cover strategy, people, M&A, integration,...

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Behind the Headlines-The Strategic Implications of an EY Split

We dive “Behind the Headlines” and discuss the strategic implications of EY’s noteworthy split-up of its consulting and audit businesses. What does it mean to consulting practices in and beyond the...

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Being Digital with Mazen Ghalayini from West Monroe

Mazen Ghalayini from West Monroe joins us to talk about the firm’s “Be digital.” positioning and what it takes to lead in a high-performance firm.The post Being Digital with Mazen Ghalayini from West...

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