Pro Serv Podcast by Collective 54
Business
Embarking on the journey of selling your firm can be as complex as it is exciting. In this session, join
Collective 54 member Jay Smith, Vice President of Sales at Integris IT, as he helps demystify the due
diligence process, ensuring you navigate these critical waters with confidence. From legal audits to
financial analysis to customer references and employee satisfaction reviews, we delve into the essential
steps every seller should undertake to secure a transparent and advantageous deal.
https://www.collective54.com
Episode 92 – How a Financial Services Firm Is Scaling Beyond a Lifestyle Business by Building a Sales Engine
Episode 91 – How the Founder of an Architecture Visualization Firm Built a Culture That Produces Zero Employee Turnover – Member Case with Jing Johnson
Episode 90 – How a Marketing Agency Packaged 15 years of Knowledge into a Proprietary Methodology
Episode 89 – How an Investment Bank Generates a List of Potential Buyers for Your Firm
Episode 88 – How a Founder of a Training Firm Scaled his Firm by Scaling Himself
Episode 87 – Why Hiring an Investment Banker is the Right Move for First-time Founders Trying to Exit
Episode 86 – How a 43-year-old Marketing Agency Handled a Generational Transfer
Episode 85 – Why Waiting Too Long to Sell Your Firm Could Be Very Costly
Episode 84 – A Marketing Agency’s Approach to Sharing Equity with Key Employees
Episode 83 – How a Brave Founder Scaled his Software Development Firm by Confronting his Blind Spots
Episode 82 – How a Technology Service Provider Transitioned from a Founder Driven Sales Model to a Sales Team
Episode 81 – Why, and When, a Professional Services Firm Should bring Recruiting In-House
Episode 80 – How a Founder of an HR Consulting Firm Escaped a Lifestyle Business
Episode 79 – How to Attract an Unconventional Buyer for a Tough-to-Sell Small Consulting Firm
Episode #78 – How a Consulting Firm Redesigned the Organization to Successfully Deal with Pricing Pressure
Episode 77 – How a Founder is Scaling Her Marketing Agency by Getting Prospects to Come to Her
Episode 76 – How an IT Services Firm Built an Executive Leadership Team – Member Case
Episode 75 – How a Consulting Firm Leverages Specialist to Increase Scale – Member Case
Episode 74 – How a Demand Generation Agency Scaled Its Culture With a Remote Workforce – Member Case
Episode 73 – How a 63-Year-Old Ad Agency Stays Relevant by Launching New Service Offerings – Member Case
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