Podcasts about Consulting firm

Bob Chapman, CEO of Barry-Wehmiller, explains how he built a $3.6 billion company by placing human dignity at the center of leadership. He describes the moment he recognized that "our history does not give us the future that we deserve," and how this led to a disciplined focus on balance, diversifying customers, industries, and technologies to create a stable enterprise.   Bob recounts the insight that reshaped his philosophy: every team member is "somebody's precious child," and leadership is stewardship, not control. Caring, in his view, is an economic principle: "The greatest act of charity is how you treat the people you have the privilege of leading."   Key insights include: The role of business-model design in protecting people, Why pricing should reflect market value rather than internal cost, How trust and relationships outperform transactional approaches, and Why growth often emerges from navigating adversity   Chapman argues that today's crisis is not financial but a "poverty of dignity," and calls for leaders to build organizations where people know they matter.   Get Bob Chapman's new book, Everybody Matters, here: https://shorturl.at/rYqlx   Claim your free gift: Free gift #1 McKinsey & BCG winning resume www.FIRMSconsulting.com/resumePDF   Free gift #2 Breakthrough Decisions Guide with 25 AI Prompts www.FIRMSconsulting.com/decisions   Free gift #3 Five Reasons Why People Ignore Somebody www.FIRMSconsulting.com/owntheroom   Free gift #4 Access episode 1 from Build a Consulting Firm, Level 1 www.FIRMSconsulting.com/build   Free gift #5 The Overall Approach used in well-managed strategy studies www.FIRMSconsulting.com/OverallApproach   Free gift #6 Get a copy of Nine Leaders in Acton, a book we co-authored with some of our clients: www.FIRMSconsulting.com/gift

Marissa Thomas, CEO and Co-founder of Unity Advisory, joined Emma Carroll, Head of Content at Source, on the latest episode of our The Future of the Firm podcast to discuss the learnings and challenges of combining deep expertise with AI-enabled delivery to create a new advisory firm that's fit for the modern market.   Marissa shared her insights on the following matters and more:     How co-founders Thomas and Steve Varley saw a disruptive opportunity from three angles—AI and other exciting technologies, what experts want from their careers, and what clients really need—to launch Unity Advisory in March 2025.    One benefit of launching a firm in today's landscape is being able to take a comprehensive AI approach: Unity Advisory is "AI born, not AI-retrofitted".  Unity strives to focus on the service areas where clients want more choice, feel there is a supply shortage, or are inconsistently served.   Having found that the traditional hours and rates model is not well-loved by clients, Unity is using a combination of fixed and outcomes-based fees, including fees linked to metrics like satisfaction and cost savings.   The combination of engineering or coding skills and deep technical knowledge in areas like finance or tax is becoming an increasingly valuable asset when forming a team of experts.  If you enjoyed this conversation, don't miss our sister podcast, Business Leader's Voice. In a recent episode, we talked to Ahmed Abdel Wahab, General Manager for India at Mars, about how to be a truly authentic leader in a time of volatility like today.  

Scott Levy spent two decades as an investment banker at firms like J.P. Morgan, advising corporate boards and senior executives on risk, growth, and capital decisions. Then he pivoted, serving on a public school board, teaching at Harvard, and writing Why School Boards Matter.   In this episode, we discuss: How Levy broke into investment banking and the lessons that carried him through twenty years on Wall Street What he learned about resilience, risk-taking, and long-term thinking at the highest levels of finance Why he left a successful career to focus on public education and democracy How business principles can, and cannot, be applied productively to education What executives misunderstand about AI, and the questions they should be asking   Get Scott's book, Why School Boards Matter, here: https://mitpress.mit.edu/9780262552721/why-school-boards-matter/   Claim your free gift: Free gift #1 McKinsey & BCG winning resume www.FIRMSconsulting.com/resumePDF   Free gift #2 Breakthrough Decisions Guide with 25 AI Prompts www.FIRMSconsulting.com/decisions   Free gift #3 Five Reasons Why People Ignore Somebody www.FIRMSconsulting.com/owntheroom   Free gift #4 Access episode 1 from Build a Consulting Firm, Level 1 www.FIRMSconsulting.com/build   Free gift #5 The Overall Approach used in well-managed strategy studies www.FIRMSconsulting.com/OverallApproach   Free gift #6 Get a copy of Nine Leaders in Acton, a book we co-authored with some of our clients: www.FIRMSconsulting.com/gift

James Shillinglaw of insider Travel Report talks with Kimberly Wilson Wetty, former co-owner and co-president of Valerie Wilson Travel and head of brand culture at Chase Travel Group, about her new consulting firm, Keep Wondering Why, which will advise travel companies and firms outside the industry about gender issues, family leadership transitions and much more based on her years of business and personal experiences. For more information, visit www.kwwinc.com. All our Insider Travel Report video interviews are archived and available on our Youtube channel (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.

Lynn Smith, former national news anchor for NBC News, MSNBC, and CNN Headline New, and now executive communication coach, reframes public speaking as an internal leadership skill, not a performance. She identifies the recurring obstacle as the "brain bully", the inner critic that turns preparation into paralysis, and shows leaders how to retrain it so that clarity, calm, and connection become repeatable outcomes.   This episode translates decades of live television experience into actionable communication tools for high-stakes settings—from boardrooms to keynotes to broadcast media.   Key takeaways: Name and neutralize the "brain bully." "It's that inner saboteur saying, 'You're not good enough' or 'What if you say the wrong thing?'" Smith explains. She traces these patterns back to early experiences and teaches clients to "control–alt–delete our prehistoric code" so fear no longer drives performance. People don't want perfection, they want resiliency. Recalling a keynote where she froze on stage, Smith says, "I had to stop and tell the audience, 'I'm so sorry, I'm failing at this.'" That failure became the basis for her coaching framework. "People don't want perfection, they want resiliency. They want to see people overcome." Replace over-scripting with intentional structure. "Executives spend hours memorizing, but the result is robotic. The big revelation is… it has nothing to do with your prep; it has everything to do with your mental game." Instead, she recommends bullet-pointing key ideas for authenticity and flow. Drill down, don't dumb down. Smith's "Goldilocks effect" balances preparation, "not too much, not too little", so communication stays sharp and digestible: "If you communicate everything, you communicate nothing." Make voice and presence technical. Drawing from broadcast training, Smith advises projecting "from your diaphragm, not your chest," and using "the power of enunciation" and pauses to improve recall and connection. Manage energy deliberately. "Everything is energy," she notes. High-frequency energy, calm, clear, positive, creates magnetism. "When you're vibrating at the level you want others to meet you at, people lean in." Model resilience for the next generation. Her children's book Just Keep Going distills the same mindset for young readers: that fear and failure are not endpoints, but steps toward growth. For executives preparing keynotes, investor meetings, or media appearances, this conversation provides a research-informed playbook to quiet the inner critic, align mindset and message, and lead with authentic, repeatable presence.   Get Lynn's book, Just Keep Going, here: https://tinyurl.com/ymt4jvtv   Claim your free gift: Free gift #1 McKinsey & BCG winning resume www.FIRMSconsulting.com/resumePDF   Free gift #2 Breakthrough Decisions Guide with 25 AI Prompts www.FIRMSconsulting.com/decisions   Free gift #3 Five Reasons Why People Ignore Somebody www.FIRMSconsulting.com/owntheroom   Free gift #4 Access episode 1 from Build a Consulting Firm, Level 1 www.FIRMSconsulting.com/build   Free gift #5 The Overall Approach used in well-managed strategy studies www.FIRMSconsulting.com/OverallApproach   Free gift #6 Get a copy of Nine Leaders in Acton, a book we co-authored with some of our clients: www.FIRMSconsulting.com/gift

Is capitalism still working, or is it due for an upgrade?   In this must-watch episode, authors Seth Levine and Elizabeth McBride discuss insights from their book Capital Evolution, sharing what they learned from interviewing top CEOs, including Jamie Dimon, Dan Schulman (PayPal), Peter Stavros (KKR), and others who are helping to reshape the social contract of business.   They explore: Why Jamie Dimon led 200 top CEOs to declare that companies should serve more than just shareholders. "If you ask Jamie Dimon, are you a capitalist? Because we asked him that, he said, I'm a rapacious capitalist." – Seth Levine Why the old model of shareholder primacy is failing How economic mobility has collapsed: "50 years ago, if you were born in the bottom 25th percentile of wealth, you had about a 25% chance of dying in the top 25th... Today, it's about 5%." Why ownership, not just wages, is key to the next phase of capitalism: "Ownership is a key to this new future that we see." How businesses, not just governments, must now lead on economic reform: "We believe in this current environment that businesses have the largest power and some responsibility to reshape the norms."  

"Most people can't remember the last time they went to bed and thought: today was fun."   In this conversation with Bree Groff, author of Today Was Fun, we recenter the conversation on joy, pleasure, and meaning at work. Bree shares why her mom always said, "I have the best days," what it taught her about how we spend our lives, and why fun is not frivolous, it's the driver of creativity, performance, and belonging.   We also dive into the future of work and AI: "If the AI is a train speeding up behind you, don't try to outrun it. Step off the tracks. Be the most human version of yourself." Why we should measure success not only in revenue and customers, but in whether our companies create good days. Why Mondays are not a renewable resource and how leaders can treat each day as a responsibility.   As Bree says: "The pain is optional, and the fun is free."

Obama is working overtime to keep New Jersey and Virginia as blue as possible. 60 Minutes interviews Donald Trump. BLM co-founder Patrisse Cullors is making HUGE changes that may signal the end of BLM. Guests: Ari Hoffman & Monica Paige

Scalable operations turn you from the person doing the work into the person creating the environment for great work to happen. That is what my guest Christine Schwitzer, the founder and CEO of Holistic Grants, and member of my Impact Collective Mastermind has found. Christine shares what it looked like to move from spreadsheets and mental checklists to real systems that give her visibility, structure, and peace of mind. We discuss how operational clarity helps her delegate with confidence, strengthens client delivery and allows her to lead her growing team with ease. Her story is a powerful reminder that scalable operations aren't just about efficiency, they are a pathway to better leadership. Connect with Christine Schwitzer: Linked In Holistic Grants Website Previous Episode:50: [client success] From Solo Grant Writer to Agency Owner with Christine Schwitzer  Let's grow your consulting firm together!  

The state is hiring an outside consulting firm to help the Bridgeport school system.  Pennsylvania based Public Works LLC will be working with the district through June of next year. We got an update from interim superintendent of schools, Dr. Royce Avery. Guests are kindly asked to RSVP by Tuesday, November 4, 2025, at noon using the link here: https://bit.ly/48Le7mY The event will also be streamed via www.bridgeportedu.net and Bridgeport Public Schools - YouTube Image Credit: Getty Images

If you're bringing in $300K or more, you've already built something successful. But what got you here won't get you to $1M—and it definitely won't get you more time, ease, or freedom. In this episode, I walk through what a scalable consulting firm actually looks like, from the offer that fuels it to the team and leadership shifts that make growth sustainable. You'll hear the story of two fictional consultants—Riley and Jean—and see exactly what changes when you stop being the business and start leading one.

Listen to this episode if you: are an early career engineer, are contemplating a career change, or just like engineering career stories.This Week in LinkedIn Lunatics:1. Sandwich Leave??2. "I won't hire a great candidate because of pronouns"⁠⁠⁠⁠⁠⁠⁠College Questions1. Is Chemical Engineering dangerous?2. Is it worth getting my MBA?3. Good minors for Civil Engineering with a discipline in constructionInternships⁠1. I didn't learn anything at my Civil Engineering Office internship.Career Questions1. Do we underfunded public sector at a higher cost to taxpayers?2. Engineering recruiters piss me off3. Senior Project Control Specialist without education?4. Wife lost her job, and I need a raise.5. Road to 150k+6. What even is the point of Salaried positions these days?Don't miss a blog post or a podcast episode, subscribe to my newsletter on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.ENGRingSuccess.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Support the on podcast on Spotify or on Patreon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/engineering-success (preferred)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/ENGRingSuccess⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Top tier supporters - shout out each episode of the month for $10 monthly donation. Follow along on all social medias: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://engringsuccess.com/link-in-bio/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠To submit your question, email ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠daniel@ENGRingSuccess.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe on YouTube to watch short excerpts of podcast episodes addressing specific topics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCj86alc3a7_A_PibgYpkWFg⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠Daniel is a Mechanical Engineering graduate of Trinity University's B.S. in Engineering Science and currently works in Commercial Management in the Engineering and Construction Consulting Industry. All views expressed on this podcast are his own and do not reflect the opinions or views of his employer. Music by Maxgotthetracks: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://open.spotify.com/artist/0Pclog68AY⁠Join my groups on Facebook to discuss Engineering Career Development with like-minded people:Young Professional Engineers: https://www.facebook.com/groups/1804199923282340/LinkedIn Lunatics: https://www.facebook.com/groups/879813143342361/Engineering Career Development: https://www.facebook.com/groups/1452344272251413To submit your question, email daniel@ENGRingSuccess.comor visit my website www.ENGRingSuccess.com Thanks to Spotify for making this podcast possible. If you want to see more of Engineering Success, make sure to follow on Spotify for more content.For the most up to date content, listen on your favorite audio provider:Main page: https://spotifyanchor-web.app.link/e/5nTK0zM3VzbGoogle Podcasts:https://www.google.com/podcasts?feed=aHR0cHM6Ly9hbmNob3IuZm0vcy81NTkzZDg5OC9wb2RjYXN0L3Jzcw==Apple Podcasts:https://podcasts.apple.com/us/podcast/engineering-success-podcast/id1569193027Spotify:https://open.spotify.com/show/4AnBWxE0BdY2dTmbAw4x1jand more!Music by Maxgotthetracks: https://open.spotify.com/artist/0Pclog68AY1ArXm5PiApCX?si=Qp7j2eAyTHyV_R4_QLjbEA00:00 - Start02:31 - LinkedIn Lunatics02:42 - Sandwich Leave05:08 - Won't Hire Because of Pronouns08:31 - College/Pursuit of Engineering Questions08:41 - Is Chemical Engineering Dangerous?12:41 - Is it Worth Getting my MBA?18:21 - Minors for Civil Engineering w/ Discipline in Construction22:15 - Internship Questions22:24 - I Didn't Learn Anything at My Civil Engineering Office Internship25:42 - Industry Questions25:58 - Do we underfunded public sector at a higher cost to taxpayers30:24 - Engineering recruiters piss me off35:00 - Marker 1337:48 - wife lost job and I need a raise42:14 - Road to $150k46:28 - What is the point of Salaried Positions?

This episode features a conversation with Barbara Gorder, a consultant to the wine business who recently became the Managing Partner for the Direct to Consumer (DTC) Wine Symposium. We met at the 2025 edition of this conference out in Monterey, CA, and I am currently designing a session for the January 2026 edition on the opening day of the conference that has been inspired by our Sommlympics competition. We talk about how this event has evolved over the years and also how Barbara's background in marketing and consulting plays into the design of the programming. Barbara is the President of Undisclosed Location, a nationwide creative consulting firm that develops business strategies, marketing plans, and creative work for clients by assembling tailored teams from across the US. She started her career in advertising at Leo Burnett and DDB, creating campaigns for notable clients like General Mills, GM, and Proctor & Gamble. She even launched the Army of One campaign for the US Army while leading new business efforts. She specializes in branding and working with a diverse range of clients, from startups to public companies, so we dive into a conversation about what creativity looks like these days in wine marketing and the value of wine marketing. We even reveal a few details - a podcast exclusive sneak peek - of the 2026 DTC Symposium agenda and featured speakers. We hope this gives you a unique exploration of this segment of the wine industry and offers an intriguing exploration of the current wine marketing landscape. You can follow @dtcws on Instagram and visit www.dtcwinesymposium.com for all the information about the conference.Recorded August 18, 2025

Most consultants don't think about scalability until it's too late. By then the options are often shutting down, taking a job, or rebuilding from the ground up. In this episode, I share three stories that illustrate what happens when a business depends on one person to hold it all together. You'll also hear why a scalable consulting firm isn't just about growth, but about protection and possibility. You'll learn: Why waiting to scale can leave your business fragile What protection and possibility really mean for consultants The four key facets of a scalable consulting firm How scalability creates margin in your time, money, and energy This episode will help you reflect on the foundations of your own consulting business and what might need to shift before life interrupts.

Guest: Stefan Bolleininger  Title: From Zero to One: Creating your Consulting Firm  Logo: Be on Quality   Telling the story behind Be on Quality,   the challenges for you,   the way you did grow the business,   the things you would do differently   cost  Sharing also the life of a CEO that did start this project.   How many hours are you working,   is it easy to disconnect,   what are your fears....   AI  What's next for Be on Quality    Link:  Be on Quality:  https://www.be-on-quality.com/ Stefan Bolleininger Linkedin:  https://www.linkedin.com/in/stefan-bolleininger-3a717028/ Quick recap  Stefan shared his entrepreneurial journey from working in automotive quality management to founding and growing his medical device consulting company, which was later acquired by a French engineering firm and merged with his sister company in Switzerland. Through discussions with Monir about his business experiences, they explored topics including customer relationships, pricing strategies, and the challenges of managing company growth while maintaining quality and communication. Stefan emphasized the importance of taking risks, maintaining industry connections, and leveraging technology while emphasizing the value of human interaction in their field, particularly in the context of his company's recent acquisition and expansion.  Next steps  Stefan to continue leading Be on Quality through the merger with Volker group.  Be on Quality team to expand services, particularly in AI implementation for medical devices and clinical trial areas.  Stefan to maintain transparent communication with employees regarding company changes and future plans.  Be on Quality to collaborate with sister company Be on Conception in Switzerland on combination products.  Stefan to continue balancing work responsibilities with personal time, including occasional “beach visits”.  Stefan to maintain regular revenue and project load calculations to mitigate fears about project availability.  Stefan to focus on providing value and mentorship to senior consultants and business area leads.  Be on Quality team to continue using AI as a tool to enhance work efficiency without replacing human expertise.  Summary  Journey to Medical Device Consulting  Stefan shared his journey from working in automotive quality management to founding his own medical device consulting company, Be on Quality GmbH, after being encouraged by his mentor. He described how he grew the business through referrals and local connections in Nuremberg, where there are approximately 500 medical device companies. Stefan emphasized that taking risks is essential for growth, particularly when transitioning from freelance work to company ownership, and noted that his supportive wife's encouragement was crucial since he was the first entrepreneur in his family.  Customer Retention Strategies in Medical Devices  Stefan emphasized the importance of maintaining connections and visibility in their industry, highlighting that cold calling and direct knocking do not work effectively. He shared experiences of past customer relationships, including a challenging project where deliverables did not meet the client's expectations, leading to a contract that could not be salvaged. Stefan stressed the need for clear communication and alignment with customer expectations to ensure long-term customer retention, which is crucial in their competitive medical device regulatory market. Monir suggested a mechanism for filtering potential customers with a small initial project to assess compatibility and expectations, which Stefan acknowledged as a useful approach, especially for startups and small companies.  Business Growth and Team Dynamics  Stefan discussed his business challenges, including a difficult working relationship with a former colleague that led to a split, but emphasized that such challenges are part of growing a company. He reflected on how his company, which started in 2017 and began as a freelance business in 2013, has grown to 27 employees, with his team sometimes advising him to focus on organic growth rather than taking on new projects. Stefan noted that while MDR hasn't significantly accelerated his business, he finds working with technology and engineering companies most comfortable, though his team has expertise across various product types.  Client Pricing and Documentation Insights  Stefan and Monir discussed pricing challenges with clients, where Stefan noted that while some clients negotiate prices, none have shown negative emotions about pricing. They also discussed the high costs of notified bodies and the importance of creating high-quality technical documentation to reduce review rounds. Stefan shared his perspective as CEO of Be on Quality, revealing he works approximately 50 hours per week and enjoys his job, though he prefers the concept of office time and home time rather than work-life balance.  AI's Role in Human Work  Stefan shared his professional journey, particularly in housing and installation projects, and expressed concerns about the evolving nature of his role as the company grows. He acknowledged his fear of not being able to provide sufficient mentoring to his colleagues, despite his efforts to maintain a hands-on approach. Stefan also discussed his perspective on artificial intelligence, emphasizing its potential to enhance rather than replace human work, and highlighted the importance of human interaction in their industry. Monir encouraged Stefan to view AI as a tool to assist and inspire, rather than relying on it systematically for all tasks.  Strategic Company Acquisition Success  Stefan discussed the recent acquisition of his company by a larger partner, which he described as a strategic move to expand services and reach. He emphasized that the decision was made after thorough discussions with his team, who supported the merger despite initial concerns about changes. Stefan highlighted the importance of trust and open communication within the company, which he believes contributed to the successful transition. The acquisition has allowed his company to grow and make a bigger impact, with additional resources and expertise from the partner company. 

We want to hear from you.If you've been enjoying the show, we'd love your input. It only takes a minute to answer our listener survey, and your feedback really helps us improve the podcast: https://docs.google.com/forms/d/e/1FAIpQLSeb6AltIruAF2Ut0I3b-6XmdAeO0TNNJP_SlRGOo11syj4Uhw/formResponseIn this episode, Chris sits down with Brian Miller—former professional magician turned speaker, TEDx coach, and founder of a message design firm for experts—for a rigorous and thought-provoking conversation about real thought leadership. No fluff, no vague buzzwords—just a clear framework for how to lead with ideas that matter.They dive into how to turn expertise into impact, the difference between being visible and being valuable, and why the best communicators don't just speak—they persuade, challenge, and invite others to think differently.Timestamps:(00:06) – Becoming a Thought Leader Through Storytelling(04:09) – Understanding Thought Leadership: Assertions, Judgments, and Predictions(08:54) – The Role of Assertiveness in Leadership(15:53) – The Art of Making Predictions(24:00) – The Challenge of Flawed Characters in Storytelling(27:43) – The Art of Messaging in Communication(37:25) – The Art of Persuasion: Building a Compelling Argument(38:49) – Understanding Paradigm Shifts(46:04) – The Art of Misdirection in Storytelling(52:58) – The Secrets Behind the Magic Trick(01:00:01) – The Role of Luck and Preparation in Success(01:07:39) – Navigating Low Trust in a Noisy WorldCheck out today's guest, Brian Miller: Brian's YouTube: https://www.youtube.com/@brianmillerspeaksBrian's Website: https://www.brianmillerspeaks.com/Brian's Consulting Firm: https://clarityupconsulting.com/Check out The Futur:Website: https://www.thefutur.com/Courses: https://www.thefutur.com/shopLinkedin: https://www.linkedin.com/company/the-futur/Podcasts: https://thefutur.com/podcastInstagram: https://www.instagram.com/thefuturishere/Facebook: https://www.facebook.com/theFuturisHere/Twitter: https://x.com/thefuturishereTikTok: https://www.tiktok.com/@thefuturishereYoutube:https://www.youtube.com/thefuturishereCheck out Chris Do:Website: https://zaap.bio/thechrisdoLinkedIn:https://www.linkedin.com/in/thechrisdo/Facebook:https://www.facebook.com/BizOfDesignInstagram:https://www.instagram.com/thechrisdo/Twitter:https://x.com/thechrisdoTikTok:

In this episode of Grow a Small Business, host Troy Trewin interviews Owen Tilbury, founder of Clip Consulting, who shares his entrepreneurial journey from launching a restaurant in Tasmania to selling it for nearly a million dollars before the 2008 financial crisis. Owen emphasizes the importance of systemizing processes, crafting a unique selling proposition (USP), and fostering community engagement. He discusses his pivot from corporate consulting to community development, leading to the Great Regional City Challenge, which has raised over $600,000 for local projects. Owen also highlights the value of celebrating small wins, balancing work-life goals, and preparing for life after selling a business. The conversation explores people management, including the role of honesty, clear performance documentation, and creating job satisfaction through autonomy, goal clarity, and recognition. Insights from his 44 years in business include mentorship, the importance of life goals beyond work, and lessons learned from initiatives like the Men's Table, a support group for men navigating life challenges. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? Owen Tilbury believes the hardest thing in growing a small business is finding and managing the right people. He explains that poor hiring choices can severely harm a business, and even well-qualified candidates on paper may not perform as expected. Letting staff go is never easy, but it's sometimes necessary when they aren't a good fit. He highlights the importance of setting clear goals, documenting performance, and being honest during the process. While he also discusses the challenges of systemizing operations, he makes it clear that people management is the toughest part of the growth journey. What's your favorite business book that has helped you the most? Owen Tilbury's favorite business book that helped him the most is The E-Myth by Michael Gerber. He credits it with fundamentally shifting his mindset about entrepreneurship, particularly the importance of systemizing a business rather than relying solely on personal effort. The book helped him move beyond the "myth" of the natural entrepreneur and focus on building scalable systems that could operate without him, which became a key factor in the long-term success and eventual sale of his consulting business. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Owen Tilbury didn't specifically mention any particular podcasts or online learning resources by name in the interview. However, he emphasized the value of lived experience over theory, suggesting that small business owners should learn directly from others who have actually built businesses. He praised initiatives like the Grow a Small Business podcast itself for featuring real-world stories and practical insights, rather than purely academic advice. His approach to learning leans toward practical, experience-based sharing, community engagement, and learning by doing rather than relying heavily on formal online resources. What tool or resource would you recommend to grow a small business? Owen Tilbury recommends systemization as the most powerful tool to grow a small business. He highlights the importance of creating structured processes that allow the business to operate smoothly without relying solely on the owner. Specifically, he developed a systemized consulting framework called the Profit and Growth Process, which included custom software, manuals, surveys, and templates to streamline business planning and improvement. This approach not only enhanced consistency and scalability but also made his business valuable enough to sell for 15× EBITDA. For Owen, systemizing operations is the key resource every small business should invest in. What advice would you give yourself on day one of starting out in business? Owen Tilbury's advice to himself on day one of starting out in business would be to focus early on systemizing everything and to build the business around the life you want—not the other way around. He emphasizes that business should serve your life goals, not consume them. He also suggests being clear on what success looks like personally, not just financially, and to celebrate small wins along the way. Most importantly, he would remind himself to create a product or service with a clear competitive advantage (USP) and to not be afraid of failing small while learning fast. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Business should serve your life, not become your life — Owen Tilbury You don't need permission to make your community better — just start — Owen Tilbury Celebrate early and often—small wins build great journeys — Owen Tilbury      

Want to learn how we can help you grow your consulting business? Schedule your free Growth Session Call today! www.consultingsuccess.com/growMentioned in this episode:Get Expert Insights into Your Consulting Business: Claim Your FREE Growth Session Now!Want to get personalized feedback and actionable insights on your consulting business from seasoned experts who've been in your shoes? The Consulting Success Clarity Coaching Program offers just that, and you can experience a taste of it with a FREE, no-obligation Growth Session. On this call, you'll explore how to optimize your business model, refine your messaging, and build a predictable stream of high-value clients. https://www.consultingsuccess.com/coaching-for-consultantsJoin an Elite Group of Consulting Founders in Montreal for Serious GrowthImagine being in a room where every other 6 or 7-figure consulting founder is as serious about growth as you are. That's the Consulting Success Mastermind in Montreal (Sept 18-20, 2025). This is your opportunity to build real relationships with top-performing consultants, share wins and challenges, and grow strategically together. As one past attendee said, it's "exactly what I've been needing." Ready for powerful connections & expert strategy? Explore the Montreal Mastermind: https://consultingsuccess.com/montreal

Protect vital government data with a custom identity and access management system implementation from Azure IAM, one of the fastest-growing IAM consulting firms in the US. Learn more at https://azureiam.com/ Azure IAM, LLC City: Sterling Address: P. O. Box 650685 Website: https://azureiam.com

Dr. Sophia Nnenna Ononye, PhD MPH MBA is a Yale-trained Cancer Research Scientist, Entrepreneur, Podcaster, Speaker, Certified Corporate Director, Board Advisor, Women's Health/FemTech Strategist, NMQF 40 under 40 Minority Health Leader, and Mentor. Dr. Ononye has over 15 years of cross-functional experience in the biopharmaceutical industry across drug discovery, medical affairs, strategic marketing, and corporate communications with a specialty training and focus on oncology and women's health. A contributing writer to several leading outlets including Inc,, Entrepreneur, Life Science Leader, Cell & Gene, MIT Technology Review, and WebMD, Dr. Ononye is a Yale Entrepreneur in Residence, Daré Bioscience Board Advisor and previous Independent Board Director and Member of the Nomination and Corporate Government (NG&C) and Compensation Committees, EY Entrepreneurs Access Network inaugural member, Dell Women's Entrepreneur Network Advisory Council Member, and former President of the Healthcare Businesswomen's Association (HBA) New York Chapter. Dr. Ononye's list of honors includes a 2023 National Minority Quality Forum (NMQF) 40 under 40 Minority Health Leader Award. -- Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at REF Orange County.

This week, Andrew sits down with Martin Sheppard, the National Chairman of KPMG Australia, a visionary leader whose drive and dedication have shaped the firm's strategic direction. Martin's journey is a testament to the discipline and resilience required to thrive in today's competitive landscape.With nearly 3 decades of experience at KPMG, Martin has mastered the art of merging governance with innovation, all while stressing the importance of being "MatchFit" and creating "Leadership Capacity" - a holistic approach that combines physical and mental readiness for peak performance."In terms of leadership, I'm not a big emailer and I'm not a big meeting requester...I think true leadership is actually knocking over and getting things out of the way and empowering other people..."In this episode Andrew and Martin discuss:2:30 Andrew and Martin's long term professional and personal relationship, Andrew's ADHD theory in relation to productivity and the brutal feedback Andrew gave to Martin on his presentation.7:10 How showing vulnerability and putting a bit of himself in the presentation helped Martin, believing in yourself and following through on it and learning as much about leadership outside of work as inside.11:55 Advice on leadership from the former premier of NSW, the rise of digital natives in the current crop of new hires and why KPMG bought Andrew's previous business.19:20 Why Martin looks 10 years ahead, not just 10 months, Martins philosophy on mentors and some of his and Andrew's mentors throughout the years.27:50 Martin's natural curiosity and how that leads him to new skills, taking a year off when he turned 50 and spending that time renovating his own house.32:40 Leading from the back of the room, doing a shred a couple of times a year to keep good habits and the start of the shred being a terrible feeling until you get used to it.36:40 Spending the first half of your life training to be healthy for the second half, how Martin researches guests for the KPMG podcast and Gary Windgrove's quote about Martin.40:20 Martin's partner Suzanne's thoughts on Martin, doing the Sydney to Hobart race makes the rest of the year seem easier and learning leadership skills from yacht racing.47:10 Martin's disastrous first Hawkesbury kayak race, not being able to walk past a piece of rubbish without picking it up and starting work at Spotless during a time of crisis.55:20 being under pressure from day 1 to do something clever at Spotless, some of Andrew and Martin's favourite AFR cartoons from that time and Martins safety net being his family and his values.1:02:40 Dealing with tall poppy syndrome, how consulting firms can adopt AI and using AI technology for the benefit of the customers.1:09:45 Martin's love for KPMG and all it has done for him, removing the hard limit of retiring at 58 in KPMG and how Martin is able to synthesise information so effectively.1:20:00 Making sure to take time off and recharge, recognising the tough times Andrew and Martin have been through and you can't control the wind but you can control the sails.Connect with Martin at his LinkedIn: https://www.linkedin.com/in/martinsheppard1/?originalSubdomain=auOr through the KPMG website: https://kpmg.com/au/en/home/contacts/s/martin-sheppard.htmlView the AFR cartoons mentioned in the podcast:https://performanceintelligence.com/wp-content/uploads/2025/05/33d364e1f8f4f4f0b2c9b3e5d9c195a7.webphttps://performanceintelligence.com/wp-content/uploads/2025/05/813111e20707ef1bd7a1e38c3a2fdd6b670595f1.webphttps://performanceintelligence.com/wp-content/uploads/2025/05/f9a05922d440f4f9f9a365d589da430770b4526d.webpListen to the podcast with Arthur Brooks: https://findingmastery.com/podcasts/arthur-brooks/ Use Code "PIPODCAST10" to get 10% off your Lumo Coffee order:https://lumocoffee.com/Learn more about Andrew and Performance Intelligence: https://performanceintelligence.com/Find out more about Andrew's Keynotes : https://performanceintelligence.com/keynotes/Follow Andrew May: https://www.instagram.com/andrewmay/If you enjoy the podcast, we would really appreciate you leaving a short review on Apple Podcasts, Spotify or Google Play. It takes less than 60 seconds and really helps us build our audience and continue to provide high quality guests.

Azure IAM can now help you create stunning front-facing customer login portals by combining Okta's toolkit with Azure Active Directory. To find out how you can easily keep your customers' data safe and secure, visit https://azureiam.com/ Azure IAM, LLC City: Sterling Address: P. O. Box 650685 Website: https://azureiam.com

Show Notes: Steven Chao, a US-born second-generation college student, shares his experiences growing up in South Carolina and feeling overwhelmed upon arriving at Harvard in 1988. He found solace in joining the Collegium Musicum, a classical musical singing group at Harvard, which helped him find his footing and connect with people from his class.  From Biochem to Game Design to Consulting Steven majored in biochemistry, which expanded his social circle and helped him find happiness. Steven's parents were both PhDs and pushed him into the MD PhD program. However, he faced challenges in medical school and research, leading to questions about his path and the decision to pursue a career in computer gaming. Steven talks about his experience working in the sound and asset acquisition field at Activision in LA. He initially had a great time there but ultimately decided that it wasn't the long-term solution for him. He returned to his PhD program and he pinned his hopes on becoming a doctor. During the last half of the MD program, Steven realized that he didn't want to be a researcher or go into medicine. He found an opportunity to explore other careers beyond medicine or research through a sub-intern at McKinsey.  The McKinsey Years Steven joined McKinsey full-time in 2001 and worked in the Boston office. The bulk of his work was in the payer and provider space, mainly health insurance and hospital systems. He spent about four and a half years at McKinsey, starting from scratch with no business background, which proved difficult. Steven's PhD focused on biology, not analytical skills, but rather gene genetic rearrangement and plasmids, and he felt lost at the beginning of McKinsey. At the same time, he also participated in the mini MBA program in Austria.  Despite meeting great friends at McKinsey, his work was hit or miss. Steven talks about a few of the McKinsey projects he worked on and how a pharma project with Jeff Elton piqued his interest in returning to biopharma. He later worked with Kim Packard, who was his first and best mentor at McKinsey. Steven was late to promotion and advancement, and in 2004, when his wife became pregnant, he gave up his job and started considering what he would do next. Boutique Consulting, Life Sciences, and Biotech Companies In 2004, Steven joined a small consulting group at an investment bank called Leering Swan, which focused on life sciences and biotech companies. This was a better fit for Steven, who had always wanted to leverage his love for science. He joined the firm and was assigned to a project in Parkinson's disease. The experience was mind-blowing, as he interviewed world experts in this space. He was hooked within a week and found the career to be a good fit for him. The combination of his love for science and medicine, without needing to do research or have a career in clinical practice, was perfect, as he loved learning about different aspects of medicine, and the variety and diversity of the day-to-day work.   Founding ClearView Steven left Leering Swan with two other people in 2008 to co-found ClearView. ClearView was born of the same concept as Leering Swan, but focused on life sciences, biotech, pharma, private equity clients, diagnostics companies, and strategic consulting. Steven's primary hat was recruiting, and he continued to love every second of doing so. ClearView Healthcare Partners is now a well-known, private consulting firm with several 100 employees. The company has a growing presence in London, India, San Francisco, New York, and Boston.  Family Life and a Love of Musicals On the personal side, Steven has a family of four children, three girls and a boy. They also have two in college and two still in high school. The oldest is a sophomore at Harvard. Music has always been a significant part of their family. They have a love for Broadway musical theater, and they have spent a lot of time attending performances. Their youngest son is doing a local production of Hadestown in Wellesley, and their oldest is performing at the Agassi theater in a production of 9-5, the film with Dolly Parton, which has themes of female empowerment.     Timestamps: 04:50: Transition to Medical School and Early Career Challenges  13:14: Joining McKinsey and Early Consulting Experience  23:20: Discovering a Passion for Biopharma Consulting 30:04: Founding ClearView Healthcare Partners  37:27: Personal Life and Family  Featured Non-profit: Hi. This is Steve Chao, class of 1992. The featured nonprofit of this episode of The 92 report is the Merriemack Repertory Theater. My wife and I love live theater. The MRT is a fantastic organization that puts on plays and musicals every year, serving a wide catchment area in and around Lowell, Massachusetts. I was actually introduced to the MRT via a fellow class of 92 Carrie Suzawa, married named Michael. And you can learn more about the work of the MRT through the website, mrt.org. And for now, here is Will Bachman with this week's episode.  To learn more about their work, visit: https:mrt.org.   

Why you should listenLearn why most AI tools still underdeliver for Salesforce consultants—and how to close the gap with your own processes.Discover how to practically use ChatGPT Pro for Salesforce delivery (not just theory).Understand why AI Process Engineering is emerging as a critical trend—and what it means for the future of consulting.If you're overwhelmed by the AI noise but still wondering how to actually apply it to Salesforce delivery, this episode is for you. Andy Forbes, VP at Capgemini and co-author of ChatGPT for Accelerating Salesforce Development, joins me to share how his team is using AI today to drive real client outcomes—from building 83-page implementation playbooks to treating ChatGPT like a memory-enabled coworker.We dive into why most AI tools still fall short for Salesforce consultants, how to structure AI processes that actually save time, and why the emerging trend of AI Process Engineering will reshape consulting roles. Whether you're hands-on in delivery or running a firm, you'll walk away with practical strategies to stay ahead without getting lost in the AI hype.About Andy ForbesAndy Forbes is the lead author on a book about the use of Artificial Intelligence for IT project delivery. He specializes in bridging the gap between business strategy and cutting-edge technology. Andy's career has been defined by a relentless focus on crafting innovative solutions that drive measurable outcomes for global organizations, spanning SaaS, AI, and digital transformation. Today, he is dedicated to advancing the integration of generative and predictive AI into IT project delivery and helping organizations harness the transformative potential of these technologies. His work includes pioneering AI tools to accelerate delivery teams, designing architectures that embed AI into enterprise landscapes, and writing books and thought leadership pieces on the future of AI-driven delivery and capabilities. Andy is passionate about fostering collaboration and mentoring teams to deliver excellence at scale, across implementing IT solutions, developing AI-powered applications, and creating delivery methodologies that redefine what's possible.Resources and LinksCapgemini.comAndy's LinkedIn profileAndy's book: ChatGPT for Accelerating Salesforce DevelopmentPrevious episode: 605 - You Can't Own a Niche You Don't UnderstandCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resources

This week in the guest chair, we have former Podcast Moguls student Zach Nunn, Founder and CEO of Living Corporate. Zach unpacks how he turned his podcast into a thriving consulting business, landing brand partnerships with major corporations like Pfizer and more. He talks about the strategies behind creating authentic, high-quality content, leveraging interviews as a networking channel, and maximizing the value of a show's back catalog.In this episode he shares:Why owning your IP is a game-changer for growing podcast revenueHow to repurpose past podcast episodes into new offers (and sell them)Why being transparent about your numbers, no matter how small, can still land you big corporate clientsHow he applied what he learned in Podcast Moguls to his business modelHighlights include: 00:00 Intro04:50 Centering marginalized voices in the workplace08:50 Side hustling while juggling a full-time job11:41 Developing a “bundle” approach to brand partnerships17:30 Expanding from a single podcast to a network37:00 Leveraging 900 hours of archived interviews for his AI e-learning platform51:00 Transitioning from DEI language to “experience management”1:02:00 Advice for entrepreneurs Check out episode 455 of Side Hustle Pro podcast out now on Apple Podcasts, Spotify, and YouTubeThis episode is brought to you by: Skillshare: Take Nicaila's class and explore thousands more hands-on classes taught by creative experts from around the world. Get one month free at sidehustlepro.co/skillshare.Links mentioned in this episodePodcast Moguls Coaching: https://sidehustlepro.co/podcastmoguls/ Living Corporate: https://living-corporate.com Zach's LinkedIn: https://www.linkedin.com/in/zacharynunnphr Zach's email:zach@living-corporate.com Opus Clip (auto-generate multiple clips): https://opus.pro RedCircle: https://redcircle.com CEO Action: https://www.ceoaction.com/ AnnouncementsJoin our Facebook CommunityIf you're looking for a community of supportive side hustlers who are all working to take our businesses to the next level, join us here: http://sidehustlepro.co/facebook Hosted on Acast. See acast.com/privacy for more information.

Send us a textWith so many consulting firms out there - MBB, Big 4, boutiques - how do you find the best fit? Should you specialize or stay generalist?In this Strategy Simplified episode, recorded from a live event and presented by Bates White, the Management Consulted team breaks down how to choose the right firm for your career.Tune in for a practical framework to help you evaluate:The roles and levels available to youHow your background (industries, functions) impacts your optionsThe best geography for your career goalsWhether MBB, Big 4, or a boutique firm is the right path for youIf you're exploring consulting but unsure where to start, this episode will help you find clarity and direction.Additional ResourcesJoin Black Belt for expert support identifying the right firms for you, building a networking and application strategy, and prepping for interviewsFind top consulting jobs on the Management Consulted Job BoardConduct firm research and find consultant email formats on the Consulting Firm DirectorySee how much you can make at 100+ consulting firms in the Salary ReportSee application deadlines for advanced degree Bridge ProgramsPartner LinksExplore open roles at Bates White (email: careers@bateswhite.com)More info on Palm Tree careersConnect With Management Consulted Book a free 15min info call with Katie. Follow Management Consulted on LinkedIn, Instagram, and TikTok for the latest updates and industry insights. Join an upcoming live event - case interviews demos, expert panels, and more. Email our team (team@managementconsulted.com) with any questions or feedback.

In this episode, we'll dive even deeper into value proposition design ... and discuss the next critical issue: Defining your consulting firm's ideal client profile or "ICP." Flo will guide you through all key steps, from defining "ideal" to reviewing your best recent engagements, to deriving a crisp description of your ICP.   Credits Voices, production, etc. by Ash and Flo. Creative and design advice by @calmar.creativ Into, outro voiceover by @iamthedakota Music also by @iamthedakota   Show notes Link to our handy "Best Engagement Review Guide" (a Google Doc)

A cannabis laboratory is no longer a backyard operation but a regulated facility no different from that of pharmaceutical companies. Let Hempire Labs S.L. help you build a profitable operation by keeping you compliant with its world-class consulting service. Learn more at https://hempirelabs.eu Hempire Labs S.L. City: Marbella Address: POLIGONO NUEVA CAMPANA, 93 Website: https://hempirelabs.eu

Register for:Employee Issues & Non-Competes When Buying a Business - Thu March 13 - https://bit.ly/3F6dasGThe live Q&A with Nick on March 25th: https://bit.ly/3DoZfgDIndustry outsider Nick Munsee bought a traffic engineering firm for a good price, carefully de-risking the acquisition.Topics in Nick's interview:Managing from out of stateThe white whale: a deal that almost happenedLessons from a failed acquisitionFinding Hales EngineeringUnderstanding the traffic consulting businessNavigating lender challengesIncentivizing key employeesChallenges in consulting business growthProject-based revenue insightsThe abrupt customer hand-offReferences and how to contact Nick:LinkedInHales Engineeringnick@saltbros.coWork with an SBA broker who focuses exclusively on helping entrepreneurs buy businesses:Matthias Smith of Pioneer Capital AdvisoryGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsGet $200 off your ticket to the M&A Launchpad Conference in Houston on May 3rd:https://www.malaunchpad.com & enter code ACQUIRINGMINDSConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron

The Cybercrime Wire, hosted by Scott Schober, provides boardroom and C-suite executives, CIOs, CSOs, CISOs, IT executives and cybersecurity professionals with a breaking news story we're following. If there's a cyberattack, hack, or data breach you should know about, then we're on it. Listen to the podcast daily and hear it every hour on WCYB. The Cybercrime Wire is brought to you Cybercrime Magazine, Page ONE for Cybersecurity at https://cybercrimemagazine.com. • For more breaking news, visit https://cybercrimewire.com

You've heard how important it is to refine your firm's value proposition - so let's get to it! In this episode, Flo will walk you through the process of filling in box nr. #1 in TheVisibleAuthority's "Value Proposition Canvas," and find a comprehensive (and compelling) answer to the question: Why do clients come to you? Credits Voices, production, etc. by Flo Creative and design advice by @calmar.creativ Into, outro voiceover by @iamthedakota Music also by @iamthedakota   Show notes No notes for this one!

Welcome to a MASTERCLASS on scaling a consulting business from $200K to $500K. This phase of business has one of the STEEPEST LEARNING CURVES because so much is changing at once. If you feel overwhelmed, you're not alone—this is the stage where every major area of your business shifts simultaneously. In this episode, I dive into the unspoken challenges that occur as you grow toward $500K, including changes in your clients, team, finances, operations, mindset, and leadership. I have personally listened to A LOT of podcasts about growing a business and have never heard this phase addressed in the comprehensive way I do in this episode.  Drawing from my work with nonprofit consultants and service providers, I break down why this stage of business growth can feel overwhelming, why so few coaches specialize in it, and the key transformations you need to navigate successfully. If you're in this growth phase, know that you're not alone. There's a path through the messy middle, and I'm here to guide you through it. ***Please share this with at least one other consultant today.*** Work With Me: Get clarity on your next best move and a strategic roadmap through the messy middle. In my 90-minute intensive, we'll create a personalized plan to package a service that fits your business goals and helps you thrive. Learn more at https://nataliemba.com/intensive.   Connect with Natalie on LinkedIn   Explore NatalieMBA.com

How exactly does a classically trained marketer transition from big-budget ad agencies to founding a consultancy that propels private equity portfolio companies to their revenue goals? Summer Craig, founder of Craig Group, joins Michael today to share her journey from corporate roles at HomeAway.com and Gulf States Toyota to building a 23-person growth advisory firm. Along the way, Summer uncovered a critical market gap: the challenge of attributing marketing spend to revenue, especially at the board level. Leveraging her experience and a key early client, she pivoted from media buying to strategic consulting, focusing on the underserved lower middle market. If you are struggling to connect with private equity firms, Summer's insights into aligning marketing strategies with financial outcomes offer a roadmap for consultants aiming to make a significant impact in specialized markets.In this episode, you'll learn:How Summer identified a critical market need while working with major brands and agencies.The steps Summer took to transition from a corporate employee to a consultant, including securing her previous employer as her first client.How Summer expanded her client base through strategic networking, and how adding a partner with private equity expertise proved pivotal.The critical financial metrics Summer tracks to ensure sustainable growth, including customer acquisition cost and margin analysis.How Summer adapted her firm's messaging to resonate with private equity clients, moving away from marketing jargon to the language of value creation.Why proactive outbound marketing and awareness building are essential, even in a referral-driven business model.That Summer offers a free CRO dashboard designed to help calculate CAC and LTV that's available here: Summer's FREE CRO Dashboard Download.Important Links:Summer CraigCraig GroupCraigGroup.IO on LinkedInSummer's FREE CRO Dashboard DownloadLove the show? Subscribe, rate, review, and share! https://www.consultingsuccess.com/podcastMentioned in this episode:Momentum ProgramBoost your consulting business in 2025 with the enhanced Momentum Program from Consulting Success, featuring new Pentagon Calls! Training starts February 4th. Get the strategies you need for predictable growth. Visit www.ConsultingSuccess.com/jumpstart to learn more and register. Check Out Our Youtube ChannelDon't miss any of our additional content over on our Youtube channel! https://www.youtube.com/@ConsultingSuccessTV

Rounding out 2024, Blake and David tackle tons of accounting news, including bookkeeping startup Bench's shutdown and the ongoing BOI reporting requirements saga. They also examine concerns about IRS Commissioner nominee Billy Long's credentials, including his "Certified Tax and Business Advisor" designation from a three-day seminar. Wrapping up, they review some of 2024's hottest stories, including declining CPA candidates, audit quality issues, and KPMG CEO Paul Knopp's Wall Street Journal op-ed about the "dying language of accounting."SponsorsLiveFlow - http://accountingpodcast.promo/liveflowSuralink - http://accountingpodcast.promo/suralink Cloud Accountant Staffing - http://accountingpodcast.promo/casTaxBandits - http://accountingpodcast.promo/taxbanditsChapters(01:36) - Beneficial Ownership Information Reporting (BOI) (03:39) - Bench Accounting Shutdown (12:35) - Automated Bookkeeping Challenges (18:35) - Tax Fraud Case: The Magician (28:20) - IRS Commissioner Nominee Controversy (33:55) - Tax Refunds and Lifetime Advisors (36:16) - The Dying Language of Accounting (37:44) - CPA Licensure Reform (39:05) - Working Conditions in Accounting (42:28) - Reflecting on 2024: Key Themes and Events (55:34) - AI and the Future of Accounting (01:00:59) - San Francisco's Tax Controversies (01:04:03) - IRS Special Payments and Predictions for 2025 (01:06:25) - Bitcoin and Quantum Computing Risks (01:09:13) - Closing Remarks and CPE Information  Show NotesBench shuts down, leaving thousands of businesses without access to accounting and tax docshttps://techcrunch.com/2024/12/27/bench-shuts-down-leaving-thousands-of-businesses-without-access-to-accounting-and-tax-docs/New York tax preparer called ‘the Magician' charged for tax fraud of $145mhttps://www.theguardian.com/us-news/2024/dec/17/new-york-magician-tax-fraudBilly Long, Trump's Nominee to Lead the IRS, Touts a Credential That Tax Experts Say Is Dubioushttps://www.propublica.org/article/billy-long-irs-trump-certified-tax-business-advisor-missouriHow a Consulting Firm and Trump's I.R.S. Pick Pushed a Problematic Tax Credithttps://www.nytimes.com/2024/12/24/business/billy-long-irs-tax-credit.htmlThe Dying Language of Accountinghttps://www.wsj.com/opinion/the-dying-language-of-accounting-cpa-licensing-fede2e74CPAs Deliberate on the Decline of Accountinghttps://www.wsj.com/opinion/cpas-deliberate-on-the-demise-of-accounting-kpmg-business-language-c0be3e68Most Americans say a salary of $270K deems financial successhttps://www.cfo.com/news/most-americans-say-salary-of-270k-deems-financial-success-gen-z-boomers-inflation/734019/CFPB Sues Walmart and Branch Messenger for Illegally Opening Deposit Accounts for More Than One Million Delivery Drivershttps://www.consumerfinance.gov/about-us/newsroom/cfpb-sues-walmart-and-branch-messenger-for-illegally-opening-deposit-accounts-for-more-than-one-million-delivery-drivers/Lyft Accuses San Francisco of $100 Million Tax Overchargehttps://www.bloomberg.com/news/articles/2024-12-24/lyft-accuses-san-francisco-of-overcharging-100-million-in-taxesIRS announces special payments going this month to 1 million taxpayers who did not claim 2021 Recovery Rebate Credit; encourages non-filers about approaching deadline to claim creditshttps://www.irs.gov/newsroom/irs-announces-special-payments-going-this-month-to-1-million-taxpayers-who-did-not-claim-2021-recovery-rebate-credit-encourages-non-filers-about-approaching-deadline-to-claim-creditsNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast

In our news wrap Friday, consulting firm McKinsey and Company will pay $650 million to settle a federal investigation into its work for the opioids maker Purdue Pharma, the state of Texas has sued a doctor in New York for mailing abortion pills to a patient in the Dallas area and Russia launched a barrage today of 200 drones and nearly 100 cruise and ballistic missiles all across Ukraine. PBS News is supported by - https://www.pbs.org/newshour/about/funders

Tim Conkle is the CEO and Founder of The 20 MSP, an established IT Managed Services and Consulting Firm providing expert solutions to businesses. With over 30 years of entrepreneurial success, he has advised hundreds of Managed Service Providers (MSPs), developed a multimillion-dollar sales model, and led 36 acquisitions through a unique consolidation strategy that transforms operational efficiency. A visionary and leading expert on mergers and acquisitions, Tim's innovative approach eliminates traditional integration challenges, allowing businesses to thrive under a unified model. He also serves as the President of the board of directors for Cytracom and is an active member of the Forbes Technology Council and Entrepreneurs' Organization (EO). In this episode… Building and scaling a successful business is challenging, especially in industries prone to inefficiencies and misaligned goals. Many MSPs struggle with growth due to fragmented systems, lack of standardization, and limited resources for creating seamless customer experiences. Additionally, the complexities of mergers and acquisitions often deter MSPs from pursuing growth opportunities, leaving many business owners without viable exit strategies. Tim Conkle, a leading voice in the MSP space, tackles these challenges head-on by creating a groundbreaking model for MSP collaboration and acquisition. His strategy involves uniting MSPs under a shared platform with standardized tools, processes, and service delivery models, enabling businesses to streamline operations and prepare for acquisition. Tim's flat-rate IT support model aligns directly with client goals, while his unique consolidation framework ensures seamless transitions during mergers. Tim attributes his success to his ability to dream big and unite aligned businesses while fostering a culture of empowerment and entrepreneurial spirit. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Tim Conkle, Founder and CEO of The 20 MSP, about his innovative strategies for scaling MSPs. Tim shares insights on cultivating the right mindset for expansion, the advantages of pre-aligned acquisition targets, and harnessing the power of dreaming with one's eyes open. Business leaders looking to expand and leave a mark will find Tim's journey a blueprint for leveraging vision and teamwork.

Shane Thomas is a Canadian-born real estate entrepreneur and Co-Founder of Catalyst Equity Partners, a Texas-based privately held real estate investment firm founded in 2016. Catalyst focuses on the acquisition and management of large value-add multifamily properties in high-growth markets. Catalyst currently has ~1,900+ units and assets under management valued at $300M+.  Shane is also a Co-Founder of CEP Construction Services, a multifamily construction and rehab company. Shane leads the acquisitions, financing, asset management, and investor relations efforts at Catalyst. Shane leverages his expertise in large-scale project management, analytics, and process improvement to ensure Catalyst's processes are best-in-class.  Prior to starting Catalyst, Shane had 10+ years of experience working at PwC, a Big-4 Consulting Firm, where he led large teams in strategically advising large Fortune 500 companies on ways to improve operations, increase revenues, and reduce costs by implementing streamlined processes and technology.    In this episode, we talked to Shane about, the lessons he learned from his initial investments, his transition from a limited partner to a general partnership, what it takes to be a good syndicator or operator, adapting the right business plan for every deal uniquely, key things to look at while preparing that business plan, and much more.   Announcement: Learn about our Apartment Investing Mastermind here.   Downside Protection in Multifamily Syndication;   02:27 Shane's background; 14:21 Lessons he learned from initial investments; 17:41 When he transitioned from limited to general partnership; 19:47 What it takes to be a good syndicator or operator; 24:22 Adapting the right business plan for every deal; 30:24 The key things to look at while preparing the business plan; 34:08 Round of Insights   Announcement: Download our Sample Deal package here.   Round of Insights   Apparent Failure: Not capitalizing the deals as well as they needed to be in his early deals. Digital Resource: Slack, Asana, and similar communication tools. Most Recommended Book: Who Not How. Daily Habit: Writing the top 3 things to accomplish every day, first thing. #1 Insight for scaling a multifamily investing firm: Finding the right people to delegate certain tasks is key to success. Best place to grab a bite in Houston, TX: Uchi.   Contact Shane: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Join us as we touch on McKinsey's outsized role in the wealth disparity of modern America Here are our sources: https://docs.google.com/document/d/1G4vWUjqZt7Fk5gF-XhkWVSiitAIBlpcPI5hQwy3RDOQ/edit?usp=sharing Like! Comment! Subscribe! Questions or Profiteer Requests? Drop us a line at profitvspeeps@gmail.com Also, check out our subreddit! https://www.reddit.com/r/profiteersvsthepeople/

I talked to the river historian Scot McFarlane who runs his own historical consulting firm, the Oxbow History Company. My guest shared how he translated his passion for river histories into work with clients and how he found his niche within this competitive market. It was fascinating to learn about the daily grind of running a historical consulting firm, the numerous challenges involved as well as tremendous rewards. Scot talked about rediscovering the pleasures and the freedom of historical writing for non-academic audiences, helping others see familiar spaces in a completely different way as well as helping organizations connect with people who may be into "environmentalism" yet who care deeply about rivers. We also discussed overcoming the various challenges to building non-academic career pathways while completing a PhD. A very honest conversation, hope you'll check it out. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

In this episode of the GASB Podcast, host Troy Trewin interviews John Lenker and Assaf Arie from Lenker Consulting, a firm specializing in strategic marketing and business growth. They share insights on scaling their business from 4 to 14 team members, achieving 10x revenue growth, and helping clients save millions. With over 22 years of experience, they discuss the challenges and successes of building a value-driven company. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? John Lenker and Assaf Arie believe the hardest part of growing a small business is managing emotional and practical challenges, staying resilient after setbacks, and understanding the industry. Balancing growth with payroll and hiring adds stress, especially when taking risks on new hires. They emphasize patience in building client relationships at the right pace to avoid overwhelming them. What's your favorite business book that has helped you the most? John Lenker and Assaf Arie often reference The Toyota Way as their favorite business book. They appreciate how it showcases a mindset shift in the automotive industry, demonstrating more efficient, profitable methods of production. The book's lessons on optimizing processes and continuous improvement resonate with them and have influenced their approach to business growth and innovation. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? John Lenker and Assaf Arie recommend using Active Campaign for CRM and marketing automation and Webflow for building websites and landing pages. They also mention enjoying the Joe Rogan podcast for a break from business. What tool or resource would you recommend to grow a small business? John Lenker and Assaf Arie recommend using Active Campaign for CRM and marketing automation and Webflow for building digital environments like websites and landing pages. What advice would you give yourself on day one of starting out in business? John Lenker and Assaf Arie advise that starting a business will be much harder than anticipated. They suggest being prepared for significant challenges and understanding that things will get tougher before they get easier. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: The second you run out of problems, you're out of business – be grateful for them – John Lenker & Assaf Arie Create a culture from your values, not just what the crowd is doing – John Lenker & Assaf Arie Get excited about what a new hire can do for you, and trust them to do their job – John Lenker & Assaf Arie    

In this episode, we explore the fascinating work of the Office of the Secretary of Defense, Cost Assessment and Program Evaluation (OSD CAPE), described by Wilton Virgo as "part think tank, part consulting firm, and all-around analytical powerhouse." Wilton reveals the key skills needed to thrive at CAPE—sharp analytical skills and outstanding communication skills—and shares how he turned a technical disaster during his own interview into a success story.Find complete show notes at: https://clearedjobs.net/osd-cape-think-tank-and-analytical-powerhouse-podcast/_ This show is brought to you by ClearedJobs.Net. Have feedback or questions for us? Email us at rriggins@clearedjobs.net. Sign up for our cleared job seeker newsletter. Create a cleared job seeker profile on ClearedJobs.Net. Engage with us on LinkedIn, Facebook, Instagram, X, or YouTube. _

In this episode, we delve into the qualities essential for leadership success, such as courage, curiosity, adaptability, and the willingness to unlearn. Annette highlights the pitfalls many leaders face, from giving away influence to tolerating misalignment within their teams.We discuss common leadership mistakes and the impact of poor communication on a firm's success and reputation. Annette stresses the need for clear, consistent communication and tailored retention strategies while advocating for setting goals that go beyond financial metrics.Join us as we navigate  through the complex yet rewarding landscape of leadership, offering practical advice and heartfelt wisdom. Don't miss this episode that's packed with strategies for building successful teams and nurturing a thriving company culture. Resources Mentioned: Book: Flawless Consulting by Peter BlockCoaching for Leaders PodcastUnlocking Us Podcast- Brené BrownThis American Life Podcast- great for storytelling skillsThe Moth Podcast- great for storytelling skillsYour Brain at Work Podcast The Chris Voss ShowThe Sales Management. Simplified. Podcast with Mike WeinbergThe Anthony Iannarino Show______________________Follow Annette Wehrli on LinkedIn: www.linkedin.com/in/annettewehrli/Check out the Effectivity Consulting website: www.effectivity.consultingFollow Crelate on LinkedIn: https://www.linkedin.com/company/crelate/Subscribe to our newsletter: https://www.crelate.com/blog/full-desk-experience

Shane is a Canadian-born real estate entrepreneur and Co-Founder of Catalyst Equity Partners, a Texas-based privately held real estate investment firm founded in 2016. Catalyst focuses on the acquisition and management of large value-add multifamily properties in high-growth markets. Catalyst currently has ~1,900+ units and assets under management valued at $300M+.Shane is also a Co-Founder of CEP Construction Services, a multifamily construction and rehab company. Shane leads the acquisitions, financing, asset management, and investor relations efforts at Catalyst. Shane leverages his expertise in large-scale project management, analytics, and process improvement to ensure Catalyst's processes are best-in-class.Prior to starting Catalyst, Shane had 10+ years of experience working at PwC, a Big-4 Consulting Firm, where he led large teams in strategically advising large Fortune 500 companies on ways to improve operations, increase revenues, and reduce costs by implementing streamlined processes and technology.Shane is a Certified Public Accountant (CPA, Illinois) and Chartered Accountant (CA, Canada). Shane has a bachelor of Mathematics degree and a Master of Accounting degree from The University of Waterloo located in Ontario, Canada.Support the Show.https://www.buzzsprout.com/1187780/supporters/newFollow Rama on socials!LinkedIn | Meta | Twitter | Instagram|YoutubeConnect to Rama Krishnahttps://calendly.com/rama-krishna/ E-mail: info@ushacapital.comWebsite: www.ushacapital.comRegister for Multifamily AP360 - 2024 Capital Raising virtual conference - https://multifamilyap360.mykajabi.com/capitalRaisingTo find out more about partnering or investing in a multifamily deal: email: info@ushacapital.com

Let us know if you enjoyed this episodeIn this episode, we review an R&D tax credit business in Idaho for sale at $6.5 million with Andrew Gazdecki from acquire.com as a special guest. The business makes $3 million profit each year. We discuss how it makes money, possible risks, and how to finance the purchase. Everyone thinks it's a good buy because of its high profit and low cost. Tune in and enjoyCheck out the listing hereThanks to this episode's sponsor:Acquisition Lab and their team have been longtime supporters of the pod.Acquisition Lab exists to help people buy a business and navigate all the complexities of the process, as well as provide a trusted framework, tools, and resources to support you from search to close.If you are serious about buying a business, check out acquisitionlab.com or email the Lab's director Chelsea Wood, chelsea@buythenbuild.com and mention us ;)Learn how to buy a business.If you are interested in buying a business but unsure how to start, you should check Michael's Buy a Business Course:You will learn:• Build a thesis for the type of business that's right for you‍• Learn how to stand out in a sea of buyers• Create a working, scalable Deal Engine getting you leads• Maximize your chances of finding great dealsAdvertise with us by clicking here Do you love Acquanon and want to see our smiling faces? Subscribe to our Youtube channel. Do you enjoy our content? Rate our show! Follow us on Twitter @acquanon Learnings about small business acquisitions and operations. For inquiries or suggestions, email us at contact@acquanon.com

Patrick Bet-David explains in great detail, the 10 worst situations where business owners sell their business. Avoid these mistakes! Connect one-on-one with the right expert to get the answers you need with Minnect: https://bit.ly/3MC9IXE Purchase one (1) new Future Looks Bright T-Shirt & one (1) Future Looks Bright Hat and you could win a signed baseball from Trevor Bauer or a signed boxing glove from Ryan Garcia: https://bit.ly/3SOzA66 Purchase Patrick's new book "Choose Your Enemies Wisely": https://bit.ly/41bTtGD Register to win a Valuetainment Boss Set (valued at over $350): https://bit.ly/41PrSLW Get best-in-class business advice with Bet-David Consulting: https://bit.ly/40oUafz Visit VT.com for the latest news and insights from the world of politics, business and entertainment: https://bit.ly/472R3Mz Visit Valuetainment University for the best courses online for entrepreneurs: https://bit.ly/47gKVA0 Chapters: 00:00 - Intro 01:20 - Don't Sell in a Down Year 02:58 - Do Your Research 05:20 - Interest Rates Matter 06:40 - Hire a Consulting Firm 08:18 - Disorganized Financial Records 09:22 - Don't Sell When You're Burned Out 11:27 - AI Is Disrupting Your Industry 12:46 - Personal Crisis 14:43 - You Only Have One Buyer 16:08 - Outro Text “PODCAST” to 310-340-1132 to get the latest updates in real-time! SUBSCRIBE TO: @VALUETAINMENT @vtsoscast @ValuetainmentComedy @bizdocpodcast @theunusualsuspectspodcast Want to be clear on your next 5 business moves? https://bit.ly/3Qzrj3m Join the channel to get exclusive access to perks: https://bit.ly/3Q9rSQL Download the podcasts on all your favorite platforms https://bit.ly/3sFAW4N Patrick Bet-David is the founder and CEO of Valuetainment Media. He is the author of the #1 Wall Street Journal Bestseller “Your Next Five Moves” (Simon & Schuster) and a father of 2 boys and 2 girls. He currently resides in Ft. Lauderdale, Florida. --- Support this podcast: https://podcasters.spotify.com/pod/show/valuetainment/support