MYOB 2024
Making the transition to someone good at the craft to successful principal can be challenging. Establishing your business, achieving growth, and balancing your roles as CEO, CFO, New Business guru, […]
Events
16 events found.
Events
Succession Planning: Valuation and Your Exit via Internal Transfer, Merger/Acquisition
Seminar Synopsis We are thrilled to be able to reprise our Succession Planning seminar on December 3-4 in Atlanta, focused on valuation and your exit via internal transfer, merger, or acquisition. This year’s seminar will maintain an intimate format (limited to 35 agency principals, with plenty of networking opportunities. We are bringing in an outside […]
$2,300.00
Pipeline Kickstarter (2025)
Okay, 2024 hasn't shaped up exactly like you were hoping it would. You could hire those Punctuation folks to work with you individually in a New Business Audit for $18k, but you need quicker and cheaper answers. Plus, you want to do it with peers. Join us for a pop-up seminar, then, and explore the […]
$3,000.00
Responding to the Current Business Climate
Virtual Event
Some firms are doing very well and a few are closing, but many firms are in the middle and wondering when the new business pipeline will open up and work will be a bit easier to land. In a new style of webinar, David C. Baker will share 20 mins of thoughts on this... and […]
Free
The Essential Performance Benchmarks to Watch
Virtual Event
We’ll list all the major ones, but we’ll concentrate on the eight core benchmarks to watch at all times, and then show you how to modify those a bit for tougher times and where to focus instead so that your actions are appropriate. In a new style of webinar, David C. Baker will share 15 […]
Free
Doing Staff Reductions Thoughtfully
Virtual Event
Nobody has ever said “I’d wish I’d waited longer,” so there’s that. But WHEN (not IF) you need to do them at some point in your firm’s life, there are a half dozen principles that are core to navigating this with as much dignity and as little damage as possible. In a new style of […]
Free
London Meet & Greet
Join us across the pond for a casual meet and greet. David and Jonathan Baker will be on hand to sign books, give a short talk, and answer any questions. We are hoping to be helpful and make a few in-person connections, so we are limiting registrants to 25.
Free
What Leadership Looks Like in Uncertainty
Virtual Event
Leadership vacuums are never left vacant, so let’s be sure that you lead, even when you aren’t certain how to do it. We’ll cover the best ways to process those decisions in the heat of the battle. In a new style of webinar, David C. Baker will share 15 mins of thoughts on this… and […]
Free
Your Merger/Acquisition Options
Virtual Event
There’s more M&A activity now than there’s been in decades. What’s driving it? What are your options? Should you pay attention or stay the course? What can you do to increase your odds of success? In a new style of webinar, Jonathan Baker will share 20 mins of thoughts on this… and then spend the […]
Free
Some Quick New Business Wins
Virtual Event
Ideally you have a reasonable, efficient plan that’s always working to drip opportunity into the top of the funnel. But sometimes you need some quicker wins. Here are some options, concentrating especially on the ones that won’t hurt your reputation in the long run. In a new style of webinar, David C. Baker will share […]
Free
Building Flexibility Into Your Staffing Model
Virtual Event
Nothing has changed more in this industry than how you staff your work for clients. There’s the Hollywood Model, near shoring, far shoring, staff aug, and a half dozen others. Let’s talk about the pros and cons when managing your largest expenditure. In a new style of webinar, David C. Baker will share 15 mins […]
Free
Reset and Reinvention: A Self-Guided TBR Experience
The current uncertain times call for a seminar experiment. We still do a combined 25+ Total Business Resets ($25k+) and New Business Audits ($18k) every year, but some of you could probably benefit from a more affordable, self-guided version of the larger of the two programs, and so we’re going to do that! And as […]
$5,000.00
Leading Your Firm’s Growth With Account and Project Management
Featured
Monday Night Garage
933 Lee St, Atlanta, GA, United States
Group Pricing Available, Just Ask! Seminar Synopsis We have further focused and expanded our popular Account and Project Management seminar this year, adding content and bringing in experts Jenny Plant […]
$1,800.00
Small Acquisitions as a Growth Strategy
Virtual Event
We tend to think of M&A in terms of selling our firms, but there is plenty of opportunity to grow via acquisition as well. The benefits are numerous, and it […]
Free
Write The Damn Book Already
I hesitate to use the word “seminar” for this, because it’s not going to be a bunch of lectures, but more of a hands on workshop where I’ll work through: When and why to write a book. Developing the concept. Rounding out the research. How to write it. Three options for getting it published. Technicalities: […]
$2,750.00
Build an Ownable Data Model
This is a combined seminar and workshop where together we’ll work through: How it relates to your positioning. Five origin stories: cost, time, impact. Eleven real life examples from clients […]