Transforming Professional Services Firms into Profitable Powerhouses
Free Ebook for $1M–$10M Service Business Owners
You didn’t start your business to be your own overworked employee. But somewhere between hiring, pricing, and growth… the profit vanished.
This book shows you how to take back control.
Get the full strategy playbook used by 600+ firms to:
Increase profit margins 40–60% Free up cash flow to reinvest or exit Turn a good practice into a valuable, scalable business
What You’ll Learn
This isn’t theory. It’s a CFO-built roadmap backed by results.
Here’s what’s inside:
Chapter 1: How the CFO’s Role is Changing in Modern Professional Services Firms Why most firms hit a ceiling—and how fractional CFO thinking rewires growth from the inside.
Chapter 2: The Key Numbers That Drive Profits You can’t grow what you don’t measure. These are the KPIs that actually move profit. One cybersecurity firm used these metrics to grow from $2M to $3M and double profit margin—while working fewer hours.
Chapter 3: Getting the Most Out of Your Team: Pay and Hiring Stop throwing salaries at performance problems. Use the 40% rule, smart comp structures, and hiring models that scale. A consulting firm cut turnover in half and grew utilization by 20% with this exact framework.
Chapter 4: Pricing Strategies for Profitable Service Delivery You’re probably undercharging. This chapter breaks down how to shift to value-based pricing and sell retainers at 40% higher margins. A cybersecurity firm raised prices by 40%, moved to fixed-fee retainers, and saw 65% revenue growth in 12 months.
Chapter 5: Positioning for Sale – Maximizing Business Value What private equity and buyers actually want—and how to engineer your firm for a 5–10x multiple without the chaos. One IT firm used these strategies to get a 25x EBITDA acquisition offer after 2.5 years of restructuring.
Chapter 6: Pitfalls to Avoid and Risk Management Where 7-figure firms get blindsided: cash flow gaps, team churn, bloated delivery. We show you how to fix it before it breaks.
Chapter 7: The Next Step – From Vision to Reality The 90-day roadmap to implement what’s in this book—and finally build a business that serves you, not the other way around.
Who It’s For
This book is for you if:
You run a professional services firm doing $2M–$20M+ revenue Your profit margins aren’t where they should be You’ve outgrown your CPA, and your financials don’t feel actionable You want to grow or exit—without losing control of your time or cash
Download the Full Ebook — Free
No fluff. No generic advice. Just sharp, CFO-level strategy.
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“I was working 80 hours a week and still couldn’t grow. Now we’re at $300K MRR—and I’m not in the weeds anymore.” — Taylor Hersom, Chairman, Eden Data