As founders, many of us dream of a successful exit, but what happens when you're ready to sell part of your business while keeping a stake in its future growth? In this session, we’ll explore the dynamics of a partial exit—a strategy that allows founders to take some chips off the table, while still staying involved and benefiting from the company’s ongoing success. Whether you're considering selling a minority stake or a significant portion of your business, this session will arm you with the strategies, insights, and practical knowledge you need to approach a partial exit with confidence. Join us to learn how to unlock value while keeping a seat at the table for future growth.

In today's fast-evolving business landscape, the demand for fractional CxO services is growing rapidly. Join this session to learn what a fractional CxO is, how it's different than consulting, which funcitonal areas are being fractionalized and why this model is gaining in popularity. We will explore common use cases and leaders in the space, and what to consider before using a fractional CxO. Whether you’re looking to hire a fractional leader or become one, this session will equip you with actionable strategies and a clear understanding of the landscape.

Many boutique pro serv firms are hesitant to pursue large deals without a delivery team in place or have concerns that they can hire to meet demand without compromising on quality. Join this session to learn from a pioneering firm that has developed a unique approach to solving talent supply chain challenges when pursuing large deals. Ben Johnson, CEO at Particle41 will share the innovative strategies that the firm uses to ensure they have the right people in place to deliver on large deals.

In this session, you will discover the immense value of client testimonials in selling your services. We will explore how testimonials serve as powerful social proof, helping to build trust and credibility with prospective clients. You will learn strategies for soliciting authentic and compelling testimonials from satisfied clients and techniques for presenting them in various formats, including case studies and video testimonials. The session will also cover best practices for integrating testimonials into your marketing and sales materials, such as websites, proposals, and presentations.

This session will explore the journey to building a $3M book of business, focusing on the importance of authenticity, vulnerability, and forming deep, meaningful relationships. Participants will learn how to strategically position themselves to be chosen for work, while also incorporating business development activities they genuinely enjoy, alongside people they like. The session will also reveal one simple, daily habit—taking just 10 minutes—that has proven to generate more business than any other strategy.

Join this session to gain a deep understanding of how to set, adjust, and optimize your pricing to enhance profitability, attract and retain clients, and stay competitive in the marketplace. We will explore cost-based, value-based, and competition-based pricing, helping you determine which approach aligns best with your firm's goals and market position. You will learn how to analyze your costs and market conditions to set prices that reflect the value of your services while ensuring profitability. The session will also cover techniques for communicating your pricing effectively to clients, handling pricing objections, and implementing dynamic pricing strategies to respond to market changes.

Join us for an in-depth session on thematic investing, a powerful strategy embraced by private equity (PE) firms to capture emerging trends and drive superior returns. Mark Gartner, Managing Director at RLH Equity will help you understand what thematic investing is, why it is gaining traction among PE firms, why you should care and what it could mean for your firm.

Join us for an insightful session that explores the strategic considerations and benefits of scaling through a portfolio of firms versus scaling a single firm. This session will provide a comprehensive analysis of both approaches, helping you determine the best path to sustainable growth and market dominance. We will delve into strategies for managing risk, allocating resources, and driving innovation across multiple firms compared to focusing on a single entity. The session will provide insights into how diversification through a portfolio can mitigate market fluctuations and foster resilience. You will also gain practical tips on evaluating your current business model to decide which scaling strategy aligns best with your long-term goals.