Pro Serv Podcast by Collective 54

Collective 54
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Nov 29, 2025 • 21min

Episode 242 - The Pricing Wake-Up Call: Rebuilding Margin in an AI-Dominated Market

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9 snips
Nov 19, 2025 • 26min

Episode 241 - Buy to Build: The Acquisition Strategy Fueling Growth in a Fragmented Market

In this engaging discussion, Brad Dower, a CPA and expert in accounting roll-ups, shares his journey in acquiring tax and accounting firms. He reveals the challenges of scaling through acquisitions and the importance of client retention. Brad explains innovative financing strategies, like seller-carry arrangements, to facilitate million-dollar deals while maintaining cash flow. He emphasizes the need for a tailored integration process to ensure seamless transitions and highlights the opportunity within the fragmented CPA market for savvy investors.
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Nov 10, 2025 • 16min

Episode 240 - From Chaos to Cruise Control: How Hiring the Right COO Can Transform a Firm

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Oct 16, 2025 • 23min

Episode 239 - From Startup to Standout: How One Founder Used Authority to Build an Enduring Firm

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Oct 2, 2025 • 24min

Episode 237 - When to Expand Your Service Lines: Breaking the Short-Term Engagement Trap to Drive Growth

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Sep 25, 2025 • 15min

Episode 236 - From AI Assistant to Digital Staffer: Scaling Boutique Firms with Agentic AI

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Sep 18, 2025 • 21min

Episode 235 - Transforming Revenue Streams, Part 2: Hardening Recurring Revenue

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Sep 11, 2025 • 26min

Episode 234 - From Aha Moment to Breakthrough Growth

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Sep 5, 2025 • 30min

Episode 233 – Deep Client Relationships Drive Growth

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Aug 29, 2025 • 24min

Episode 232 - Clarity Pays: How Narrowing Focus Drives Margin, Growth, and Referrals

Nick Anderson, CEO of One Accord, shares his insights on navigating business transitions and growth. He emphasizes the importance of having a clear value proposition to connect with clients effectively. The discussion reveals how narrowing focus can enhance service offerings and improve sales processes. Anderson also highlights the power of storytelling in wealth advisory for building trust and increasing referrals. Reflecting on personal journeys, he stresses the value of community engagement and continuous learning for long-term success.

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