Fractional CFO/COO combined to help boutique agencies & consulting firms measure and improve their profitability.
Joined November 2017
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776 Photos and videos
Jun 8
He walked into his own meetings and they said they didn't need him. That wasn't failure. It was the agency working as designed — and he wasn't ready for what came next. YT link - youtu.be/rcve9hRILdQ #Leadership #Evolution #BusinessGrowth
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Jun 5
Stuck in the operator role, working 60-hour weeks? Design your agency around YOU, not the other way around. Identify tasks you dread and those you love to reclaim your time and passion. YT link here - youtu.be/rcve9hRILdQ
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Jun 3
You don't need to be present for every correction. You just need to give your team a clear enough bearing that they can hold course without you. YT link youtu.be/rcve9hRILdQ #AgencyGrowth #AgencyProfitPodcast #AgencyOps #AgencyProfitability
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Jun 2
Operator: 80 hours a week. Manager: 100. Architect: 40. CEO: 20. The hours are supposed to drop. Most founders never believe it until they're already there. #AgencyGrowth #AgencyProfitPodcast #AgencyOps #AgencyProfitability
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May 25
A SaaS company knows exactly when money is coming in. An agency has retainers, milestone payments, T&M billing, and payment terms all at once. That complexity is why cash flow forecasting hits different for service businesses. YT link - youtu.be/gmcBNjv4bHM
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May 22
AI gave Colin a great competitive analysis in minutes. Then he still had to sit down and decide what to do about it. The bottleneck didn't go away. It just moved. YT link youtu.be/gmcBNjv4bHM #AI #FutureOfWork #Productivity
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May 20
A prompt and a few MCP connectors might get you a cash flow forecast. What it won't give you is trust, an audit trail, or the ability to collaborate on it. That's still where durable software lives! #AI #TechInnovation #FutureOfWork
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May 19
You can massage a P&L. You can do clever accounting on a balance sheet. But cash flow shows you exactly where a business actually stands. It's the first thing every business owner should be looking at. #AgencyGrowth #AgencyProfitPodcast #AgencyOps #AgencyProfitability
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May 11
Barrel Holdings lets each agency CEO set their own revenue target. Then they pressure-test it: how are you getting there, and does the margin structure actually support it? Ownership first, framework second. Full ep - youtu.be/fyew2_KrtNo
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May 8
AI speeds up delivery. But once every agency has the same tools, speed stops being the edge. Sei-Wook Kim thinks the only durable answer is specialization deep enough that it can't be replicated by a prompt. Full ep -youtu.be/fyew2_KrtNo
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May 6
Owner-operators under-invest because they need every dollar. Barrel Holdings plays a different game — longer time horizon, capital reinvested into the business, no pressure to extract. That gap compounds over time. YT Link: youtu.be/fyew2_KrtNo
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May 5
Sei-Wook Kim didn't plan to build a holding company. He spun off one agency to find a home for old clients, launched another to chase Webflow leads, and suddenly had three businesses. The strategy came after. Full episode drops tomorrow.
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Apr 27
The model was right. The plan was right. You still missed. That's not a failure — that's the starting point for the last piece of the system most agencies never actually build. YT link - youtu.be/yENcZ04IIsg
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Apr 24
Most agencies can't answer three basic questions: are we charging enough, how much of it is ours, and how long will this actually take. Without those, there's no real forecast. Just a guess. YT Link - youtu.be/yENcZ04IIsg
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Apr 22
Six months of time tracking data. A utilization rate sitting at 54%. And no way to know if that's a crisis or fine — because nobody built the model first. YT link - youtu.be/yENcZ04IIsg
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Apr 21
The most sophisticated dashboard in the room still couldn't move the needle on profitability. The problem wasn't the data. It was the order of operations. Full episode drops tomorrow. #AgencyProfitPodcast
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Apr 14
Most agency owners understand the M&A opportunity. What stops them isn't skill or capital — it's not being in a room where this is normal. Environment shapes belief more than information does. YT Link - youtu.be/M16jpsWOd_0
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Apr 10
Most people call M&A risky without ever quantifying the risk. Peter's fix: list every concern as a "question to resolve" and work through them. Then ask what's actually on your calendar that adds $300K in profit this quarter. Full ep here- youtu.be/M16jpsWOd_0
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Apr 8
Building $3M in free cash flow from scratch took 12 years. Buying it takes a fraction of that. Peter has done 21 transactions and says agency owners are better equipped for this than they think. YT Link here - youtu.be/M16jpsWOd_0
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Apr 7
AI isn't coming — it's already here. Every agency owner is going to have to adapt. The question is whether that happens thoughtfully or as a fire drill. #AIDisruption #SmallBusiness #TechTrends
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