What does it take to build and sell two consulting firms and scale faster the second time around?
In this episode of Climb in Consulting, Nick speaks with Sue Lohr, a leader who’s done just that.
Sue played a pivotal role in building Synergy and Cormis into high-performing consultancies, both of which went on to successful exits. (Oh, and she sold a product business along the way too.)
Sue’s story is about building businesses that people genuinely want to buy, shaped by a clear proposition, confident pricing, and with culture at the core.
Sue shares how she:
✅ Took the lessons from Synergy to supercharge growth at Cormis
✅ Created strong cultures that scaled
✅ Developed clear value and confident pricing to drive sustainable growth
✅ Now shares these lessons with consulting founders and leaders via The Vibrant Company and The Consultancy Growth Network
If you’re building a firm, leading a team, or plotting your next move, this episode gives you a rare inside look at the mindset, strategy and leadership behind two successful consulting exits from someone who’s lived them.
Enjoy the show!
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What does it take to build and sell two consulting firms and scale faster the second time around?
In this episode of Climb in Consulting, Nick speaks with Sue Lohr, a leader who’s done just that.
Sue played a pivotal role in building Synergy and Cormis into high-performing consultancies, both of which went on to successful exits. (Oh, and she sold a product business along the way too.)
Sue’s story is about building businesses that people genuinely want to buy, shaped by a clear proposition, confident pricing, and with culture at the core.
Sue shares how she:
✅ Took the lessons from Synergy to supercharge growth at Cormis
✅ Created strong cultures that scaled
✅ Developed clear value and confident pricing to drive sustainable growth
✅ Now shares these lessons with consulting founders and leaders via The Vibrant Company and The Consultancy Growth Network
If you’re building a firm, leading a team, or plotting your next move, this episode gives you a rare inside look at the mindset, strategy and leadership behind two successful consulting exits from someone who’s lived them.
Enjoy the show!
Episode 142: The Art of the Deal: Unlocking M&A Secrets for Consultancies, with David Bailey
Climb In Consulting
1 hour 22 minutes 8 seconds
1 year ago
Episode 142: The Art of the Deal: Unlocking M&A Secrets for Consultancies, with David Bailey
In the consulting industry, we talk a lot about exits, most founders will have had the thought about selling their business and sailing off into the sunset, and many do! But there’s another side that’s often less considered, the acquisition side and who buys those businesses, focussing on scaling their firms to be bigger and better.
So, to take a deep dive on the less explored buy-side, David Bailey, seasoned advisor, lets us in on his expansive expertise and knowledge. This episode is packed with knowledge to help buyers understand what to look out for when acquiring a firm, and in turn, how to set your business up for sale.
David joins Nick to discuss a diverse career path that’s taken him from consulting entrepreneur to seasoned M&A advisor. Along the way, he's built, sold, and advised multiple consulting firms, accumulating a wealth of wisdom on specialisation, strategic positioning, and navigating the complex world of acquisitions.
In this episode, David and Nick cover a wide range of topics, including:
- Why being a generalist is the quickest way for consultancies to repel potential buyers, and why offering 30 different services is probably 29 too many.
- How to navigate the M&A maze, from maximising your firm's value and finding the right buyer, to making the right exit for you.
- What your employees’ LinkedIn profiles could be revealing to would-be buyers
- How David crafted a successful advisory career – and why building credibility and defining your unique value proposition are essential steps if you aspire to follow in his footsteps.
Whether you're a firm owner contemplating an exit strategy, an aspiring buyer seeking growth opportunities, or simply fascinated by the dynamics of deal-making, this episode is packed with invaluable insights.
Whether you're a consultancy owner contemplating an exit strategy, n aspiring buyer seeking growth opportunities or wanting to expand your knowledge on the art of deal-making, this episode is packed with invaluable insights.
We hope you enjoy the show!
Reach out to David: https://www.linkedin.com/in/davidbailey47/
Climb In Consulting
What does it take to build and sell two consulting firms and scale faster the second time around?
In this episode of Climb in Consulting, Nick speaks with Sue Lohr, a leader who’s done just that.
Sue played a pivotal role in building Synergy and Cormis into high-performing consultancies, both of which went on to successful exits. (Oh, and she sold a product business along the way too.)
Sue’s story is about building businesses that people genuinely want to buy, shaped by a clear proposition, confident pricing, and with culture at the core.
Sue shares how she:
✅ Took the lessons from Synergy to supercharge growth at Cormis
✅ Created strong cultures that scaled
✅ Developed clear value and confident pricing to drive sustainable growth
✅ Now shares these lessons with consulting founders and leaders via The Vibrant Company and The Consultancy Growth Network
If you’re building a firm, leading a team, or plotting your next move, this episode gives you a rare inside look at the mindset, strategy and leadership behind two successful consulting exits from someone who’s lived them.
Enjoy the show!
