In this final installment of our Kennedy Intelligence Series, host Brent is joined once again by Alex Klein and Ramone Param to unpack the “unsexy” but mission-critical side of growth: your back office. From pricing and cash flow to governance and quality control, they reveal how operational discipline determines whether a services firm can scale past $30M, or stalls out. Drawing on decades of consulting, M&A, and scaling experience, Alex and Ramone share insider lessons on turning overlooked back office processes into engines of growth and valuation. Discover how discipline and structure, not just sales, create resilience and long-term success.

In this episode, you’ll hear about:

• Why quality control is the foundation for consistency, culture, and client trust
• The operational red flags that signal it’s time to professionalize your back office
• When and why to bring in a CFO, COO, or board governance to sustain growth
• Why cash conversion is a common Achilles heel for PS firms, and and how fixing it drives profitability and valuation
• The danger of “we’ll fix operations later” thinking, and why discipline from day one pays off

Our listeners receive exclusive preferred rates on Kennedy's market research, strategic advisory, performance improvement benchmarking and M&A services that are tailored to leaders of professional services firms. Just reference Kantata and you will receive preferred pricing on any of their assets or services. Go to https://www.kennedyintel.com/ to learn more.

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