Season 11: Scaling for the Big League

136: How We Scaled Think Systems Via a Merger & Acquisition featuring Jeff Musgrove

There are several ways you can scale your company, one being a Merger & Acquisition (M&A). But be careful. As Jeffrey Musgrove warns, “M&As always make sense on paper. The difficulty is the people part.” With a career that spans wealth management, operations, and private equity, he knew what to look for when he merged his consultancy with Think Systems. In this episode, Jeff details how to execute an M&A starting with an analysis of each company’s operating model.

Special Guest: Jeff Musgrove, Managing Partner, Think Systems

Location: Baltimore, MD  USA

Show Notes:

Jeff talked about Objectives & Key Results during the interview. Learn the difference between an OKR and a Key Performance Indicator (KPI) in this video:

Related Episodes:

  • Episode 047: Leading a Successful Merger & Acquisition – Karen Walker
  • Episode 066: Diana Wu David’s Pricing Process 
  • Episode 132: How I Scaled and Sold 2 Businesses to Fortune 500 Companies featuring Jeff Wald

 

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Credits_______________

  • Producer & Host: Alicia Butler Pierre
  • Podcast Editor: Olanrewaju Adeyemo
  • Sponsor: Equilibria, Inc.

 

More About Jeff Musgrove:
Jeff Musgrove has spent his career at the intersection of business strategy, operations, and technology. As a senior executive, he has a successful track record leading large transformational projects, bringing the vision necessary to effectively grow an organization, ensuring financial strength and operational efficiency. This includes extensive M&A deal team and integration experience, as well as a strong
entrepreneurial spirit that has led to the startup and turnaround of multiple businesses- either standalone or within a large organization.

Prior to joining Think Systems, Jeff held multiple senior roles at Broadridge Financial Solutions. Serving as the Chief Administrative Officer of the $1.5 billion Customer Communications unit he was responsible for strategy- and drove the business case to launch a Consulting business for the larger Broadridge Investor Communications segment. With a focus on strategy and optimization of the operating model, each business experienced vast margin improvements in the fiscal year and developed a product roadmap that drove client retention and new client acquisition.

Community service is very important to Jeff and he serves on the Board for several Non-Profits focused on children, education and intimate partner violence. He is also an avid owner of thoroughbred horses racing throughout the country. Jeff and his wife Holly have a daughter who is a Freshman at the University of South Carolina.

 

More About Host, Alicia Butler Pierre:
Alicia Butler Pierre is the Founder & CEO of Equilibria, Inc.. Her career in operations began over 20 years ago while working in various chemical plants and oil refineries. She invented the KasennuTM framework for business infrastructure and authored, Behind the Façade: How to Structure Company Operations for Sustainable Success.  It is the world’s first published book on business infrastructure for small businesses. Alicia hosts the weekly Business Infrastructure podcast with a global audience across 38+ countries.

 

More About Sponsor, Equilibria:
Equilibria, Inc. is a 15-year-old boutique operations management consulting firm. We build the business infrastructure necessary for fast-growing businesses to scale with less pain. With a range of services and products, entrepreneurs can get the operational support and resources they need on-demand.

 

135: How I Built a Remote Team and Scaled Unique Designz to a 7-Figure Business featuring Henry Kaminski

Henry Kaminski started his marketing agency, Unique Designz, on a high. The clients and money flowed in. But all of that changed after Hurricane Sandy. Suddenly his bank account had a negative $2,500 balance. Down but not out, he invested in a course that gave him the tools to rebound. Then he had a different problem – more business than he could handle! In this episode, Henry describes how he recruited and hired a remote team and took his business to new heights.

Special Guest: Henry Kaminski, Founder & CEO – Unique Designz

Location: Sparta, NJ  USA

Show Notes:

  • Brand Assessment: request a personalized Brand Assessment with Henry.
  • Brand Accelerator Program: stop fumbling with ad hoc content and online tools with Henry’s guided program. Heed his advice, “Scaling to the million-dollar mark requires a professional, cohesive, relatable brand that communicates your unique value to your specific buyers.”
  • DotCom Secrets: The Underground Playbook for Growing Your Company Online: a book by Russell Brunson, founder of Click Funnels.
  • Click Funnels: an online system designed to deliver digital sales funnels that convert website visitors into customers.
  • The E-Myth Revisited: Why Most Small Businesses Don’t Work and What to Do About It: a book by Michael Gerber that explains why most entrepreneurs create glorified jobs for themselves rather than profitable ventures that can thrive without their daily presence.
  • Traffic & Conversion Summit: an annual conference that is “3 full days of actionable, proven, strategic content from experts (and a few celebrities) that have been in your shoes and have turned their businesses into juggernauts.”
  • Upwork: an online portal designed to help you find and vet premium freelancers for your next project or team.
  • Google Drive: Google’s cloud-based file storage solution that allows on-demand access from tablets, computers, and smartphones.
  • Slack: a communication app ideal for remote teams that offers the ability to organize work updates by topic, private groups, and direct messaging.
  • Basecamp: a cloud-based app offering a “…premier project management + internal communication tool for remote WFH [work from home] teams worldwide.”
  • Clubhouse: Got an iPhone? Follow Henry on Clubhouse – @TheBrandDr

Learn More About Henry’s Personal Story: Watch & Be Inspired!


Related Episodes:

  • Episode 023: Attracting Top Talent to Your Small Business with Jim Stroud
  • Episode 028: Managing Virtual Teams in a Freelance Economy with Sherry Heyl
  • Episode 081: Outsourcing Core Competencies with Phoebe Cornog

 

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Credits_______________

  • Producer & Host: Alicia Butler Pierre
  • Podcast Editor: Olanrewaju Ade
  • Sponsor: Equilibria, Inc.

 

More About Guest, Henry Kaminski:
D. Henry Kaminski, Jr. is the founder of Unique Designz, a full-service design, branding, and digital marketing agency that is dedicated to helping personality brands; coaches, consultants, influencers, speakers + authors design / grow their brands, scale their profits + increase their exposure online.

He’s the host of the popular “Brand Doctor’s Podcast” where he talks about strategies that help entrepreneurs design reputable and profitable personal brands. As a self-taught graphic designer and brand consultant, he’s overcome all the odds to build a wildly successful multi-million-dollar business over the past 12 years. He has worked with a diverse range of business owners and professionals, including celebrities like Jon Bon Jovi + Fabio Viviani as well as Internet marketing expert Russell Brunson who has named Henry the “Million Dollar Brander” and recently has been inducted into the Click Funnels 2 Comma Club, by generating over $1 million with one single sales funnel, using the Click Funnels software.

 

More About Host, Alicia Butler Pierre:
Alicia Butler Pierre is the Founder & CEO of Equilibria, Inc.. Her career in operations began over 20 years ago while working in various chemical plants and oil refineries. She invented the KasennuTM framework for business infrastructure and authored, Behind the Façade: How to Structure Company Operations for Sustainable Success.  It is the world’s first published book on business infrastructure for small businesses. Alicia hosts the weekly Business Infrastructure podcast with a global audience across 38+ countries.

 

More About Sponsor, Equilibria:
Equilibria, Inc. is a 15-year-old boutique operations management consulting firm. We build the business infrastructure necessary for fast-growing businesses to scale with less pain. With a range of services and products, entrepreneurs can get the operational support and resources they need on-demand.

134: How I Scaled My Personal Brand & Became One of the World’s Top 50 Business Thinkers featuring Dorie Clark

Scaling your subject matter expertise may seem impossible, especially when people think consulting firms can’t scale. It isn’t true, as evidenced by Dorie Clark. She went from growing up in a small town to becoming the #1 communication coach in the world as well as a prolific author, speaker, and professor. How’d she do it? In this episode, Dorie teaches organic marketing strategies to leverage your core competency, reinvent your brand, increase your visibility, and watch the money pour in!

Special Guest: Dorie Clark, Prolific Strategist, Author, Keynote Speaker, Professor & Coach – Dorie Clark.com

Location: New York City, NY  USA

Show Notes:

Dorie’s Ted Talks: 

 

Related Episodes (featuring members of Dorie’s network):

  • Episode 045: Using Organizational Design to Drive Innovation with Ron Carucci
  • Episode 047: Leading a Successful Merger & Acquisition with Karen Walker
  • Episode 054: The One Thing You Need to Know About Social Media – Marie Incontrera
  • Episode 063: The One Thing You Need to Know About Delivering Difficult News – Liz Kislik
  • Episode 084: Niching to Scale with Meredith Moore

 

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Credits_______________

  • Producer & Host: Alicia Butler Pierre
  • Podcast Editor: Olanrewaju Ade
  • Sponsor: Equilibria, Inc.

 

More About Guest, Dorie Clark:
Dorie Clark is an adjunct professor of business administration at Duke University’s Fuqua School of Business. She’s also the author of Reinventing You and Stand Out, which was named the number one leadership book of 2015 by Inc. magazine and was a Washington Post best-seller. A former presidential campaign spokeswoman, Dorie was described by the New York Times as an “Expert at self-reinvention and helping others make changes in their lives.”

She is a frequent contributor to the Harvard Business Review, Time, and Entrepreneur. Recognized as a branding expert by the Associated Press, Inc., and Fortune, Dorie is a marketing strategy consultant and speaker for clients including Google, Microsoft, Yale University, Fidelity, the U.S. State Department, and the World Bank. You can download her free 42-page Stand Out self-assessment workbook and learn more at dorieclark.com.

   

More About Host, Alicia Butler Pierre:
Alicia Butler Pierre is the Founder & CEO of Equilibria, Inc.. Her career in operations began over 20 years ago while working in various chemical plants and oil refineries. She invented the KasennuTM framework for business infrastructure and authored, Behind the Façade: How to Structure Company Operations for Sustainable Success.  It is the world’s first published book on business infrastructure for small businesses. Alicia hosts the weekly Business Infrastructure podcast with a global audience across 38+ countries.

 

More About Sponsor, Equilibria:
Equilibria, Inc. is a 15-year-old boutique operations management consulting firm. We build the business infrastructure necessary for fast-growing businesses to scale with less pain. With a range of services and products, entrepreneurs can get the operational support and resources they need on-demand.

 

133: How We Scaled Outgrow.co to NY’s #1 B2B Tech Company featuring Saksham Sharda

There’s no one way to scale, but a common and critical component is business infrastructure. Outgrow, a digital content marketing and technology company, is proof. In this episode, Saksham Sharda, the CIO and Creative Director at Outgrow, shares their 3-pronged approach to becoming New York’s top B2B software company. Now, they’re expanding globally. Get the full scoop!

Special Guest: Saksham Sharda, Creative Director & CIO – Outgrow

Location: Berlin, GERMANY

Show Notes:

  • Outgrow Customer Support: send an email to –  questions@outgrow.co
  • Outgrow’s Templates: search for chatbot, quiz, assessment, and calculator templates by industries including Art, Civil Rights, H.R., Real Estate, Production, and more!
  • Crunchbase: an online database platform that enables professionals to find information about public and private companies as well as their investors and owners for the purpose of pursuing new opportunities.
  • Product Hunt: an online database where visitors can share or discover new tech products. Users can comment and give reviews on those products.
  • G2: a website offering peer-to-peer reviews of business software.
  • Google Chat: “…a communication software developed by Google built for teams that provides direct messages and team chat rooms, similar to competitors Slack and Microsoft Teams, along with a group messaging function that allows Google Drive content sharing.”
  • Asana: a web and mobile application designed to help teams organize, track, and manage their work.
  • Follow the growth trajectory of these unicorns (as recommended by Saksham):
    • Intercom: an online conversational relationship management software.
    • Freshbooks: an accounting and bookkeeping software.
    • Hubspot: a customer-relationship management (CRM) software.

Related Episodes:

  • Episode 020: Striking the Perfect Balance Between Marketing and Operations
  • Episode 115: Scaling from Zero to 100,000 Active Customers with Tom Kulzer
  • Episode 119: Let’s Improve a Lead-to-Customer Conversion Process with Ericka Bates
  • Episode 126: Let’s Use Vertify to Connect Data & Make Better Decisions featuring Wayne Lopez

 

Like What You Heard? Please Leave a Review on Apple Podcasts

                                         

Subscribe for FREE Wherever You Listen to Podcasts, Including: 

    

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Credits_______________

  • Producer & Host: Alicia Butler Pierre
  • Podcast Editor: Olanrewaju Ade
  • Sponsor: Equilibria, Inc.

 

More About Guest, Saksham Sharda:
Saksham is the Creative Director of Outgrow, a platform that lets marketers build and launch interactive calculators and viral quizzes that help engage your website visitors and generate more leads. Numbers-wise, they have over 5,000 paying users. They are the number one B2B Tech Company in New York according to G2 and HubSpot’s fastest-growing app in 2019.

 

More About Host, Alicia Butler Pierre:
Alicia Butler Pierre is the Founder & CEO of Equilibria, Inc.. Her career in operations began over 20 years ago while working in various chemical plants and oil refineries. She invented the KasennuTM framework for business infrastructure and authored, Behind the Façade: How to Structure Company Operations for Sustainable Success.  It is the world’s first published book on business infrastructure for small businesses. Alicia hosts the weekly Business Infrastructure podcast with a global audience across 38+ countries.

 

More About Sponsor, Equilibria:
Equilibria, Inc. is a 15-year-old boutique operations management consulting firm. We build the business infrastructure necessary for fast-growing businesses to scale with less pain. With a range of services and products, entrepreneurs can get the operational support and resources they need on-demand.

132: How I Scaled & Sold 2 Businesses to Fortune 500 Companies featuring Jeff Wald

“Don’t grow alone. Ask for help.” Wise words from serial tech entrepreneur and investor, Jeff Wald. And he would know. After studying the causes of his first company’s failure, he resurfaced, and, in true entrepreneur fashion, started another company. And then another. When he founded WorkMarket, he knew that scaling from 8 to 8,000 salespeople required business infrastructure. Eventually, Jeff sold two of his companies to ADP and Salesforce.

Special Guest: Jeff Wald, Bestselling Author, & Co-Founder of WorkMarket –    JeffWald.com

Location: New York City, NY  USA

Show Notes:

  • The End of Jobs: The Rise of On-Demand Works and Agile Corporations: Jeff’s book featuring a compilation of essays from the world’s greatest thinkers on the future of work.
  • Future of Work Prize Competition: learn more about Jeff’s competition, launched in conjunction with his End of Jobs book. Modeled after the X Prize, he challenged the contributors to his book to imagine what the “…future of work holds for workers, companies, and society.” On Jan. 1, 2040, the contributor that is most correct in his/her prediction will be awarded $10 million.
  • XPrize: a non-profit organization that designs and hosts public competitions around technological development to benefit humanity. The grand prize is $10 million.
  • Trillion Dollar Coach: The Leadership Playbook of Silicon Valley’s Bill Campbell: a book by Eric Schmidt, Jonathan Rosenberg, and Alan Eagle.
  • Stacklist: a community-based organization that documents the insights and learnings of startup founders and experts. They host weekly panels where entrepreneurs share their best advice, lessons, and insights.

Watch Jeff’s 2020 presentation at Stacklist on Founders & Failures:

Related Episodes:

  • Episode 012: How to Find the Right Person for Your Process Improvement Initiative with Tony Curtis
  • Episode 028: Managing Virtual Teams in a Freelance Economy with Sherry Heyl
  • Episode 061: The One Thing You Need to Know About Exit Planning with David Shavzin
  • Episode 066: Diana Wu David’s Pricing Process

 

Like What You Heard? Please Leave a Review on Apple Podcasts

                                         

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Credits_______________

  • Producer & Host: Alicia Butler Pierre
  • Podcast Editor: Olanrewaju Ade
  • Sponsor: Equilibria, Inc.

 

More About Jeff Wald:
Jeff Wald is the Founder of Work Market, an enterprise software platform that enables companies to manage freelancers (acquired by ADP). He has founded several other technology companies, including Spinback, a social sharing platform (eventually purchased by Salesforce.com). He began his career in finance, serving as Managing Director at activist hedge fund Barington Capital Group, a Vice President at venture capital firm GlenRock, and various roles in the M&A Group at JP Morgan.

Jeff is an active angel investor and startup advisor, as well as serving on numerous public and
private Boards of Directors. He also formerly served as an officer in the Auxiliary Unit of the New York Police Department. Jeff is the author of The Birthday Rules and The End of Jobs: The Rise of On-Demand Workers and Agile Corporations. He frequently speaks at conferences and in media on startups and labor issues. Jeff holds an MBA from Harvard University and an MS and BS from Cornell University.

More About Host, Alicia Butler Pierre:
Alicia Butler Pierre is the Founder & CEO of Equilibria, Inc.. Her career in operations began over 20 years ago while working in various chemical plants and oil refineries. She invented the KasennuTM framework for business infrastructure and authored, Behind the Façade: How to Structure Company Operations for Sustainable Success.  It is the world’s first published book on business infrastructure for small businesses. Alicia hosts the weekly Business Infrastructure podcast with a global audience across 38+ countries.

 

More About Sponsor, Equilibria:
Equilibria, Inc. is a 15-year-old boutique operations management consulting firm. We build the business infrastructure necessary for fast-growing businesses to scale with less pain. With a range of services and products, entrepreneurs can get the operational support and resources they need on-demand.

131: How I Scaled My Technical Fluency Company featuring Aman Agarwal

If accounting is the language of business, then technology is the language of scale. And today’s leaders must be fluent in both. After working as an engineer and B2B salesman in Silicon Valley, Aman Agarwal started an education company to close the widening technical fluency gap he noticed among leaders. In this episode, he shares his equation for scaling and explains how you can measure your business’ success by a formula.

Special Guest: Aman Agarwal, Founder & CEO – Sanpram Transnational

Location: New Delhi, INDIA

Show Notes:

  • Advanced Technical Fluency Program: the website where you can learn more about Sanpram’s guided program to increase your technical fluency – the first of its kind in the world.
  • The Non-Engineer’s Ultimate Guide to Software Technology: Aman’s article on Medium.com that gives a crash course on common technology terms, explained using cooking analogies!
  • AirTable: a web-based platform for building collaborative applications that break down silos and sync data across teams.
  • Google Calendar: a web-based time-management and scheduling calendar service developed by Google.

Related Episodes:

  • Episode 018: How AI Technology Can Scale Your Small Business
  • Episode 030: Connecting Your Software for Maximum Productivity 
  • Episode 114: Validating Software Product Ideas with Ronan Walsh
  • Episode 126: Let’s Use Vertify to Connect Data and Make Better Decisions featuring Wayne Lopez

 

Like What You Heard? Please Leave a Review on Apple Podcasts

                                         

Subscribe for FREE Wherever You Listen to Podcasts, Including: 

    

              Castbox                                  

 

Credits_______________

  • Producer & Host: Alicia Butler Pierre
  • Podcast Editor: Olanrewaju Ade
  • Sponsor: Equilibria, Inc.

 

More About Aman Agarwal:
Aman Agarwal is the Founder and President of SANPRAM Transnational, an executive education company, and a passionate teacher and writer. He was formerly an engineer, building self-driving trucks in Silicon Valley. Besides engineering, he has also been a sales executive at two tech companies worth over $1 billion each.

More About Host, Alicia Butler Pierre:
Alicia Butler Pierre is the Founder & CEO of Equilibria, Inc.. Her career in operations began over 20 years ago while working in various chemical plants and oil refineries. She invented the KasennuTM framework for business infrastructure and authored, Behind the Façade: How to Structure Company Operations for Sustainable Success.  It is the world’s first published book on business infrastructure for small businesses. Alicia hosts the weekly Business Infrastructure podcast with a global audience across 38+ countries.

 

More About Sponsor, Equilibria:
Equilibria, Inc. is a 15-year-old boutique operations management consulting firm. We build the business infrastructure necessary for fast-growing businesses to scale with less pain. With a range of services and products, entrepreneurs can get the operational support and resources they need on-demand.