52: AI Strategy for Consulting Firms: From Efficiency to Growth with Shawn Yeager

What happens to a professional services firm when AI makes the work faster—but clients expect to pay less?Shawn Yeager, founder of Upshift, works with professional services firms on the commercial implications of AI: not simply which tools to adopt, but what firms should sell and how they should price once parts of traditional delivery become easier to automate. Drawing on three decades working with emerging technologies, Shawn argues that AI is exposing the weaknesses of the billable-hour model while increasing the importance of judgment, trust, relationships, and commercially differentiated expertise.Joe and Shawn discuss how firms can map services into exposed, compressing, defensible, and emerging categories; why boutiques may have an advantage in experimentation; and why AI transformation needs to begin with business-model thinking rather than technology deployment. They also explore productization, subscription-based services, AI-enabled leverage, pricing and packaging, client validation before building new offerings, and what the rise of forward deployed engineers could mean for consulting firms.In this episode you will learnWhy AI is putting pressure on the traditional billable-hour model.How to classify services as exposed, compressing, defensible, or emerging.Why judgment and trusted relationships remain difficult to commoditize.How AI can enable new subscription and recurring-revenue offerings.Why firms should validate client problems before building AI products.How pricing, packaging, and positioning need to evolve alongside delivery.Why AI transformation should start with commercial outcomes, not technology.Chapters:(00:00) Introduction(00:16) Meet Shawn Yeager(01:13) From Microsoft to AI(03:07) AI Changes Consulting(05:44) Faster Horse or Car(07:59) Investor AI Due Diligence(10:42) Mapping Service Exposure(14:05) Subscription Advisory Future(15:07) New Skills and Leadership(17:23) Automation in Practice(21:55) Case Study Pricing Reset(27:01) Build vs Business Outcomes(29:48) Spinouts and New P&L(31:51) Forward Deployed Engineers(35:53) Closing ThanksResources:Follow Shawn on Linkedin: https://www.linkedin.com/in/shawnyeager Website: https://upshiftco.com/ Send us Fan MailProf. Joe O'Mahoney helps boutique consultancies scale and exit. Follow Joe on LinkedIn:https://www.linkedin.com/in/joeomahoney/Follow Joe on Twitter:https://twitter.com/joeomahoneyVisit Joe’s Website:https://www.equitysherpa.com

How can a boutique consultancy scale beyond founder-led growth without losing the culture that made it successful?Rob Ferrone is a product data and PLM strategy advisor who founded and led Quick Release, a specialist engineering consultancy focused on product data management and product data flow. In this episode, he explains how the firm grew through referrals before developing a structured, consultative approach to business development and expanding to more than 200 people across the UK, US, Europe and Australia.Rob discusses how technical consultants learned to contribute to sales by diagnosing customer issues, consequences and value rather than relying on conventional sales techniques. He also shares lessons from international expansion, including the importance of repeatable recruitment, cultural ambassadors, clear leadership responsibilities and greater employee autonomy. The conversation examines Quick Release’s acquisition by ALTEN, the value of preparing for a sale before a buyer appears, and the operational foundations that can reduce acquisition risk. Rob also introduces his latest startup work, which uses AI to improve employee engagement, insight gathering and communication during transformation programmes.In This Episode You Will Learn:How to move beyond referrals and founder-led sellingWhy consultative sales methods work well for technical teamsHow regular practice improves pitches and objection handlingWhy recruitment and culture become critical during international growthHow clearer leadership responsibilities can reduce scaling frictionChapters:(00:00) Introduction(01:37) Quick Release Origin Story(02:55) From Referrals to Sales(05:12) Scaling Beyond Founders(07:03) Training Technical Sellers(08:39) Practice and Objections(12:03) Growing Pains at Scale(15:07) Culture Across Countries(16:22) Lessons and Mistakes(20:27) Selling to Alton(27:11) Final AdviceResources:Connect with Rob  on LinkedIn:https://www.linkedin.com/in/robert-ferroneLearn more about Quick Release:https://quickrelease.co.uk/Send us Fan MailProf. Joe O'Mahoney helps boutique consultancies scale and exit. Follow Joe on LinkedIn:https://www.linkedin.com/in/joeomahoney/Follow Joe on Twitter:https://twitter.com/joeomahoneyVisit Joe’s Website:https://www.equitysherpa.com

How can boutique consultancies scale, diversify, and prepare for exit without losing the culture that made them successful?In this episode, Professor Joe O’Mahoney speaks with Martin Mehalchin, a former Lenati leader who helped build the Seattle-based customer strategy and experience design firm into a nationally recognised consultancy before its 2018 merger with PK. Martin reflects on the growth journey from a locally anchored boutique to a broader North American player, including the role of clear positioning in customer experience, the importance of client diversification, and the value of developing a more productised niche around loyalty.The conversation explores how Lenati’s employee-first culture supported client retention, internal promotion, and low churn. Martin also discusses the firm’s PE-backed acquisition, why the fit with PK and Carlyle worked, and how a careful approach to integration helped preserve momentum. The episode closes with Martin’s view on AI in consulting, especially its impact on junior roles and why firms should build AI capability through experimentation rather than top-down mandates.In this episode you will learn:Why clear specialist positioning can drive both sales and talent attractionHow Lenati reduced dependence on Microsoft by building new verticalsHow employee-first cultures can support client outcomes and firm valueWhat made the PK and Carlyle acquisition a positive experienceHow boutique firms should approach AI through team-led experimentationChapters:(00:00) Introduction(07:22) Building an Employee-First Consulting Culture(09:00) Scaling From Local to National(13:00) Turning Local Case Studies Into National Growth(19:10) Low Churn and Promoting From Within(20:55) Choosing a PE-Backed Acquisition(24:50) What Made the Private Equity Experience Work(29:30) Lessons Learned From Growth and Exit(33:50) Keeping the Fundamentals While Adopting AI(35:15) Final ThoughtsFollow Martin on LinkedIn:https://www.linkedin.com/in/mehalchin Follow Joe on LinkedIn:https://www.linkedin.com/in/joeomahoney/Follow Joe on Twitter:https://twitter.com/joeomahoneyVisit Joe’s Website:https://www.equitysherpa.comSend us Fan MailProf. Joe O'Mahoney helps boutique consultancies scale and exit. Follow Joe on LinkedIn:https://www.linkedin.com/in/joeomahoney/Follow Joe on Twitter:https://twitter.com/joeomahoneyVisit Joe’s Website:https://www.equitysherpa.com

How do you scale a consulting business from £2M to £30M without losing culture, customer focus, or entrepreneurial energy?In this episode, Joe O’Mahoney speaks with Stuart Packham, Group CEO of Alchemist Group, about scaling professional services businesses through a combination of organic growth, acquisitions, operational rigor, and people-first leadership. Stuart shares lessons from building a private equity-backed buy-and-build platform across leadership development, sales training, and experiential learning.The conversation explores the realities of integrating acquired firms, managing founders during M&A transitions, and balancing infrastructure with entrepreneurial culture. Stuart also discusses how consulting firms should think about AI, both as a customer-facing capability and as an internal scalability lever, while avoiding “technology for technology’s sake.” The discussion also covers private equity partnerships, the importance of financial discipline and operational infrastructure, and why culture and sales enablement become critical as firms grow internationally.Chapters:(00:00) Introduction(03:20) Building a Buy-and-Build Consulting Platform(07:50) AI’s Impact on Consulting and Sales Training(15:50) Scaling from £2M to £30M Revenue(19:40) Infrastructure, Systems, and Operational Control(26:00) What Private Equity Really Changes(33:20) Culture, Retention, and Integration in M&A(39:30) Common Sales Mistakes in Boutique ConsultanciesFollow Stuart on LinkedIn:https://www.linkedin.com/in/stuartpackham Alchemist Group Website:https://thisisalchemist.com RAIN Group Website:https://www.rainsalestraining.com Send us Fan MailProf. Joe O'Mahoney helps boutique consultancies scale and exit. Follow Joe on LinkedIn:https://www.linkedin.com/in/joeomahoney/Follow Joe on Twitter:https://twitter.com/joeomahoneyVisit Joe’s Website:https://www.equitysherpa.com

How do you build multiple successful agencies, recover from failure, and keep scaling without burning out?In this episode, Joe speaks with Jamie Shanks, founder and CEO of Get Levrg, and a three-time agency founder who has built businesses in sales training, technology, and outsourced revenue operations. Jamie shares the entrepreneurial mindset that has driven him through wins, setbacks, and multiple reinventions. He explains why founders must learn to enjoy the climb rather than chase a final destination, and why resilience often matters more than strategy alone.Jamie also breaks down the practical systems behind scaling revenue. He explains his “lighthouse and tugboat” framework for balancing inbound authority-building with outbound prospecting, how Sales for Life grew rapidly by leveraging partnerships and repeatable campaigns, and why many founders make the mistake of buying tools before defining principles and process.The conversation also explores recurring revenue, founder-led sales, outsourcing, and cash flow discipline. Jamie offers candid lessons from mistakes made in earlier ventures, including project-based revenue dependency and poor payment terms, and explains how he rebuilt Get Levrg using a stronger economic model from day one.Chapters:00:00 Introduction01:20 Three Agencies Journey03:11 Fear and Motivation06:52 Social Selling Breakthrough07:24 Sphere of Influence Playbook11:23 Principles Process Platforms15:30 Outsourcing Done Right20:49 Relationship Signal Intelligence23:51 Exiting Founder Led Sales31:21 Hard Lessons and Cash FlowFollow Jamie on LinkedIn: https://www.linkedin.com/in/jamestshanks Get Levrg Website:https://getlevrg.com Send us Fan MailProf. Joe O'Mahoney helps boutique consultancies scale and exit. Follow Joe on LinkedIn:https://www.linkedin.com/in/joeomahoney/Follow Joe on Twitter:https://twitter.com/joeomahoneyVisit Joe’s Website:https://www.equitysherpa.com

What really changes when a consulting firm takes on private equity, and how should founders prepare for it?Karen Thomas-Bland shares practical insights from working across private equity-backed consulting firms, transformations, and integrations. She explains that the biggest shift post-investment is not capital, but discipline: more rigorous reporting, structured governance, and collective decision-making. Founders must adapt from autonomy to accountability, while also managing cultural transition as firms move from “family” environments to scalable businesses.The discussion explores the metrics that matter most in consulting firms, including client concentration, pipeline conversion, sales cycle length, and pricing discipline—often an underdeveloped lever in boutique firms. Karen also highlights the importance of sequencing value creation initiatives, focusing on a small number of priorities, and building operational infrastructure without over-scaling back-office costs.The episode also covers integration strategy, arguing that firms should “transform first, integrate second” to avoid compounding weaknesses. Finally, Karen outlines how leaders can build a strong market presence through focused, insight-led content, emphasizing clarity, consistency, and relevance over reach.In this episode you will learnWhy private equity introduces discipline, not just capitalThe key KPIs consulting firms should track before and after investmentHow to avoid common mistakes in pricing and margin managementWhy focusing on 2–3 priorities drives better value creation than long listsThe importance of transforming businesses before integrating acquisitionsHow to scale sales beyond the founder and embed a firm-wide sales mindsetPractical advice for building a credible and effective LinkedIn presenceFollow Karen on LinkedIn: https://www.linkedin.com/in/karenthomas-bland Follow Joe on LinkedIn:https://www.linkedin.com/in/joeomahoney/Follow Joe on Twitter:https://twitter.com/joeomahoneyVisit Joe’s Website:https://www.equitysherpa.comSend us Fan MailProf. Joe O'Mahoney helps boutique consultancies scale and exit. Follow Joe on LinkedIn:https://www.linkedin.com/in/joeomahoney/Follow Joe on Twitter:https://twitter.com/joeomahoneyVisit Joe’s Website:https://www.equitysherpa.com

What does it take to build a consulting firm that lasts 25 years and successfully exits to a Big Four firm?Adrian Moorhouse, Olympic gold medallist and former world number one swimmer, shares the story of how he transitioned from elite sport to building Lane4, one of the UK’s most respected leadership development consultancies. After retiring from swimming, Moorhouse moved into talent development in British Swimming before co-founding Lane4 in 1995 with academics and a sales partner, applying principles from sport—such as improving inputs to drive better outputs—to leadership development and consulting.Over the next 25 years, Lane4 grew into a multi-million-pound consultancy before joining EY in 2021. In this conversation, Adrian explains the strategic choices that shaped that journey: building a team with distinct roles for sales, delivery, and account management; overcoming growth plateaus; and navigating the realities of selling a consulting firm. He also reflects on leadership, learning, and the mindset shift required to move from individual performance to leading a team-based business.In this episode you will learnHow Adrian Moorhouse transitioned from Olympic athlete to consulting entrepreneurWhy separating sales, delivery, and account management can unlock consultancy growthThe importance of “better inputs lead to better outputs” in building consulting capabilityHow Lane4 broke through a revenue plateau by redesigning roles and investing in new business developmentWhy understanding the difference between the customer and the consumer matters in consultingWhat founders should expect when selling a consulting firm and navigating an earn-outHow leadership mindset shifts from individual performance to building a high-performing teamConnect with Adrian:LinkedIn: Adrian MoorhouseSend us Fan MailProf. Joe O'Mahoney helps boutique consultancies scale and exit. Follow Joe on LinkedIn:https://www.linkedin.com/in/joeomahoney/Follow Joe on Twitter:https://twitter.com/joeomahoneyVisit Joe’s Website:https://www.equitysherpa.com

What does it take to build a consulting firm that is global from day one?In this episode, Joe O’Mahoney speaks with Matthieu Courtecuisse, Founder & CEO of Sia, about the long-term decisions behind building one of the world’s largest founder-led consulting firms.Matthieu shares how Sia was built with international scale in mind from the very beginning, why founder commitment matters more than capital in global expansion, and how early investments in data, AI, and technology shaped the firm’s competitive advantage. He explains Sia’s augmented consulting model, where proprietary platforms and AI tools sit at the core of delivery—not as add-ons.The conversation also covers Sia’s approach to growth through selective acquisitions, the balance between building and buying capabilities, and how culture-led integration supports scale. Joe and Matthieu close by discussing how AI is reshaping consulting economics, talent models, and why firms need to think in decades, not quarters, when building lasting value.In this episode you will learn:Why Sia was built with global scale as a core ambitionHow founder commitment drives successful international expansionWhy early investment in AI and data created long-term advantageWhat augmented consulting looks like in practiceHow Sia approaches M&A without diluting cultureWhy consulting firms must think long-term to build real valueThis episode offers a long-term view on what it takes to build a global consulting platform—through sustained investment, founder leadership, and a clear belief in technology as a driver of scale and value.Connect with Matthieu:LinkedIn: Matthieu CourtecuisseWebsite: SIA-Partners.com Resources:SIA Case StudySend us Fan MailProf. Joe O'Mahoney helps boutique consultancies scale and exit. Follow Joe on LinkedIn:https://www.linkedin.com/in/joeomahoney/Follow Joe on Twitter:https://twitter.com/joeomahoneyVisit Joe’s Website:https://www.equitysherpa.com

What does leadership really look like when growth, pressure, and personal risk collide?In this episode, Joe O’Mahoney speaks with Richard Goold about scaling consulting firms, leading under strain, and building long-term value without losing culture.Richard Goold supports founders, CEOs, and boards through the hardest stages of growth—scaling sustainably, protecting culture, and preparing for long-term value creation. He has led and exited consulting businesses, including a £35m sale following an MBO, and now advises fast-growth firms across the UK and US. Earlier in his career, Richard also served as a frontline Met Police officer, an experience that deeply shaped his views on leadership, trust, and decision-making under pressure.Richard shares his journey from big consulting firms to leading Moorehouse through an MBO, growing the business from £3m to £35m, and ultimately selling it. He reflects on the realities of leadership during high-stakes moments, including remortgaging personal assets, navigating near-deal failures, and carrying responsibility for people as the firm scaled.The conversation explores what truly drives firm value beyond revenue—succession planning, client concentration, codifying knowledge, and leadership depth—as well as why these factors must be addressed years before an exit process begins. Joe and Richard close by discussing today’s consulting landscape, including the cultural challenges of remote work, the risks and opportunities of AI, and what leaders must do now to stay relevant and protect enterprise value.In this episode you will learn:What leadership under strain really looks like in growing consulting firmsHow Morehouse scaled from an MBO to a £35m exitWhy people, succession, and culture drive long-term firm valueThe risks of waiting too long to prepare for an exitHow to codify delivery IP and reduce founder dependencyWhy everyone—not just partners—must contribute to growthHow AI and remote work are reshaping consulting firm valueThis episode offers a grounded look at leadership when the stakes are real—from scaling and exits to culture, people, and personal risk. Richard’s experience provides practical insights for consultancy leaders navigating growth, strain, and long-term value creation.Connect with Richard:Website: RichardGoold.com LinekdIn: Richard GooldSend us Fan MailProf. Joe O'Mahoney helps boutique consultancies scale and exit. Follow Joe on LinkedIn:https://www.linkedin.com/in/joeomahoney/Follow Joe on Twitter:https://twitter.com/joeomahoneyVisit Joe’s Website:https://www.equitysherpa.com

What does it take to scale a consulting firm internationally without external capital? In this episode, Joe O’Mahoney speaks with Olly Purnell, Managing Partner and co-founder of Q5, about how the firm grew from a five-person partnership to a global consultancy. With nearly 30 years of consulting experience, he leads client engagements across sectors while also focusing on attracting top talent to support Q5’s growth in the UK, US, and Australia.Olly explains why Q5 moved away from an associate-heavy model, how they built a culture around organisational health, and how their internal tool—Org Maps—supports operating model work by analysing spans, layers, and resource allocation directly from client ERP data.They also discuss Q5’s shift from a traditional partnership to a broader shareholder structure, the targeted mergers that helped them enter new markets, and the leadership decisions that preserved the team during COVID-19.Olly closes with insights into the future of consulting, the impact of AI, and Q5’s focus on strengthening their tools and international footprint. In this episode, you will learn: How Q5 scaled from a small founding team to an international consultancyWhy the firm shifted from an associate-led model to full-time hiringWhat “organisational health” means in practice and how Q5 delivers itHow Org Maps supports operating model and workforce decisionsWhy Q5 moved from a partnership to a broader shareholder structureThe leadership decision that protected the firm during COVID-19How Q5 approaches growth, culture, and the future of consulting in an AI-driven eraThis conversation offers a clear look into how Q5 has grown, adapted, and defined its approach to organisational health. Olly’s reflections on culture, structure, and leadership provide practical insights for any consultancy thinking about scale. We hope you found the discussion valuable and thought-provoking.Connect with Olly:Website: q5partners.comLinkedIn: Olly Purnell Send us Fan MailProf. Joe O'Mahoney helps boutique consultancies scale and exit. Follow Joe on LinkedIn:https://www.linkedin.com/in/joeomahoney/Follow Joe on Twitter:https://twitter.com/joeomahoneyVisit Joe’s Website:https://www.equitysherpa.com