Webinar

From 0–$100M: Scaling a Firm With AI as Your Co-Pilot

Cut through the theory to discuss the three walls every founder hits, and how AI can help you climb over them faster. No hype, just what works and what doesn’t at each wall.

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November 13, 2025

Pacific Time

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November 13, 2025

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November 13, 2025
|
Pacific Time

Overview

Summary

This webinar breaks down the three major growth inflection points for consulting and services firms and shows how to redesign leadership, operations, and focus at each stage. You’ll learn where AI actually adds value as a co-pilot—helping you escape founder bottlenecks, tame mid-stage chaos, and scale past $100M without breaking quality or culture.

Challenges

Founders and services leaders hit predictable “walls” at $5M, $25M, and $100M as capacity, complexity, and operating models fail to keep up with growth. Many firms know AI should help but struggle to turn it into practical leverage across people, projects, and processes.

Key takeaways

Understanding Market Dynamics

Evaluate your unique offerings and the market size to determine future growth potential, ensuring you remain competitive.

AI Integration for Efficiency

Leverage AI tools to streamline operations and enhance productivity, particularly focusing on internal processes for substantial value.

Team Structure and Leadership

Developing decentralized leadership can help address scaling challenges, facilitating smoother transitions as firms grow.

Webinar speakers

Marc Troyan

Sr. Director of Customer Success and Customer Growth and Renewal Research, TSIA

Mark Orttung

CEO, Projectworks

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