Artificial intelligence is transforming how boutique firms operate, and Darren Horwitz, founder of Tenten Group, is leading the way. By leveraging AI to process years of business data, Darren has identified high-value opportunities and optimized his firm’s service offerings. He’s also using AI to analyze patterns in client interactions, refine messaging, and develop a targeted content strategy that resonates with ideal clients. Additionally, Darren is integrating AI into client workflows, streamlining brand management tasks to enhance efficiency and free up time for strategic initiatives. Join this session to discover how AI can help you unlock growth by improving decision-making, refining client deliverables, and scaling operations with greater precision.

Scaling a firm with the ultimate goal of a successful exit requires a precise strategy, the right tools, and disciplined execution. By leveraging proven frameworks and actionable insights, you can position your business to achieve maximum value when the time is right. Join Brian Ackerman, Partner at Ascendient Healthcare Advisors, as he shares how he’s leveraging Collective 54 tools like the Firm Estimator, Exit Readiness Checklist, and EOS Integration Plan to scale his firm and maximize its value. In this session, you’ll gain practical insights into how to apply these tools, optimize your operations, and develop a roadmap that sets your firm up for long-term success.

Acquisitions can be a game-changer for scaling your business, providing access to new markets, capabilities, and talent. However, making the right acquisition requires a clear strategy and a founder’s perspective on what drives success. Join Sam Shepler, Founder of Testimonial Hero, as he shares his journey of leveraging acquisitions to accelerate growth. In this session, you’ll learn how to identify opportunities that align with your vision, navigate the acquisition process, and unlock synergies that enhance your business. Whether you're exploring acquisitions for the first time or refining your approach, this session will provide actionable insights from a founder who’s been in your shoes.