Every consultancy owner aiming for $2M, $5M, or $10M+ eventually runs into the same roadblock. 

Growth stalls. 

The pipeline isn’t consistent.
 

Margins start to slip. 

That’s the plateau. 

Quentin hit it - then broke through. 

By building a stronger company structure, sharpening his BD follow-up, and elevating his role so his engineers delivered at a higher standard, he had his biggest revenue month ever…
 

And cracked a 60%+ net profit margin. 

Josh & Mark hit it too - and then pushed through to their biggest month yet at $450K. 

They got clear on the right clients, built a high-performing team around them, and started thinking bigger - backed by consistent action. 

Now they’re on track to build a $4M consultancy with momentum behind them. 

The difference?
 

They didn’t wait it out.
 

They reset strategy, built structure, and executed. 

That’s exactly what we’ll work on together in the September Boardroom Case Study Group: 

 — Building a strong pipeli...

 A common theme we see inside Boardroom? 

Consultancy owners stuck in the weeds, holding everything together - and holding the business back. 

That was Andrew's reality. 

He was the bottleneck. Every client, every decision, every fire came through him. 

Fast forward 12 months? 

 — 10-person team
  

 — 60% year-on-year growth
  

 — And a business that now runs with him focusing on strategy 

He’s not buried in project delivery anymore. 

He’s leading the business forward - focused on growth, structure, and team performance. 

He’s not alone either: 

 — Armin, Haydn, John & James: Grew from $4.5M to $8M at 30% net margins while stepping out of delivery
 

 — Raj just delivered back-to-back record months while strengthening internal systems
 

 — Quentin hit his biggest month yet and cracked 60%+ net profit 

What changed? 

They joined Boardroom.
 

And they finally had the structure, strategy, and support to step up - and scale up. 

Next ...

Raj just wrapped up his biggest month yet. 

41% net profit. 

And since we started working together, he’s grown his business by 246%.  

That’s not a fluke. 

And it’s definitely not luck. 

It’s the result of a clear plan, executed with focus and intent. 

Here’s what we worked on together: 

— He upgraded his client base 

— He built a high-performance team 

— He elevated his role to focus on strategy  

Raj stepped out of the weeds and into his zone of genius. 

Client relationships. Growth strategy. Smart decisions. 

That’s what drives a business forward — and we made sure he had the time and space to do it. 

The result? 

A record month. 41% profit. And 246% growth. 

And most importantly — a level of clarity and control he’d never had before. 

Raj isn’t grinding harder. He’s working smarter. With a business that now works for him. 

Would you like the same results, or better?  

Next month, I’m kicking off a new case s...

We’ve just wrapped a big month inside Boardroom. Multiple members have had record-breaking months, added hundreds of thousands in revenue, and are consistently hitting net profit margins between 30% - 40%. 

Off the back of that, I’m opening a new case study group in October - designed for consultancy owners who want to grow faster, with more control, and stronger margins. 

There are a couple of spots left - and I’m only inviting the right kind of businesses to join. 

This is for you if:
  

— You run a consultancy in engineering, planning, surveying or architecture
  

— You’re currently sitting anywhere from $150K to $8M+ in annual revenue
  

— You’re aiming for that next jump - whether it’s $2M, $5M or $10M+
  

— You’re ready to run consistently at 30%+ net profit
  

— And you want the business to run smoothly without needing you across everything 

Here’s what we’ll work on together:
  

— Creating a strong pipeline of high-quality clients and projects
  

— Streng...

At $7M, we hit a crossroad. 

We had great clients. A solid reputation. 

But we were capped out.  

Limited by geography. Stretched by overheads. 

And missing key internal capability. 

Then we found the right partner - another consultancy with strong delivery, complementary services, and a similar culture. 

We didn’t just join forces. 

We merged with a bigger purpose in mind. 

Here’s what we did: 

— We restructured into business units 

— Aligned roles, responsibilities and P&L 

— Combined systems (finance, CRM, delivery) 

— And made culture the non-negotiable throughout 

There were teething issues - every merge has them. 

But the upside was massive: 

— Our footprint expanded overnight 

— We opened new markets & opportunities  

— And cross-sold services that boosted project value 

Overnight, our business doubled from $7M to $15M. 

More importantly - we were now a serious player. 

If you’re thinking about M&A… 

The structure po...

There’s a ceiling most consultancies hit. 

Around the $2-3M mark. 

The team’s decent. The reputation’s solid. The work keeps coming in. 

But things feel heavy. 

Margins are inconsistent. 

You’re still across too many decisions. 

And growth beyond this point feels harder than it should. 

Here’s why: 

— Leadership Bottlenecks Appear — 

The founder is still across everything. 

Without defined roles and accountability, every decision comes back to you. 

— Delivery Systems Break — 

The processes that worked at $1M don’t hold at $3M. 

Projects slip. Quality drops. Profit leaks. 

— The Business Still Relies on You — 

If you’re in the weeds, the firm can’t grow beyond your personal capacity. 

Clients buy you - not the business. 

— Structure Doesn’t Match Scale — 

What got you here won’t get you there. 

Without a new operating model, the wheels start wobbling. 

The truth is simple: 

Firms that break ...

Back when we were running our engineering consultancy.  

We were at $3M revenue. 

Busy. Profits good. But stuck. 

Every project, every fire, every system - ran through the directors. 

We knew something had to shift. 

So we made a hire that changed the business. 

We hired our Ops Manager.  

He wasn’t a technical leader. 

He wasn’t from the industry. 

He was a sharp, systems-focused operator - and he became our glue. 

He: 

- Documented our key processes 

- Cleaned up ops, admin, and invoicing 

- Freed us up from the day-to-day 

It gave us leverage. 

Instead of constantly firefighting, we were finally building. 

And in 18 months, we grew from $3M to $6M. 

Same founders. Same team. 

But a completely different business model. 

It was one of the most important decisions we made on the journey to $30M. 

If you’re stuck in the weeds between $2M to $3M - this is your sign. 

You don’t need another technician. 

You nee...

Quick reminder - I’m locking in the Boardroom Case Study Group this week. 

The consultancy owners I’ll be working with are serious about:
  

- Growing revenue to $2M, $5M, or $10M+
  

- Running consistently at 30%+ net profit
 

- And finally stepping out of the day-to-day into leading a business that runs smoothly 

The wins speak for themselves: 

- Bill just had his biggest invoicing month since 2022 

- Steven scaled out his leadership team and recorded 230% year-on-year growth 

- Andrew put back-to-back record invoicing months on the board 

The common thread?
 

They joined Boardroom. 

Now it’s your turn. 

This is it: 4 of the 5 seats are gone. 

That leaves just 1 spot. 

We kick off in September, and I’ll be choosing the final case study crew tonight. 

Click below to see the details and apply now: 

Click Here 

To your success, 

Josh 

PS: If you’re interested, here are 4 ways I can help you right now: 

1.  Grab a copy of my ne...

Every consultancy owner chasing that next revenue level - $2M, $5M or $10M+ hits the same wall. 

The growth slows.
 

Pipeline dries up.
 

Margins go down. 

That’s the plateau. 

Raj hit it - then broke through.
 

He’s grown 246% and posted a 41% profit month by tightening structure and focusing on higher-value work. 

Mandy, Alex and David hit it too - then crossed the $5M mark while upgrading their sales systems and leadership rhythm so the growth sticks. 

The difference?
 

They didn’t wait it out.
 

They reset strategy, built structure, and executed. 

That’s what we’ll do together in the September Boardroom Case Study Group. 

We’ll:
  

- Build the pipeline so A-grade work keeps flowing
  

- Lock in delivery systems so every project hits profit
  

- Map the growth strategy so you know exactly how to break through 

Important: 4 of the 5 case study seats are already taken.
 

That means just 1 spot left. 

If you’re ready to bre...

One of the biggest shifts we see inside Boardroom is owners realising: 

If everything depends on you, you don’t have a business. 

You’ve got a job with staff attached. 

That’s where Steven was. 

He was the bottleneck - doing it all. 

Now? He’s built a 7-person team, grown 230% year on year, and stepped up into leadership. 

Instead of being buried in delivery, he’s driving strategy and structure from above. 

And he isn’t alone… 

- Andrew has just strung together back-to-back record invoicing months while putting new systems in place.
  

- Quentin achieved his biggest revenue month ever and hit 60%+ profit. 

The common thread?
 

They all joined Boardroom. 

And next month, I’m kicking off a new case study program inside Boardroom designed to help consultancy owners:
 

- Build a consistent pipeline of A-grade projects and clients
  

- Tighten delivery systems so projects hit profit targets every time
  

- Create a clear strategy for growing beyo...