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What Got Us to $3M Nearly Broke Us at $7M

In the early days, we were proud of how lean we ran. 

No fluff. No fat. Just hard work, good people, and solid delivery. 

That approach got us to $3M. 

But it nearly broke us at $7M. 

 

Here’s what happened: 

 

We kept growing without changing how we operated. 

— Same flat structure. 

— Same client-heavy delivery. 

— Same founders doing everything. 

 

It worked… until it didn’t. 

 

— Margins tightened. 

— Projects slipped. 

— People started burning out, especially us. 

 

We realised that what got us to $3M was actually holding us back from getting beyond $7M. 

So we made three key shifts: 

— We built a real leadership layer — 

Not just senior techs. Real leaders with clear accountability. 

 

— We stopped saying yes to everything — 

And got ruthless with scope, client fit, and pricing. 

 

— We stopped doing, and started building — 

We replaced brute-force effort with structure, systems and strategy. 

 

Within 12 months, the business looked completely differe...

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Last chance - doors close tonight (1 spot left)

Quick reminder - I’m closing off the October Boardroom Case Study Group tonight. 

 

The consultancy owners I’ll be working with are committed to:
 

— Growing to $2M, $5M, or $10M+ with clarity and control
 

— Locking in 30%+ net profit margins consistently
 

— Stepping out of day-to-day delivery and leading from above 

 

The results speak for themselves:
 

— Drew elevated his leaders and tripled profit margins in just 90 days
 

— Amanda & John clarified team roles, raised rates, and delivered their biggest month ever 

— Mandy, Alex & David nailed their culture and secured an $850K tender 

 

The common thread?
 

 

They joined Boardroom - and reset the way they run their business. 

 

Now it’s your turn. 

 

Right now, 4 of the 5 seats are already filled. 

 

That means just 1 x spot left. 

 

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

 

Click Here to see if it’s a fit and complete your application.  

 

To your success,
 

 

J...

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Hit a plateau? Time to break through

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...

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You Can’t Grow if You’re Still in The Weeds

 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 ...

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Raj Grew by 246%

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...

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Boardroom Case Study Group

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...

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The Merge That Took Us From $7M to $15M

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...

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The $3M Ceiling You Aren't Even Aware Of

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 ...

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The One Hire That Doubled Our Business

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...

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Doors close tonight (1 spot left)

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...
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