The FirmLever Weekly Roundup: Issue #54
The Pricing with AI Edition
Its great to be back in Washington, DC where my team and I are building the next generation of AI-powered advisory-first firms.
This was largely inspired by the fact that most sales-cycles at $500K-$5M firms range from a day or so up to several weeks.
The discovery, the scoping, the data verification, the stuff prospects forget to mention (and things we forget to ask!), the pricing, the team allocation, the margin mapping, the justification for a premium fee, etc, etc.
Exhausting.
So I decided to create an easy button for it.
In the same vein, I've learned so much over the past year since launching the Firmlever Network (where firms refer and get referred clients for free) that we decided to create a tool around accelerating profitability at firms while decreasing owner hours.
But I'll keep it short this week.
A few new thoughts:
- A write-up of the AI-moves the most efficient firms are making in 2026.
- How a $720K solo firm is losing money (my personal tear-down)
- Playbook: Going from owning a job to owning a business (written by a friend of mine spending up to $4M to purchase and optimize firms)
Until next time.
Marc
P.S. - If you want a preview of our new AI-powered advisory-first platform, reply to this email with "Preview" and I'll show you how it works as if you were using it today at your own firm (Limited to first 5 replies since unlike Elon I can only focus on one AI company at a time).
