How to Make Your Company "Deal-Ready" with Kristin Zhivago
Listen to Kristin's concise overview of this on-demand presentation
ON-DEMAND
Kristin Zhivago, President of Zhivago Partners, a revenue growth services company, shares insights honed through hundreds of revenue growth consulting assignments with big and small firms on building revenue growth. In this laser-focused and actionable hour, Kristin delivers information on how to:
Enhance client relations
Sell the way your clients want to buy, and provide what investors want
Understand client and investor buying mindsets
Make promises that are fulfilled with efficient processes and systems
Apply actionable strategies for aligning your firm’s practices with investor expectations. Whether you want to sell, merge, talk to private equity investors or just have someone else take over and retire, Kristin shows you how to get "Deal-Ready".
Bonus Companion Resources
A Guide to Mindset Marketing™ in the Age of AI, by Kristin Zhivago
For CPA small firm partners focused on growth:
Revenue growth is primarily a listening problem, not a marketing problem
The most valuable growth insights are already in your client base
Firms that deeply understand how clients decide to buy
✔️ Increase focus on value
✔️ Shorten sales cycles
✔️ Increase close rates
✔️ Win higher-quality, better-fit clients
✔️ Reduce focus on pricing
✔️ Increase focus on value
The guide is ultimately a call for discipline, humility, and client-centric thinking—qualities that align closely with high-performing CPA advisory firms.
Questions Investors Ask
“Questions Investors Ask” is a practical due diligence checklist designed to help a firm prepare clear, credible answers for investor meetings by answering the core questions investors will ask across the categories of: Your Firm, Revenue Growth/Marketing & Sales, Financials, Technology, Products & Services, and Legal/Contractual Integrity.
This guide will help you impress investors by being able to answer their most pressing questions in advance of initial meetings.