Scaling and Selling a Professional Services Firm

Written By Lindsay Sutula

Client: Medical Education Company
Industry: Professional Services

Challenge

A founder-led education company relied on small-group sessions and direct owner sales, limiting scalability and valuation. Processes were informal, and the business depended heavily on the owners’ personal relationships.

Iron Wheel Solution

  • Partnered with owners to recruit and train new instructors, reducing dependence on the founders.

  • Redesigned the sales process, shifting focus from small groups to institutional clients with recurring contracts.

  • Collaborated with the company’s financial and legal advisors to document operations and prepare for valuation.

Outcome

The company’s value grew from 3.5x EBITDA to 8x at sale. The owners exited at a premium price, with a scalable, transferable model and minimal owner reliance.

Lindsay Sutula
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