Corner Alliance

Founder

Working with government and non-profit leaders to innovate, communicate, and build better programs, including the Department of Homeland Security, National Institutes of Health, National Institute of Standards and Technology, and Department of Commerce.

OwnerRx.com

Building the always on AI-enabled strategic copilot for SMB owners.

Owner

Entrepreneurly

Board Member

OwnerInstitute

Owner Institute helps owners grow their businesses while achieving independence.

Entrepreneurs'​ Organization

James Lee Witt Associates

Director

SRA Touchstone Consulting Group

Principal

The Touchstone Consulting Group, SRA International, Inc.

extreme blue intern

US Senator Max Baucus

Speechwriter

CEO @ Corner Alliance | Author @ The Small Business Mentor

I spent 17 years and $200K+ hunting through every business course, mastermind, and guru to find the nuggets that actually work.

EOS? Implemented it. Scaling Up? Read it. EO/YPO? Joined both.

The result? 10,000+ hours distilled into OwnerRx - the AI coach that knows every framework, every playbook, every shortcut.

What it took me years and big dollars to learn, OwnerRx delivers in seconds for a fraction of the cost.

A consulting firm came to me at 15% margins.

Target: 20%.

Five years ago, I had a playbook for this:

Old playbook:

- Better hiring → get 1-2% back (maybe)
- Global talent → squeeze out 3-5% (with cultural pain)
- Cut overhead → another 1-2% (one-time gain)

We'd grind our way to 20% over 18-24 months.

Today? That playbook is obsolete.

Here's what I'm seeing with AI agents:

Get 10% margin expansion by holding back office costs constant and growing topline.

Not cutting. Not offshoring. Not grinding.

Growing revenue without scaling headcount.

The new math:

Professional services firm:

- Revenue: $5M
- Back office: 8 people
- Margin: 15%

Deploy AI agents for:

-Financial Analysis
-Client Reporting
-Marketing
-Proposals and Quoting
-Quality Control
-Meeting analysis and follow ups
-Employee onboarding and HR 
-Client research (80% faster)
-Hiring

Result:

- Same 8 back office people
- Revenue grows to $7M (+40%)
- Margin: 25%

Alan Pentz

Owner @ OwnerRx.com | OwnerRx uses battle-tested playbooks from decades of building and coaching SMBs to create AI agents that run your business for you. | Read my newsletter: newsletter.ownerrx.com

I spent 10 hours a day for 4 days in a row re-building all my AI workflows last week.

3 months ago, I was building OwnerRx, the newsletter, and my Linkedin. I had 4 vendors helping with each aspect. Spend was out of control at $30k a month.

Now I've replaced them all with AI agents. That saves $360k a year.

First came the client tracker agent - every interaction, deadline, and renewal date monitored automatically. 

Then the meeting analyzer that turns Zoom recordings into 5 different artifacts to track and follow up on the meeting content.

The content pipeline was the game-changer. What took 2 hours to write now takes 3 minutes to generate and 15 minutes to polish.

Total investment: 100+ hours of my nights and weekends. 
ROI: 20 hours a week saved and $360k

But there's a downside: the exhaustion is real.

Every improvement reveals 10 more possibilities. Fix the client tracker? Now you see how broken your invoicing is. Automate content? Your distribution system looks ancient.

Last week's 4-day marathon started as "quick workflow optimization." 

The shift from doing work to building tools that do work isn't optional anymore. Teams still manually tracking clients in spreadsheets are losing 15-20 hours weekly that automated teams invest in growth.

My clients now run smoother with zero employees than they would with 5. 

But the pace is picking up. Some people spend all day building tools to make their tools work more effectively.

I'm not sure how many of us can handle it but the productivity increases are real and some people are achieving breakout.

One of biggest PE firms just allocated $1.5B to buy businesses like yours at traditional multiples, deploy AI, and watch margins expand.

Their thesis? You won't adapt fast enough.

I keep having the same conversation. Four owners last month asked me: "Should I sell before AI disrupts my business?"

Meanwhile, I invested in a metal fabrication company. The owner was spending 20-30 hours per week processing purchase orders. Not sustainable when you're trying to grow.

We built an AI system in two weeks. PO processing now takes 5 minutes. He got 25 hours of his week back.

We're closing on our second acquisition next month. Same playbook: build the AI capability once, plug each new company into the same operating system.

That's exactly what the PE firms are doing. At scale.

Here's the data that matters:

95% of AI pilots fail. But the 5% who break through? 91% see revenue boost. 86% improve margins.

This isn't a technology problem. It's a commitment problem. Pilots are experiments nobody owns. The winners pick one process, assign ownership, and measure results until it works.

The rinse and repeat.

The gap between "wanting to use AI" and "actually transforming your business" is where most owners get stuck.

That's exactly the gap PE firms are exploiting.

I'm not going to pretend I'm not doing the same thing PE firms are. The difference: I'm showing you exactly how it works so you can do it yourself.

Build the capability yourself, or become someone else's margin expansion play.

What's the one process eating 20+ hours of your week that you keep saying you'll fix "next quarter"?

$300K.

That's what each failed sales hire costs when you add: salary + lost deals + operational chaos + owner time back in the weeds.

The owner I talked with last week had just gone through his third failed sales hire. 

The pattern?

"We hired for product knowledge... failed to look at character."

But here's the deeper mistake:

They were trying to hire ONE person who could do everything the founder does.

Product expertise + all the relationships + sales nuance + operations + strategy.

That's not a job description. That's a unicorn.

And unicorns don't exist.

Here's what happens when you track your sales process with AI and ask: "What am I actually doing?"

AI breaks it down:

- Marketing: 9 hours/week (lead gen and qualification)
- Admin: 5 hours/week (Writing and sending followups, updating the CRM and dashboards)
- Selling: 7 hours/week (actual conversations with buyers)
- Meetings and Reporting: 5 hours/week (in internal meetings and preparing for those meetings)
-Customer Service: 10 hours/week (Talking recent sales through onboarding issues)

You're not hiring for one role. You're trying to get one person to do a bunch of different stuff.

The AI insight:

Don't hire 1 "unicorn" at $150K who'll fail in 18 months.

Engineer it into 3 achievable roles:

- Sales Rep ($75K) - hire for relationship skills and ability to close
- Operations Coordinator ($55K) - hire for ability to track actions, update the CRM, and do follow ups.
- Customer Service Rep ($60K) - hire for deep product knowledge and ability to answer customer questions 

Then AI generates hiring scorecards for each:

- 5 character traits (integrity, ownership, learning ability, culture fit, resilience)
- 5 technical competencies (specific to THAT role, not "do everything")
- Interview questions revealing both dimensions
- Red flags from your past failed hires

The real problem:

You're not bad at hiring.

You're trying to hire another version of yourself.

The solution:

Stop looking for unicorns.

Start engineering roles AI can help you fill.

Drop your calendar export in ChatGPT and ask:

"What am I actually doing, and should this be 1 role or 3?"

OpenAI just launched ChatGPT Shopping 3 days before Black Friday. It's built for products.

But if you run a professional services firm, the behavior change matters more than the feature.

People are getting trained to ask AI for recommendations instead of searching Google. "What do I need?" "Who can help me?" "Who's best for my situation?"

Right now, that's mostly products. But the habit is forming.

So I ran an experiment.

I asked ChatGPT: "Who are the best fractional CFOs in Austin for manufacturing companies doing $5-10M?" (Congrats to vcfo Austin, you won)

What showed up varied each time I asked with a slightly different query (AI results aren't consistent like Google). But patterns emerged in what seemed to influence recommendations:

- Firms with clear website positioning about who they serve
- Those with substantial Google reviews
- People mentioned in industry publications
- Content that directly answered the type of question I asked

The firms with vague "we serve everyone" messaging? Didn't appear.

Here's my hypothesis for professional services:

Your next client might never Google you. They might ask AI. And AI appears to synthesize everything it finds about you into a recommendation. Or not.

This isn't proven science yet. But it's worth investigating.

Three things worth trying this week:

1. Ask ChatGPT who the best [your profession] in [your city] are for [your ideal client type]. Run it 3-4 times. See patterns in who shows up and what signals seem to matter.

2. Look at your Google reviews. Not just the star rating. The actual words clients use. AI reads those.

3. Check if your website clearly states who you serve and what problems you solve. Specificity seems to beat vagueness.

The shopping feature is for products. The behavior shift affects all of us.

What patterns did you notice when you ran the search for your profession?

Last month I had the same conversation with four different owners. All professional services - consulting, marketing, accounting. All asking the same question: "Should I sell before AI disrupts my business?"

Not one of them is failing. They're all profitable. But they see what's coming.

I asked each of them the same questions: 

-Are you willing to learn this yourself - not delegate it? 
-Can you force organizational change even when your team resists? 
-Will you commit 2-3 years to rebuilding how work gets done?

One went quiet. Then honest: "I'm 5 years from retirement. I don't want to spend them becoming a technologist."

That's not weakness. That's clarity.

Here's what's interesting: these are all knowledge work businesses. The consulting firm owner is more worried than the metal fabrication company I invested in. 

Professional services feels the threat more acutely because their product IS knowledge work - exactly what AI does well.

Here's what I'm seeing: Owners who built great businesses over 20 years are struggling because they can't make themselves learn new systems. 

PE-backed competitors are acquiring AI capability through rollups. Multiples that look reasonable today won't in 18 months.

So I've started having a different conversation. Three paths:

BUILD: Learn deeply, force change, create proprietary AI workflows that competitors can't copy. 2-3 year commitment minimum.

PARTNER: Bring in PE or an operator who already has AI capability. Trade some equity for transformation capacity.

EXIT: Sell while you can get 5-8x EBITDA instead of waiting until AI-enabled competitors compress your margins to 2-3x.

No wrong answer. The only wrong choice is "wait and see."

This isn't pessimism. It's strategic honesty.

Do you have an AI strategy yet ?

For the last year, I've been watching a founder I coach hold onto a toxic performer. 

He wasn't great to work with and grumbled about how he could run the business better. 

So fire him? Problem was he was bringing in $1m in revenue.

But he cost the company too. They lost 2 good employees because of Mr. Toxic.

The founder didn't want to pull the trigger and risk the revenue.

So he waited. And waited. His behavior would improve for a few months, then get worse again.

Until he started actively undermining the owner with other employees.

That finally made it unbearable.

He got fired and guess what happened?

They didn't lose any revenue. In fact, they just kept growing.

The real cost of KEEPING him? Two good people gone. $50k in recruiting and rehiring costs. And 3-4 years of stunted growth because nobody wanted to work on his team.

the founder thought he was making a business decision by keeping the million-dollar producer.

He was actually making an emotional decision driven by fear.

What I learned: Track your performance conversations.

If you're using AI to transcribe meetings, run those transcripts through an LLM to track relationship health and accountability patterns.

It will highlight the problems earlier—before you lose good people, before someone poisons the culture, before you waste years tolerating what you know needs to change.

My founder waited 3 years and racked up $50k plus in costs.

AI would have shown me the pattern in month 3.

What high performer are you tolerating because you're afraid of the revenue loss?

li_at

JSESSIONID

Talked with an owner last week who runs a $10M compliance consulting firm for large construction projects.

$3M EBITDA. Niche expertise. Regulatory moat.

But AI is coming for the core deliverable. The environmental studies his team spends weeks researching and writing? AI can now draft those in hours. Not perfectly—but good enough to commoditize the work.

His question: When do I sell?

He's the sixth owner in two months who's asked me some version of this.

The trap: Actual disruption might be 3-5 years out. But buyers see the writing on the wall earlier. By the time your industry is visibly changing, your multiple has already dropped.

You're not racing disruption. You're racing the perception of disruption.

His business trades at 5-6x EBITDA today. If buyers start pricing in AI risk, that becomes 3-4x. That's a $6M swing on the same business.

My advice to most owners: Go BE the AI change. Use AI to produce studies faster and cheaper. Become the consolidator, not the consolidated.

But that's not everyone's game. Some owners are 5 years from retirement. Some don't want to bet a 20-year business on a tech transition.

Both paths are valid. What's not valid is deciding without understanding what AI can actually do today.

I've watched owners dismiss AI while competitors train it on exactly their workflows.

I've also watched owners panic-sell businesses with 10+ years of runway.

The only way to know which camp you're in? Get your hands dirty. Not reading headlines. Actually testing AI against your deliverables.

Then you can decide instead of guess.

Are you building toward disruption or planning your exit?

How to win as a business onwer:

Just focus on the most important thing.

I know owners who spend 10 hours getting the best pricing on a service or product that makes up 5% of their cost.

You know what they’re not doing during that 10 hours? 

Selling a service or product that’s worth 100x that cost savings to them.

I see owners who read a book or hear a podcast about some new marketing technique then try to pivot their whole company to it.

What aren’t they doing? Doubling down on a tactic that is already bringing in leads.

Stop what you are doing and think about this one question: what single thing will guarantee that I won’t reach my goal? 

Then go solve that thing. Rinse and repeat and ignore everything else.

24,000 hours.

That's how much client interaction one consulting company records per year.

Most would say: "That's expensive storage."

They're thinking: "This is our competitive moat."

Here's what they discovered:

AI analyzed those recordings and found something competitors can never replicate:

Their methods deliver outcomes 1.5 standard deviations better than industry average.

Not "we think we're better."

Data-proven superiority from analyzing thousands of real sessions.

Now they can:

- Prove results to justify premium pricing
- Train new staff 3x faster using what actually works
- Continuously improve by spotting patterns in top performer sessions
- Show clients exactly why their approach works

*his is happening across industries:

A coaching business recording sales calls:

- AI identified: Top closer uses these 3 questions, bottom performers don't
- Automated quality coaching for entire sales team
- Conversion rate: 30% → 40% in 90 days

The dark data problem:

Right now, every meeting in your company contains:

- What actually works (buried in someone's memory and an unprocessed transcript)
- What clients really care about (mentioned once, forgotten)
- Patterns that predict success/failure (invisible without AI)
- Your team's best moves (can't scale what you can't see)

It evaporates the moment the meeting ends.

What AI can do with recordings:

1. Pattern recognition: What do top performers do that others don't?
2. Outcome correlation: Which approaches actually drive results?
3. Training acceleration: New hires learn from 100s of real scenarios
4. Competitive proof: Data-backed claims vs. competitor marketing fluff
5. Continuous improvement: Spot quality drift before it costs you clients

The 10x value play:

Companies recording systematically are building:

- Proprietary methodology (competitors can't copy)
- Pricing power (proven better outcomes)
- Faster onboarding (new hires effective in weeks vs. months)
- Quality consistency (AI catches drift)
- Category leadership (your data becomes industry benchmark)

First-movers are building 2-3 year leads.

The objections I hear:

"Storage is expensive" → Storage is $50/month. Lost knowledge costs $50K+
"No one will review it" → AI reviews it. Humans get the insights.
"Compliance nightmare" → SOC 2 + consent frameworks exist. Not harder than current QA.
"Clients won't consent" → Position as "quality improvement" + show benefit. 95%+ consent.

Most SMB owners think:
"We're too small for this."

Reality:
You're the perfect size. Big enough to have volume. Small enough to move fast.

The companies doing this wrong:

Recording but not analyzing. Terabytes of dark data, zero insights.

The companies doing this right:

Every recording becomes training data. AI finds patterns. Insights improve delivery. Better results justify premium pricing. Category domination.

Do you really want to share good content during Thanksgiving week?

I've got some gems saved up but kind of feel like everyone's still talking to their family at this point.

Maybe by Friday they are back on linkedin trying to do anything but talk with their family?

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