INDUSTRY · PROFESSIONAL SERVICES

Finance for agencies and prof services.

Fractional CFO and exit-prep for $2M–$50M professional-services firms — marketing agencies, management consulting, engineering, legal, architecture, accounting. People-led businesses where utilization, mix and partner economics determine whether the firm prints money or burns it.

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01 / What matters here

The work that actually moves the P&L.

Sector-specific. Every professional services engagement is built around these levers, not a generic CFO playbook.

Utilization & realization

The two metrics that explain professional-services margin. Measured weekly, acted on monthly.

Project & client P&L

Margin by client, by project, by partner. Surfaced where staffing decisions get made.

Partner & senior-staff economics

Comp models, ownership structures, the math behind the partnership.

Pricing & rate-card discipline

When to raise rates, when to discount, when to walk away.

Growth vs cash discipline

The professional-services trap: growing fast and running out of cash.

Sale to a strategic or holdco

When the firm reaches the size where exit options open up. The financial story strategic acquirers buy.

02 / Capabilities engaged

What we braid into Professional Services engagements.

All practices

Fractional CFO

Embedded finance leadership, monthly.

Interim CFO

Stabilize the seat. 90 days, no drift.

M&A Advisory

Sell-side, buy-side, the messy in-between.

Data & Analytics

Numbers your team will actually look at.

Litigation Support

Damages models that survive arbitration.

03 / The bench for Professional Services

Partners with operating experience in this sector.

We don't sell what we haven't run. Every engagement led by a partner who has been inside the function.

Practice lead SA

Sid Ahuja

Senior Partner

Capital markets and M&A background. Multi-unit specialist — hotel groups, dental and medical DSOs, real-estate operating cos, professional services firms, construction platforms. Leads sell-side processes and roll-up sequencing where unit economics are the deal. RevPAR, same-store and unit-economics rebuilds.

Senior partner MS

Marcin Samiec

Senior Partner, Tech & AI

Tech executive with 15+ years in transformation and IT strategy, now operating as a fractional CIO. Leads systems modernization, ERP and platform implementations, project rescue and turnaround, and the privacy-and-security build (GDPR, ISO 27001) inside operating businesses. Brings the AI and agentic-operations practice to where the operating stack actually runs — oil & gas, construction, real estate and professional services.

04 / Field notes from this sector

Insights from Professional Services.

All insights

Professional Services 10 min

Agency utilization and realization: the two metrics that explain margin.

MAY 2026

Professional Services 13 min

Agency utilization and margin benchmarks — 2026: the listed peer signal.

MAY 2026

05 / Common questions

FAQ.

What size professional-services firms does Putra & Co serve?

$2–$50M in fee revenue typically. Above that, firms usually have in-house finance leadership.

Who leads the professional-services practice?

Leandro D'Elia, with sector-specific support from the other partners depending on the firm's vertical.

Can Putra & Co help with a partner comp redesign?

Yes — comp model and equity structure work is common in this practice.

What about agencies specifically?

Marketing agencies are well within the practice. Utilization, scope creep, client concentration — the agency-specific issues.

Can Putra & Co help with an agency sale?

Yes — sell-side advisory for agencies and prof-services firms, often to holdcos or strategic acquirers.

Start a conversation

Talk to the partner who runs Professional Services.

Book a working session partners@putraco.com