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For Private Equity Roll-Ups & Portfolio Companies

Three Acquisitions or Thirty — Every Portfolio Company Needs One Sales Playbook

Roll-up strategy gets built on the deal. Revenue synergy gets built on the sales floor — and that's the part most integrations skip.

I work with PE deal teams and portfolio company leadership as an advisor — or, when the situation calls for it, in a fractional CRO seat: architecting and implementing the sales process, systems, and training directly, then handing off to a permanent leader once it's running. For lower mid-market roll-ups — two or three portfolio companies — I run the engagement myself. At larger scale, I bring in Ziglar Inc. for training bench strength and Kraig Kann / Kann Advisory Group for executive leadership coaching.

You've acquired two, three, ten companies — each running sales its own way. One location's onboarding takes two weeks, another's takes two months. One manager coaches to a process, another coaches to gut instinct. Multiply that gap across every acquisition and it shows up everywhere: forecast accuracy, ramp time, win rates, turnover.

It's not a talent problem. Reps aren't the issue. Nobody's ever standardized what "good" looks like across the newly combined company — so every location is solving the same problems a different way, and buyers doing diligence can see it before you can explain it.

Get Your Free Sales Readiness Score

  • 16 questions, 2 minutes
  • Instant score + free gap-closing guide
  • Benchmarked against 10 biggest risks facing PE roll-ups

 

How it Works

Where You Are is Where We Start

Before we build, we assess. I look at your Strategy (positioning ICP, and comp), your Process (CRM and Quoting Software, Playbook, and Onboarding), and your People’s Skills. Wherever the gap sits — one team or across the whole roll-up — we build the bridge. If the gap is in skills, we use Sales Harmony to teach your reps to stop pitching and start performing—helping them find an authentic voice that consistently connects with the right buyers.

Your journey starts with the three simple steps below

Book Your Free Assessment Call

Click below to book your free Simple Sales Coach Assessment call.

Find Your Gaps

Together we'll pinpoint whether your Strategy, Process, or Skills need the most work.

Build Your Harmony

I'll help you put a Sales Harmony plan in place — practice, performance, results.

How I Help

Find Your Integration Gaps

pinpoint where acquired sales orgs conflict on comp, CRM, process.

Standardize the Playbook

one system across every entity rolled up

Fractional Sales Leadership

I run point during integration until it's self-sustaining

Chris Wallace

Ziglar Legacy Certified Trainer & Coach

Chris Wallace has spent over two decades in sales leadership, personally helping generate more than $60 million in revenue by building relationships and closing deals across every company he's led and served. He's a Ziglar Legacy Certified Trainer and Coach, including Choose to Win and Sales Success. Through Sales Harmony, and in partnership with Ziglar Inc. and Kann Advisory Group, he brings the same proven strategy-process-skill framework to sales organizations at enterprise scale — standardizing what "good" looks like across every team, region, and business unit, with the certified people to deliver it consistently everywhere at once.

Chris Wallace