What a buyer would pay for your MSP, and how to move that number.
A Private Room for Managed Service Provider (MSP) owners, and a regular call with me. We work through it on the calls: Sales & Marketing, Artificial Intelligence (AI) and Financial Readiness.
Ten years pricing businesses from the buyer's side.
Public tools you can use today. On the calls I show how to use them in your MSP.
Use the pricing guide to compare how you charge and what your packages include. On the calls we walk through offers, sales process and pricing decisions against the business you want to build.
Start with the policy worksheet and vendor scorecard. You choose a use case, set the rules and test a tool. On the calls we look at how that work can become a useful service for your clients.
The quiz gives you a starting range. On the calls we work through what your books, recurring revenue, client concentration and owner dependence do to that range.
Have your figures ready? Explore the detailed MSP value model.
Each call takes one topic that moves what a buyer would pay, from the sales pipeline to the profit and loss (P&L).
On the calls we walk through building a pipeline that does not depend on referrals: positioning, outbound and the offers that bring in new clients.
How MSPs charge, what goes in each package and where margin leaks. We walk through it with the pricing guide as the starting point.
AI inside the MSP and sold to clients. On the calls we walk through the policy, the vendor checks and the services owners build on it.
What a buyer would pay for an MSP like yours, and why. We walk through the multiples, the ranges and what moves them.
Add-backs, recurring share, client concentration and owner dependence. On the calls we walk through how a buyer's team re-cuts the numbers before an offer.
Your website, your search presence and how AI assistants describe you, seen through a buyer's diligence eyes. We walk through what they check and why it matters.
What a buyer's diligence asks for, and how to sequence the work from today's number to the one you want. We walk through it step by step.
Bring your question or example to the call. Members' own numbers come up where they choose to share them.
For ten years my job was pricing businesses from the buyer's side: investment banking, a family office and private equity. That meant $7bn+ of mergers and acquisitions (M&A) and financing transactions, a $300m+ exit of a private-equity-backed business where I sat on the board, and 400+ businesses evaluated as an investor and acquirer.
Then the operating side: I raised $4m+, acquired a consumer brand and grew it 8x in three years, and founded NUOPTIMA, a growth agency with MSPs as its focus.
Today I am fractional Chief Revenue Officer (CRO) at Cortavo, a national MSP in the United States, and I host Play It Smart, where MSP owners talk about how they actually grow. That is the lens the calls use.
Apply below. I review every application and verify MSP ownership before admitting members.
A private room for MSP owners. I review every application and check ownership before admitting anyone. No vendors or coaches.
Sixty minutes. I present, then we take questions from the room. Calls are recorded and shared with members.
We work through selected members’ questions and examples on the calls. The room gives you a place to learn and compare notes.
MSP owners, typically $2M to $10M in annual revenue, who want a clearer view of what their business is worth. You do not need to be planning a sale.
I present one topic, then we take questions from the room and do live reviews of members’ examples. Each call is recorded.
There is no fee. The room and the calls are open to owners whose applications are accepted.
Possibly. It is a room of owners, not an exclusivity service, so owners from the same market may be members.
No. The pricing guide, AI policy worksheet, vendor scorecard and quiz are public resources you can use now. The calls show how to use them in your MSP.
No. I review every application and verify ownership. If accepted, you get the room details and the next call.
Yes. Recordings are shared with members of the room.
Join a Private Room of MSP owners and a regular call with me on Sales & Marketing, AI and Financial Readiness.
Prefer a conversation first? Message me on LinkedIn.