MSP Confidential: Risk Management—with Wayne Selk

MSP Confidential: Preparing for Change—with Matthew Bookspan

MSP Confidential: Business Transformation—with Joe Markert

MSP Confidential: All Roads Lead to Community—with David Weeks

MSP Confidential: CompTIA and the Technology Community—with MJ Shoer

MSP Confidential: Community and the MSPGeek Story—with Kyle Spooner

MSP Confidential: Service Desk and Middle Management—with Trevor Turner

MSP Confidential: The Many Hats of a COO — with Victoria Petriw

MSP Confidential: Growth and Building a Sales Org — with Kevin Damghani

MSP Confidential: An MSP Smörgåsbord — with Martin DesRosiers

MSP Confidential: Dawn Sizer, CEO of 3rd Element Consulting

My interview with Dawn Sizer, CEO of 3rd Element Consulting, covers a broad range of topics relevant to the MSP (Managed Service Provider) industry, with a particular focus on the ...intersection of MSP operations and law enforcement verticals, as well as broader business considerations. Here's a summary of the key points discussed:

Background and Expertise: Dawn Sizer has been involved in the MSP industry for over 20 years, with a focus on serving law enforcement agencies, among other sectors. Her experience spans the technical and business aspects of MSP operations.

Pragmatism and Execution: The conversation delves into the importance of pragmatism and execution in driving business success. Sizer reflects on the need for businesses, especially MSPs, to be adaptable and ready to make and implement decisions swiftly to improve and grow.

Adoption of New Technologies: A significant part of the discussion is dedicated to the adoption of AI and other emerging technologies. Sizer talks about the proactive approach her company has taken towards integrating AI tools like co-pilot into their operations and advising clients on these technologies to retain and attract talent.

Hiring Challenges and Practices: The interview covers Sizer's approach to hiring and talent management, particularly emphasizing the importance of aligning business needs with employee growth and aspirations. This includes strategies for developing employees from entry-level positions to management roles and the parallels drawn between this process and law enforcement career development.

Client Relationships and Business Growth: Sizer highlights the importance of MSPs acting as advocates for their clients in adopting disruptive technologies. She also discusses the balance between being a service provider and playing a crucial role in the client's business strategy and growth.

Neurodiversity and Inclusion: An interesting segment of the interview is dedicated to Sizer's personal and professional involvement in promoting neurodiversity within the workplace, inspired by her experiences raising a son with autism. She shares insights into how accommodating neurodiversity can positively impact business culture and operations.

Communication and Process Improvement: Throughout the interview, Sizer stresses the importance of effective communication, both within the team and with clients. She discusses the implementation of various processes, including the Entrepreneurial Operating System (EOS), to streamline operations and enhance team performance.

Challenges and Solutions in MSP Operations: The discussion touches on various challenges faced by MSPs, including client retention, dealing with difficult clients, and the importance of setting and maintaining high standards for security and compliance.

Community Involvement and Industry Growth: Lastly, Sizer talks about her involvement in the MSP community, the importance of peer support, and continuous learning to navigate the complexities of the MSP industry.

The interview with Dawn provides valuable insights into managing and growing an MSP business, with practical advice on technology adoption, human resource management, client relationships, and industry engagement.

ScalePad provides MSPs of every size with the knowledge, technology, and community they need to deliver increased client value while navigating the continuously changing terrain of the IT landscape. With a suite of integrated products that automate and standardize MSP’s operations, analyze and uncover new opportunities, and expand value to clients, ScalePad is equipping the MSP adventure.
ScalePad has received awards such as MSP Today’s Product of the Year, G2’s 2024 Fastest Growing Product, and 2024 Best IT Management Product. In 2023, it was named a Best Workplace in Canada by Great Place to Work™. ScalePad is a privately held company serving over 12,000 MSPs across the globe.

Book a demo:
https://www.scalepad.com/book-a-demo/

Linkedin:
https://www.linkedin.com/company/scalepad
https://www.linkedin.com/showcase/lifecycle-insights-msp
https://www.linkedin.com/showcase/cognition360
https://www.linkedin.com/showcase/lifecycle-manager
https://www.linkedin.com/showcase/controlmapio
https://www.linkedin.com/showcase/backupradar

X:
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Facebook:
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MSP Confidential: Cyber Insurance is Broken — with Cork CEO Carlson Choi

This interview with Carlson Choi, CEO of Cork, covers several critical points regarding the challenges and solutions in cyber insurance for MSPs. Here's a summary of the key topics discussed:

Cyber ...Insurance Problems: Carlson outlines three main issues with the current cyber insurance model for MSPs:
1) Static Underwriting in a Dynamic Environment: The process relies on long survey forms that capture a moment in time, inadequate for the constantly changing digital landscape.
2) Lack of Proactive Measures: Once a policy is written, there's little done to improve security hygiene or help MSPs protect their clients until the next policy renewal.
3) Exclusion of MSPs from Economic Equations: MSPs are often left out financially and operationally from the cyber insurance process, despite being crucial in managing and securing client environments.

Cork's Approach: Cork addresses these issues by integrating with MSPs' existing security stacks to provide dynamic, ongoing risk assessment and management. This model allows for real-time adjustments to policies and practices, reflecting the actual security posture of MSP clients.

Cyber Warranty vs. Cyber Insurance: Cork offers a "cyber warranty" rather than traditional cyber insurance. This model focuses on covering specific, performance-related aspects of cybersecurity measures without requiring MSPs to become licensed insurance brokers. It complements rather than replaces traditional cyber insurance, potentially leading to lower overall costs and better coverage for MSP clients.

Claim and Settlement Process: Cork's model aims for simplicity and speed in the claims process, providing immediate funds to address immediate needs and ensuring claims are settled quickly. This contrasts with the often lengthy and complex claims process in traditional cyber insurance.

Partnership with Authorities and Hacker Community: Cork collaborates with authorities and the ethical hacker community to stay ahead of cybersecurity threats. This proactive approach involves sharing knowledge and strategies to prevent attacks and manage risks more effectively.

Future of Cyber Insurance: The interview touches on the need for the cyber insurance industry to evolve. This includes better risk assessment methods, potentially through technology and real-time data analysis, and a move towards more standardized policies that reflect the dynamic nature of cyber risks.

Carlson emphasizes the importance of proactive, technology-driven solutions in managing cyber risks and the role of MSPs in implementing these solutions to protect their clients effectively. Cork's model represents a shift towards a more adaptive, MSP-friendly approach to cyber risk management and financial coverage.

ScalePad provides MSPs of every size with the knowledge, technology, and community they need to deliver increased client value while navigating the continuously changing terrain of the IT landscape. With a suite of integrated products that automate and standardize MSP’s operations, analyze and uncover new opportunities, and expand value to clients, ScalePad is equipping the MSP adventure.
ScalePad has received awards such as MSP Today’s Product of the Year, G2’s 2024 Fastest Growing Product, and 2024 Best IT Management Product. In 2023, it was named a Best Workplace in Canada by Great Place to Work™. ScalePad is a privately held company serving over 12,000 MSPs across the globe.

Book a demo:
https://www.scalepad.com/book-a-demo/

Linkedin:
https://www.linkedin.com/company/scalepad
https://www.linkedin.com/showcase/lifecycle-insights-msp
https://www.linkedin.com/showcase/cognition360
https://www.linkedin.com/showcase/lifecycle-manager
https://www.linkedin.com/showcase/controlmapio
https://www.linkedin.com/showcase/backupradar

X:
https://twitter.com/GoScalePad

Facebook:
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MSP Confidential: The MSP Opportunity — with Rob Rae

In the latest episode, I had the honor of discussing with Rob Rae, a seasoned figure in the MSP space, where we delved into the significant opportunities within the Managed ...Service Provider (MSP) ecosystem. We kicked off the conversation by paying homage to Mike Cullen of N-able, whose recent passing marked a profound loss for our community. Reflecting on Mike's monumental contribution to our industry, Rob shared personal anecdotes that highlighted Mike's deep expertise and the indelible mark he left on those fortunate enough to cross his path.

Our discussion naturally evolved to explore the expansive realm of opportunities for MSPs. We touched upon the essence of community in our sector, how it's morphing, and growing, and what it means for MSPs at the frontline of technological innovation and SMB support. We navigated through the complexities and prospects presented by cybersecurity, shedding light on the pivotal role MSPs play in safeguarding against escalating threats and adapting to stringent regulations.

A significant takeaway from our chat was the transition of the MSP model from being reactive to proactive. This shift underscores the necessity for MSPs to forge consultative relationships with their clients, staying ahead of trends like AI and compliance, thereby reinforcing their positions as indispensable strategic advisors.

The conversation also underscored the importance of embracing continuous learning and adaptability in our rapidly changing IT and MSP landscape. It was enlightening to share and exchange insights on the lasting influence of industry stalwarts like Mike Cullen and the dynamic strategies MSPs can employ to flourish amidst technological evolution.

In sum, this episode offered a deep dive into the legacy of influential figures like Mike Cullen, the vibrant opportunities in the MSP sector, and strategic directions for MSPs to thrive in an ever-changing tech environment, all from my perspective as the interviewer and a participant in these crucial industry dialogues.

ScalePad provides MSPs of every size with the knowledge, technology, and community they need to deliver increased client value while navigating the continuously changing terrain of the IT landscape. With a suite of integrated products that automate and standardize MSP’s operations, analyze and uncover new opportunities, and expand value to clients, ScalePad is equipping the MSP adventure.
ScalePad has received awards such as MSP Today’s Product of the Year, G2’s 2024 Fastest Growing Product, and 2024 Best IT Management Product. In 2023, it was named a Best Workplace in Canada by Great Place to Work™. ScalePad is a privately held company serving over 12,000 MSPs across the globe.

Book a demo:
https://www.scalepad.com/book-a-demo/

Linkedin:
https://www.linkedin.com/company/scalepad
https://www.linkedin.com/showcase/lifecycle-insights-msp
https://www.linkedin.com/showcase/cognition360
https://www.linkedin.com/showcase/lifecycle-manager
https://www.linkedin.com/showcase/controlmapio
https://www.linkedin.com/showcase/backupradar

X:
https://twitter.com/GoScalePad

Facebook:
https://www.facebook.com/scalepad[+] Show More

MSP Confidential: Michael Goldstein from LAN Infotech, LLC

Kicking off the first MSP Confidential of 2024, I had the pleasure of welcoming Michael Goldstein from LAN Infotech to the show. As an executive passionate about the MSP community, ...growth, and partner relationships, my conversation with Michael offered a treasure trove of insights that are essential for any MSP looking to navigate the ever-evolving tech landscape.

Michael shared his journey of leveraging social media, particularly LinkedIn, to grow his business, emphasizing the significance of engaging content and the power of personal connections in the digital age. With over 31,000 followers, his approach to digital marketing and community engagement through social media platforms provides valuable lessons on building a strong online presence.

A substantial part of our discussion revolved around the pivotal role of AI and cybersecurity in today's MSP offerings. Michael's perspective on AI as not just a buzzword but a transformative tool for solving unique challenges underscores the importance of staying ahead in the tech game. His insights into the practical applications of AI, from enhancing operational efficiencies to driving business growth, are a call to action for MSPs to embrace and integrate AI technologies thoughtfully and strategically.

Michael's experience underscores the critical importance of cybersecurity, highlighting it as an ongoing concern that requires constant attention and adaptation. His approach to educating clients on the potential risks and the necessity of robust security measures reflects a proactive stance in safeguarding digital assets in an increasingly vulnerable cyber environment.

As someone deeply embedded in the MSP community, my conversation with Michael reaffirms the value of sharing knowledge, embracing new technologies, and fostering community ties. For MSPs looking to elevate their game in 2024, tuning into this episode is not just recommended; it's essential. Michael's journey, expertise, and insights offer a roadmap for growth, innovation, and success in the MSP space.

ScalePad provides MSPs of every size with the knowledge, technology, and community they need to deliver increased client value while navigating the continuously changing terrain of the IT landscape. With a suite of integrated products that automate and standardize MSP’s operations, analyze and uncover new opportunities, and expand value to clients, ScalePad is equipping the MSP adventure.
ScalePad has received awards such as MSP Today’s Product of the Year, G2’s 2024 Fastest Growing Product, and 2024 Best IT Management Product. In 2023, it was named a Best Workplace in Canada by Great Place to Work™. ScalePad is a privately held company serving over 12,000 MSPs across the globe.

Book a demo:
https://www.scalepad.com/book-a-demo/

Linkedin:
https://www.linkedin.com/company/scalepad
https://www.linkedin.com/showcase/lifecycle-insights-msp
https://www.linkedin.com/showcase/cognition360
https://www.linkedin.com/showcase/lifecycle-manager
https://www.linkedin.com/showcase/controlmapio
https://www.linkedin.com/showcase/backupradar

X:
https://twitter.com/GoScalePad

Facebook:
https://www.facebook.com/scalepad[+] Show More

MSP Confidential: M&A and Corporate Development - with Joel Abramson

In this captivating episode of MSP Confidential, we dive deep into the world of mergers and acquisitions (M&A) and corporate development within the MSP landscape, featuring an insightful discussion with ...Joel Abramson, a partner at Top Down and a seasoned veteran in the MSP industry. Joel shares his extensive experience in M&A, highlighting his journey from leading an MSP to spearheading corporate development initiatives. His insights are not just about the mechanics of deal-making but also about the passion for creating synergies that enhance value for all parties involved.

Joel's expertise shines as he discusses the nuances of navigating end-of-year strategies, the significance of cultural fit in mergers, and the critical role of integrity in business dealings. He emphasizes the importance of being proactive, strategic, and, above all, passionate about the work. His anecdotes and experiences provide a rare glimpse into the strategic thought processes behind successful mergers and acquisitions in the MSP space.

Joel touches on the future of MSPs, underscoring the potential for innovation and growth in this evolving industry. He also introduces Top Down's venture into products like Produce8, aiming to revolutionize productivity within MSPs and their client bases, and Magic Scoop, a venture outside the traditional MSP space that still aligns with the ethos of enhancing operational health and efficiency.

This episode is a must-watch for anyone in the MSP industry looking to gain insights into M&A, corporate development, and the strategic growth opportunities lying ahead. Joel's expertise, coupled with his genuine passion for the industry, makes this conversation an invaluable resource for MSP executives, owners, and anyone interested in the behind-the-scenes of MSP growth strategies.

ScalePad provides MSPs of every size with the knowledge, technology, and community they need to deliver increased client value while navigating the continuously changing terrain of the IT landscape. With a suite of integrated products that automate and standardize MSP’s operations, analyze and uncover new opportunities, and expand value to clients, ScalePad is equipping the MSP adventure.
ScalePad has received awards such as MSP Today’s Product of the Year, G2’s 2024 Fastest Growing Product, and 2024 Best IT Management Product. In 2023, it was named a Best Workplace in Canada by Great Place to Work™. ScalePad is a privately held company serving over 12,000 MSPs across the globe.

Book a demo:
https://www.scalepad.com/book-a-demo/

Linkedin:
https://www.linkedin.com/company/scalepad
https://www.linkedin.com/showcase/lifecycle-insights-msp
https://www.linkedin.com/showcase/cognition360
https://www.linkedin.com/showcase/lifecycle-manager
https://www.linkedin.com/showcase/controlmapio
https://www.linkedin.com/showcase/backupradar

X:
https://twitter.com/GoScalePad

Facebook:
https://www.facebook.com/scalepad[+] Show More

MSP Confidential: 8 M&A Things Nobody Tells You - with Ryan Sigouin

In the latest episode of MSP Confidential, I sat down with Ryan Sigouin, our COO at ScalePad, who brings over two decades of MSP experience and a wealth of knowledge ...from his tenure in the industry, including leading a dozen-plus acquisitions and growing a team to over 250 across seven locations. This episode dives deep into the nuances of mergers and acquisitions (M&A) within the MSP landscape, a topic that resonates with many in our community.

Ryan shared insights from his journey, starting as a curious techie to becoming a key player in the M&A space. Our conversation covered the evolution of MSPs, from hardware sales and block time agreements to managed services models, emphasizing the strategic shifts required to grow and eventually sell an MSP business.

We dissected the less-discussed aspects of M&A, focusing on the perspective of the MSP being acquired. It's a terrain filled with jargon and complexities that can seem daunting. Ryan broke down these barriers, sharing invaluable tips on educating yourself about M&A, understanding deal structures, and the importance of not overlooking the mutual benefits during acquisitions.

One of the highlights of our chat was the emphasis on integration plans post-acquisition. Ryan's perspective as both an acquirer and acquiree shed light on the critical need for a seamless transition to ensure the continued success of both parties involved. Moreover, we discussed the significance of exit strategies and understanding your role in the new organizational structure, two aspects that can significantly impact personal and professional satisfaction post-deal.

The conversation also touched on the value of a great accountant, a seemingly mundane but crucial aspect of preparing for an M&A. Proper financial planning and understanding the tax implications can dramatically influence the outcome of a deal.

Our discussion concluded with a powerful reminder: the importance of being ready to walk away from a deal. This point resonated deeply, highlighting that understanding your business's value and being confident in its potential can lead to better opportunities.

This episode is a must-watch for anyone in the MSP space considering M&A as a growth or exit strategy. Ryan's firsthand experiences and the insights shared are invaluable, offering a rare look behind the curtain of MSP M&A activities. Whether you're an MSP owner pondering your next move or someone interested in the business dynamics of MSPs, this conversation is packed with wisdom and advice that can help guide your decisions in the complex world of mergers and acquisitions.

00:00 Introduction
05:32 1) Educate Yourself
15:26 2) Deal Structure is Your Best Bargaining Chip
17:52 3) Understand the Value of Synergies
22:51 4) Make Sure There is an Actual Integration Plan
25:51 5) Understand Your Exit Options
32:26 6) Get Clarity on Your New Role if You Are Continuing
34:23 7) Get a GREAT Accountant
41:39 8) Don't be Afraid to Walk Away

ScalePad provides MSPs of every size with the knowledge, technology, and community they need to deliver increased client value while navigating the continuously changing terrain of the IT landscape. With a suite of integrated products that automate and standardize MSP’s operations, analyze and uncover new opportunities, and expand value to clients, ScalePad is equipping the MSP adventure.
ScalePad has received awards such as MSP Today’s Product of the Year, G2’s 2024 Fastest Growing Product, and 2024 Best IT Management Product. In 2023, it was named a Best Workplace in Canada by Great Place to Work™. ScalePad is a privately held company serving over 12,000 MSPs across the globe.

Book a demo:
https://www.scalepad.com/book-a-demo/

Linkedin:
https://www.linkedin.com/company/scalepad
https://www.linkedin.com/showcase/lifecycle-insights-msp
https://www.linkedin.com/showcase/cognition360
https://www.linkedin.com/showcase/lifecycle-manager
https://www.linkedin.com/showcase/controlmapio
https://www.linkedin.com/showcase/backupradar

X:
https://twitter.com/GoScalePad

Facebook:
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MSP Confidential: VoIP, Community, and all the Things! with Ray Orsini

Just had a fantastic chat with Ray Orsini, CEO of OITVOIP, diving deep into the world of VoIP, the critical importance of community within the MSP ecosystem, and much more. ...Ray shared his journey from being an MSP owner to transitioning into a vendor, emphasizing how his passion for community and technical innovation drove this shift. We geeked out over camera setups, the transformative role of teleprompters for engaging communication, and the significant impact of community support on MSP success.

Ray recounted his early exposure to technology through Big Brothers Big Sisters, which instilled in him a lifelong desire to give back to the community. This ethos has guided his career, leading to his prominent role in the MSP community and his decision to rebrand himself as a "Community Champion" on LinkedIn. He stressed the symbiotic relationship between MSPs and their communities, highlighting how invaluable community support was in his own MSP journey and how it continues to influence his work at OITVOIP.

We also touched on the evolution of VoIP technology and its increasing significance for MSPs in the wake of the pandemic. Ray pointed out the paradigm shift in the perception and implementation of VoIP solutions, underlining the opportunities it presents for MSPs to enhance their service offerings. He passionately argued for a closer, more cooperative relationship between vendors and MSPs, advocating for open dialogue and mutual support to tackle industry challenges, enhance security postures, and foster innovation.

Ray shared insights into the development and benefits of OITVOIP's mobile VoIP solution, emphasizing its potential to streamline operations and offer a competitive edge to MSPs. Our conversation also veered into the strategies for fostering a productive and motivated team, with Ray outlining OITVOIP's approach to career development, the emphasis on core values like accountability and urgency, and the importance of aligning individual growth with organizational goals.

This episode is packed with valuable insights for anyone in the MSP space, from technical discussions on VoIP advancements to deeper reflections on the power of community and the dynamics of vendor-MSP relationships. Whether you're an MSP veteran or new to the scene, there's something here to spark ideas and encourage a more connected, efficient, and forward-thinking approach to your business and the broader MSP community.

ScalePad provides MSPs of every size with the knowledge, technology, and community they need to deliver increased client value while navigating the continuously changing terrain of the IT landscape. With a suite of integrated products that automate and standardize MSP’s operations, analyze and uncover new opportunities, and expand value to clients, ScalePad is equipping the MSP adventure.
ScalePad has received awards such as MSP Today’s Product of the Year, G2’s 2024 Fastest Growing Product, and 2024 Best IT Management Product. In 2023, it was named a Best Workplace in Canada by Great Place to Work™. ScalePad is a privately held company serving over 12,000 MSPs across the globe.

Book a demo:
https://www.scalepad.com/book-a-demo/

Linkedin:
https://www.linkedin.com/company/scalepad
https://www.linkedin.com/showcase/lifecycle-insights-msp
https://www.linkedin.com/showcase/cognition360
https://www.linkedin.com/showcase/lifecycle-manager
https://www.linkedin.com/showcase/controlmapio
https://www.linkedin.com/showcase/backupradar

X:
https://twitter.com/GoScalePad

Facebook:
https://www.facebook.com/scalepad[+] Show More

MSP Confidential: Securing Microsoft 365 with CIS Controls — with Nick Ross

MSP Confidential: The Evolving Importance of SAT - with Art Gross

MSP Confidential: Empath MSP Joins the Stream!

MSP Confidential with Brad Gross

MSP Confidential with ScalePad Founder Chris Day

MSP Confidential with Matt Lee

MSP Confidential with Kelvin Tegelaar

MSP Confidential with Ann Westerheim