Sign up to save your podcasts
Or
Share #10 – From the Trenches - MSP Exit & EOS Lessons (Jeff Wynn)
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
#10 – From the Trenches - MSP Exit & EOS Lessons (Jeff Wynn)
A candid founder-to-founder conversation on building an MSP you actually want to work for—and how to exit it on your terms. Josh Peterson talks with Jeff (co-founder, New River Computing) about strategy, EOS, ideal clients, and navigating the emotions and mechanics of a sale.
✅ Enjoyed this episode?
Like, subscribe, and share your biggest takeaway below.
https://beringmckinley.com/bering-mckinley-podcast-blog
Jeff — co-founder of New River Computing — joins Josh to unpack the real-world journey from “walking-around money” side gigs to a values-driven MSP and, ultimately, a successful exit. You’ll hear how peer teams, EOS, and financial literacy turned guesswork into deliberate growth, why “build the company you want to work for” matters, and what it actually takes (and feels like) to sell.
👉 From ad-hoc IT to intentional strategy: using peer teams & EOS to professionalize
👉 Financial foundations that attract buyers: clean books, EBITDA focus, and planning 2–5 years out
👉 Ideal Client Profile in practice: saying “no,” tightening scope, and pricing for value
👉 Owner-led sales done right: consultative conversations, fit tests, and when to hire (or not)
👉 Exit lessons learned: S-Corp status pitfalls, transparent communication with staff, and post-sale life
Throughout, Jeff shares people-first leadership moves—benefits, flexibility, and financial-planning education for staff—that built loyalty and durability. They also touch tools and ops (ConnectWise invoicing, Microsoft 365/Intune/Entra ID training priorities, Huntress as a dependable security partner). If you’re an MSP owner aiming to boost profitability, increase enterprise value, and create optionality at exit, this episode is a masterclass in doing it intentionally.
“Visit https://beringmckinley.com for more MSP resources.”
🔗 Resources & Links
• Jeff Wynn New River Computing: https://newrivercomputing.com/
• Bering McKinley MSP Consulting: https://beringmckinley.com
⏱️ Chapters
00:00 – Reconnecting & peer-team history
01:23 – From the trenches: Jeff’s IT roots
03:24 – Early roles: nonprofit & Virginia Tech
04:52 – Strategy vs. “walking-around money”
06:24 – Getting serious: finances, peers, EOS
08:37 – Life goals → business strategy
10:15 – People-first culture: benefits & loyalty
12:22 – Financial literacy for teams (401k, planning)
14:25 – Hard moments & learning the numbers
16:45 – Owner-led sales: evolution & fit testing
18:28 – Why some sales hires failed
20:19 – What makes sales fun (and effective)
22:35 – Mission, vision, values unlock with EOS
24:16 – ADHD as founder superpower (with guardrails)
26:22 – Defining the Ideal Client Profile
28:58 – If starting today: MSSP tilt & methodical finance
33:06 – Planning for exit: timelines & expectations
34:10 – Non-financial deal criteria (people & clients)
36:59 – Getting in market: offers over 4 years
42:05 – Transparency vs. confidentiality with staff
46:58 – The all-hands meeting: how they told the team
52:14 – Life after close & changes to EOS cadence
53:28 – Deal satisfaction & post-sale involvement
56:53 – Rapid-fire: tools, training, and leadership lessons
🔍 Primary Keywords
MSP exit planning, MSP valuation, EBITDA, EOS implementation, peer teams, financial literacy for MSPs, ideal client profile, ConnectWise invoicing
🔍 Secondary Keywords
owner-led sales, co-managed IT, Microsoft 365 Intune Entra ID, cybersecurity stack, Huntress EDR, culture and benefits, QBRs, service profitability
#️⃣ Hashtags
#beringmckinley, #bmkvisionpodcast, #msp, #managedservices, #exitplanning, #mspvaluation, #eos, #connectwise, #peerteams, #mspgrowth, #itservices, #mspowner, #comanagedit, #microsoft365, #entraID, #intune, #cybersecurity, #huntress, #serviceprofitability, #leadership
View all episodes
By Josh PetersonA candid founder-to-founder conversation on building an MSP you actually want to work for—and how to exit it on your terms. Josh Peterson talks with Jeff (co-founder, New River Computing) about strategy, EOS, ideal clients, and navigating the emotions and mechanics of a sale.
✅ Enjoyed this episode?
Like, subscribe, and share your biggest takeaway below.
https://beringmckinley.com/bering-mckinley-podcast-blog
Jeff — co-founder of New River Computing — joins Josh to unpack the real-world journey from “walking-around money” side gigs to a values-driven MSP and, ultimately, a successful exit. You’ll hear how peer teams, EOS, and financial literacy turned guesswork into deliberate growth, why “build the company you want to work for” matters, and what it actually takes (and feels like) to sell.
👉 From ad-hoc IT to intentional strategy: using peer teams & EOS to professionalize
👉 Financial foundations that attract buyers: clean books, EBITDA focus, and planning 2–5 years out
👉 Ideal Client Profile in practice: saying “no,” tightening scope, and pricing for value
👉 Owner-led sales done right: consultative conversations, fit tests, and when to hire (or not)
👉 Exit lessons learned: S-Corp status pitfalls, transparent communication with staff, and post-sale life
Throughout, Jeff shares people-first leadership moves—benefits, flexibility, and financial-planning education for staff—that built loyalty and durability. They also touch tools and ops (ConnectWise invoicing, Microsoft 365/Intune/Entra ID training priorities, Huntress as a dependable security partner). If you’re an MSP owner aiming to boost profitability, increase enterprise value, and create optionality at exit, this episode is a masterclass in doing it intentionally.
“Visit https://beringmckinley.com for more MSP resources.”
🔗 Resources & Links
• Jeff Wynn New River Computing: https://newrivercomputing.com/
• Bering McKinley MSP Consulting: https://beringmckinley.com
⏱️ Chapters
00:00 – Reconnecting & peer-team history
01:23 – From the trenches: Jeff’s IT roots
03:24 – Early roles: nonprofit & Virginia Tech
04:52 – Strategy vs. “walking-around money”
06:24 – Getting serious: finances, peers, EOS
08:37 – Life goals → business strategy
10:15 – People-first culture: benefits & loyalty
12:22 – Financial literacy for teams (401k, planning)
14:25 – Hard moments & learning the numbers
16:45 – Owner-led sales: evolution & fit testing
18:28 – Why some sales hires failed
20:19 – What makes sales fun (and effective)
22:35 – Mission, vision, values unlock with EOS
24:16 – ADHD as founder superpower (with guardrails)
26:22 – Defining the Ideal Client Profile
28:58 – If starting today: MSSP tilt & methodical finance
33:06 – Planning for exit: timelines & expectations
34:10 – Non-financial deal criteria (people & clients)
36:59 – Getting in market: offers over 4 years
42:05 – Transparency vs. confidentiality with staff
46:58 – The all-hands meeting: how they told the team
52:14 – Life after close & changes to EOS cadence
53:28 – Deal satisfaction & post-sale involvement
56:53 – Rapid-fire: tools, training, and leadership lessons
🔍 Primary Keywords
MSP exit planning, MSP valuation, EBITDA, EOS implementation, peer teams, financial literacy for MSPs, ideal client profile, ConnectWise invoicing
🔍 Secondary Keywords
owner-led sales, co-managed IT, Microsoft 365 Intune Entra ID, cybersecurity stack, Huntress EDR, culture and benefits, QBRs, service profitability
#️⃣ Hashtags
#beringmckinley, #bmkvisionpodcast, #msp, #managedservices, #exitplanning, #mspvaluation, #eos, #connectwise, #peerteams, #mspgrowth, #itservices, #mspowner, #comanagedit, #microsoft365, #entraID, #intune, #cybersecurity, #huntress, #serviceprofitability, #leadership