Profit. Grow. Exit.

How do you transform an MSP from a small lifestyle business into a scalable, multimillion dollar company?

In this episode of Profit Grow Exit, Abi Walsh sits down with Ryan Grimes, President @ My IT Indy, to discuss his 20+ year journey of building, reinventing, and scaling a Managed Service Provider. Ryan shares the hard lessons learned from years of slow growth, why sales and marketing changed everything, and how AI and automation are shaping the future of managed services.

From hiring the right people and building repeatable processes to leveraging offshore talent and preparing for a successful exit, this conversation is packed with practical advice for MSP owners, IT leaders, and entrepreneurs looking to grow smarter.

In this episode, you'll learn:
• How Ryan Grimes scaled My IT Indy from a lifestyle business to a multimillion dollar MSP
• Why every MSP needs a repeatable sales and marketing process
• The biggest mistakes MSP owners make when trying to scale
• How to build systems that allow your business to grow without you
• The benefits of offshore hiring and building a global team
• Why documentation and SOPs are essential for scaling
• How AI and automation are transforming managed services
• Why Claude is becoming a powerful AI tool for MSPs
• The importance of peer groups, mentorship, and continuous improvement
• What it takes to build a business that is valuable enough to sell

Whether you're just starting your MSP or preparing for long term growth and an eventual exit, Ryan shares actionable insights that can help you avoid costly mistakes and build a stronger business.

Subscribe for more conversations with successful MSP owners, technology leaders, and entrepreneurs sharing real world strategies for building profitable businesses.

Connect with Ryan Grimes, President @ My IT Indy:
Website: https://www.myitindy.com
LinkedIn: https://www.linkedin.com/in/ryangrimes/

#MSP #ManagedServices #ITSupport #BusinessGrowth #Entrepreneurship #ArtificialIntelligence #AI #Automation #Leadership #Sales #Marketing #ManagedServiceProvider #BusinessStrategy #RyanGrimes #AbiWalsh #MyITIndy #ProfitGrowExitI

 hope you enjoy this episode! Give it a like, share, and subscribe to not miss the content coming your way weekly.

– Abi and the Profit. Grow. Exit. podcast team

Connect with Abi Walsh on LinkedIn: https://www.linkedin.com/in/abiwalsh/ 
Visit the Encore Strategic website here: encorestrategic.io

Listen to Profit. Grow. Exit on these Platforms: 
YouTube: https://www.youtube.com/channel/UCRvlZ82qYZ3_5G2B-sPpaLw
Spotify: https://open.spotify.com/show/0x5v7BQunMtbNsFLSoZTvR
Apple:​ https://podcasts.apple.com/us/podcast/profit-grow-exit/id1891305118
Amazon: https://music.amazon.com/podcasts/00643a88-8d90-4a94-ba91-3505f8e4f84b

#ProfitGrowExit #AbiWalsh #MSPBusiness #ManagedServiceProvider #MSPGrowth #BusinessExit #ExitPlanning #MSPOwner #BusinessStrategy #PeerGroups #BusinessScaling #SmallBusinessGrowth #EntrepreneurMindset #BusinessOperations #MSPSuccess

Profit. Grow. Exit. is the podcast for MSP owners who are ready to stop being the best technician in their business and start being the best operator. Hosted by Abi Walsh of Encore Strategic, each episode delivers straight-talking insight on building a profitable, scalable, and sellable managed service business — from knowing your numbers to building the team that lets you step back. Most MSP owners built a high-paying job, not a company — and it doesn't have to stay that way. If you're stuck at a plateau, unsure of your exit path, or ready to run your business like a real business, this podcast is for you.

Cybercrime is no longer just a technology problem. It is a human problem, and for MSPs, knowing what to do after an attack can be just as important as preventing one.

In this episode of Profit Grow Exit, Abi Walsh sits down with cybersecurity experts Shawn Walsh and Cyrus Walker, founder and CEO of Data Defenders, LLC, to discuss what really happens when a cyberattack hits and why MSPs need to rethink their approach to cybersecurity and incident response.

Cyrus Walker shares insights from decades of experience in cybersecurity, incident response, cybercrime investigations, and training law enforcement, while Shawn Walsh brings his background as a former police detective, computer forensics investigator, and MSP founder.

Together, they explore:

• Why cybercrime is fundamentally a human problem
• How hackers use social engineering to target employees
• What MSPs should do in the first hours after a cyberattack
• Why restoring systems too quickly can destroy critical forensic evidence
• The importance of having a tested incident response plan
• How ransomware can compromise backups and why air-gapped backups matter
• The growing role of AI in both cybersecurity and cybercrime
• How deepfakes and voice cloning are creating new security risks
• Why MSPs need to move from reactive IT support to proactive cybersecurity operations
• The future of the MSSP and managed cybersecurity operations model
• Why visibility, agility, and control are critical for MSPs
• How MSPs can build stronger cybersecurity partnerships with their clients

If you're an MSP owner, IT service provider, cybersecurity professional, or business leader, this conversation offers practical insights into protecting your clients, preparing for cyber incidents, and building a stronger cybersecurity strategy.

Subscribe to Profit Grow Exit for more conversations on growing, protecting, and building more valuable MSP businesses.

Connect with Cyrus Walker on LinkedIn - https://www.linkedin.com/in/cyruswalker/

#Cybersecurity #Cybercrime #MSP #MSPs #ManagedServices #IncidentResponse #Ransomware #CyberSecurity #DataDefenders #AI #CyberAttack #MSPBusinessI

 hope you enjoy this episode! Give it a like, share, and subscribe to not miss the content coming your way weekly.

– Abi and the Profit. Grow. Exit. podcast team

Connect with Abi Walsh on LinkedIn: https://www.linkedin.com/in/abiwalsh/ 
Visit the Encore Strategic website here: encorestrategic.io

Listen to Profit. Grow. Exit on these Platforms: 
YouTube: https://www.youtube.com/channel/UCRvlZ82qYZ3_5G2B-sPpaLw
Spotify: https://open.spotify.com/show/0x5v7BQunMtbNsFLSoZTvR
Apple:​ https://podcasts.apple.com/us/podcast/profit-grow-exit/id1891305118
Amazon: https://music.amazon.com/podcasts/00643a88-8d90-4a94-ba91-3505f8e4f84b

#ProfitGrowExit #AbiWalsh #MSPBusiness #ManagedServiceProvider #MSPGrowth #BusinessExit #ExitPlanning #MSPOwner #BusinessStrategy #PeerGroups #BusinessScaling #SmallBusinessGrowth #EntrepreneurMindset #BusinessOperations #MSPSuccess

Profit. Grow. Exit. is the podcast for MSP owners who are ready to stop being the best technician in their business and start being the best operator. Hosted by Abi Walsh of Encore Strategic, each episode delivers straight-talking insight on building a profitable, scalable, and sellable managed service business — from knowing your numbers to building the team that lets you step back. Most MSP owners built a high-paying job, not a company — and it doesn't have to stay that way. If you're stuck at a plateau, unsure of your exit path, or ready to run your business like a real business, this podcast is for you.

How do you build a successful Managed Service Provider that thrives for decades without competing on price?

In this episode of Profit Grow Exit, Abi Walsh sits down with Yuval Goren, CEO at Kobargo Technology Partners, to discuss his 30+ year journey from the early days of IT consulting to leading a multi million dollar MSP serving businesses across the United States.

Yuval shares how the managed services industry evolved from hourly billing to recurring revenue, why MSPs need to become strategic technology advisors instead of help desk providers, and how AI is reshaping IT leadership. He also explains why Kobargo Technology Partners focuses on personal injury law firms, the role of digital transformation, and how technology can directly impact business growth.

If you're an MSP owner, IT consultant, technology leader, or entrepreneur looking to scale your business, strengthen client relationships, and stay ahead of AI driven change, this conversation is packed with practical insights.

In this episode, you'll learn:
• How Yuval Goren built and scaled a successful MSP
• Why recurring revenue changed the managed services industry
• The shift from reactive IT support to strategic technology consulting
• How AI and automation are transforming managed services
• Why niching into personal injury law firms created growth opportunities
• Leadership lessons from managing teams and retaining top talent
• How to create long term client relationships based on trust and value
• Why pricing should reflect business outcomes instead of technical tasks
• The importance of mentorship, networking, and continuous learning

Subscribe for more conversations with founders, MSP leaders, and business owners sharing real world strategies for growing profitable companies.

Connect with Yuval Goren, CEO at Kobargo Technology Partners:
Website: https://kobargoit.com
LinkedIn: https://www.linkedin.com/in/yuvalgoren/

#MSP #ManagedServices #ITConsulting #BusinessGrowth #Entrepreneurship #ArtificialIntelligence #AI #Leadership #DigitalTransformation #Technology #ManagedServiceProvider #BusinessStrategy #Cybersecurity #ProfitGrowExit #YuvalGoren #AbiWalsh #KobargoTechnologyPartners 

I hope you enjoy this episode! Give it a like, share, and subscribe to not miss the content coming your way weekly.

– Abi and the Profit. Grow. Exit. podcast team

Connect with Abi Walsh on LinkedIn: https://www.linkedin.com/in/abiwalsh/ 
Visit the Encore Strategic website here: encorestrategic.io

Listen to Profit. Grow. Exit on these Platforms: 
YouTube: https://www.youtube.com/channel/UCRvlZ82qYZ3_5G2B-sPpaLw
Spotify: https://open.spotify.com/show/0x5v7BQunMtbNsFLSoZTvR
Apple:​ https://podcasts.apple.com/us/podcast/profit-grow-exit/id1891305118
Amazon: https://music.amazon.com/podcasts/00643a88-8d90-4a94-ba91-3505f8e4f84b

#ProfitGrowExit #AbiWalsh #MSPBusiness #ManagedServiceProvider #MSPGrowth #BusinessExit #ExitPlanning #MSPOwner #BusinessStrategy #PeerGroups #BusinessScaling #SmallBusinessGrowth #EntrepreneurMindset #BusinessOperations #MSPSuccess

Profit. Grow. Exit. is the podcast for MSP owners who are ready to stop being the best technician in their business and start being the best operator. Hosted by Abi Walsh of Encore Strategic, each episode delivers straight-talking insight on building a profitable, scalable, and sellable managed service business — from knowing your numbers to building the team that lets you step back. Most MSP owners built a high-paying job, not a company — and it doesn't have to stay that way. If you're stuck at a plateau, unsure of your exit path, or ready to run your business like a real business, this podcast is for you.

In this episode of Profit, Grow, Exit, Abi Walsh sits down with Clark Sandlin, President/CEO of Zyrka, to talk about building a highly specialized MSP serving private equity firms, hedge funds, family offices, and high net worth individuals.

Clark shares the incredible story of how he went from managing IT inside a global private equity firm to launching his own MSP with clients already lined up from day one. From raising a newborn daughter while learning how to run a business overnight, to navigating rapid growth, leadership challenges, and company culture shifts, this conversation is packed with real lessons for MSP owners and entrepreneurs.

Abi Walsh and Clark Sandlin dive deep into:

* Growing an MSP through referrals instead of traditional marketing
* Why niching down transformed Zyrka’s business
* The dangers of chasing every client and every opportunity
* Building a strong company culture that retains great talent
* Leadership mistakes, burnout, and learning to empower teams
* Managing generational shifts in the modern IT workforce
* Using Culture Index and personality assessments to build stronger teams
* Why women are thriving in tech and customer-focused MSP roles
* How MSP owners can scale without losing their identity

If you’re an MSP owner, IT leader, entrepreneur, or business owner looking to grow sustainably while building the right culture, this episode delivers practical insights and honest experiences from over 20 years in the industry.

Guest:
Clark Sandlin
President/CEO
Zyrka

Connect with Clark Sandlin on LinkedIn - https://www.linkedin.com/in/clarksandlin/

Subscribe for more conversations on MSP growth, leadership, scaling businesses, company culture, and successful exits.

#MSP #ManagedServices #ITServices #BusinessGrowth #Leadership #Entrepreneurship #PrivateEquity #MSPBusiness #TechLeadership #CompanyCulture #BusinessOwner #ProfitGrowExit #AbiWalsh #ClarkSandlin #Zyrka

I hope you enjoy this episode! Give it a like, share, and subscribe to not miss the content coming your way weekly.

– Abi and the Profit. Grow. Exit. podcast team

Connect with Abi Walsh on LinkedIn: https://www.linkedin.com/in/abiwalsh/ 
Visit the Encore Strategic website here: encorestrategic.io

Listen to Profit. Grow. Exit on these Platforms: 
YouTube: https://www.youtube.com/channel/UCRvlZ82qYZ3_5G2B-sPpaLw
Spotify: https://open.spotify.com/show/0x5v7BQunMtbNsFLSoZTvR
Apple:​ https://podcasts.apple.com/us/podcast/profit-grow-exit/id1891305118
Amazon: https://music.amazon.com/podcasts/00643a88-8d90-4a94-ba91-3505f8e4f84b

#ProfitGrowExit #AbiWalsh #MSPBusiness #ManagedServiceProvider #MSPGrowth #BusinessExit #ExitPlanning #MSPOwner #BusinessStrategy #PeerGroups #BusinessScaling #SmallBusinessGrowth #EntrepreneurMindset #BusinessOperations #MSPSuccess

Profit. Grow. Exit. is the podcast for MSP owners who are ready to stop being the best technician in their business and start being the best operator. Hosted by Abi Walsh of Encore Strategic, each episode delivers straight-talking insight on building a profitable, scalable, and sellable managed service business — from knowing your numbers to building the team that lets you step back. Most MSP owners built a high-paying job, not a company — and it doesn't have to stay that way. If you're stuck at a plateau, unsure of your exit path, or ready to run your business like a real business, this podcast is for you.

In this episode of Profit Grow Exit, Abi Walsh speaks with Phillip Poarch, President at Tolar Systems, Inc., about building strong business partnerships, scaling an MSP, and creating a people-first company culture.

Phillip shares his journey from joining an early-stage business as a contractor to becoming a partner and later stepping into leadership roles that shaped the company’s growth. He explains how trust, communication, and shared values helped form a successful long-term partnership and how tools like EOS (Entrepreneurial Operating System) brought clarity, structure, and accountability to the business.

The conversation also explores the shift from project-based services to managed services, the challenges of changing existing customer relationships, and why focusing on high-value clients can transform profitability and focus.

Abi and Phillip also dive into leadership development, knowing when to step out of a role, and how delegation and team empowerment are key to scaling a business beyond the founder.

A major highlight of the discussion is Tolar Systems’ commitment to employee well-being, including financial wellness, physical wellness initiatives, and mental health support designed to build a healthier, more engaged team.

Key topics include:

* Business partnerships and trust building
* Scaling an MSP with EOS
* Transitioning to managed services
* Leadership growth and delegation
* Building a strong company culture
* Employee mental health and wellness initiatives
* Improving operational structure and accountability

If you are an MSP owner, business leader, or entrepreneur looking to scale your company while building a stronger team and culture, this episode offers practical insights and real-world experience.

Connect with  Phillip Poarch on LinkedIn - https://www.linkedin.com/in/phillippoarch/ 

Subscribe for more episodes of Profit Grow Exit with Abi Walsh.

I hope you enjoy this episode! Give it a like, share, and subscribe to not miss the content coming your way weekly.

– Abi and the Profit. Grow. Exit. podcast team

Connect with Abi Walsh on LinkedIn: https://www.linkedin.com/in/abiwalsh/ 
Visit the Encore Strategic website here: encorestrategic.io

Listen to Profit. Grow. Exit on these Platforms: 
YouTube: https://www.youtube.com/channel/UCRvlZ82qYZ3_5G2B-sPpaLw
Spotify: https://open.spotify.com/show/0x5v7BQunMtbNsFLSoZTvR
Apple:​ https://podcasts.apple.com/us/podcast/profit-grow-exit/id1891305118
Amazon: https://music.amazon.com/podcasts/00643a88-8d90-4a94-ba91-3505f8e4f84b

#ProfitGrowExit #AbiWalsh #MSPBusiness #ManagedServiceProvider #MSPGrowth #BusinessExit #ExitPlanning #MSPOwner #BusinessStrategy #PeerGroups #BusinessScaling #SmallBusinessGrowth #EntrepreneurMindset #BusinessOperations #MSPSuccess

Profit. Grow. Exit. is the podcast for MSP owners who are ready to stop being the best technician in their business and start being the best operator. Hosted by Abi Walsh of Encore Strategic, each episode delivers straight-talking insight on building a profitable, scalable, and sellable managed service business — from knowing your numbers to building the team that lets you step back. Most MSP owners built a high-paying job, not a company — and it doesn't have to stay that way. If you're stuck at a plateau, unsure of your exit path, or ready to run your business like a real business, this podcast is for you.

Abi Walsh speaks with Atul Bhagat, President and CEO at BASE Solutions, about what it really takes to grow an MSP without losing the culture and personal service that makes it successful in the first place.

In this conversation, Atul shares how BASE Solutions evolved from IT management in law firms into a specialized MSP serving legal clients and beyond. He explains why he chose a niche early on, how referrals shaped their growth, and why flexibility in service delivery has been central to their long term success.

They also explore the challenges MSPs face while scaling, including hiring the right people, retaining talent, and knowing when a client is or is not the right fit. Atul discusses the importance of avoiding a cookie cutter approach and how building real relationships with clients has driven loyalty and long term retention.

The discussion also covers modern MSP challenges such as AI adoption, marketing shifts, peer groups, and how the industry is moving toward more consultative, strategic partnerships with clients rather than just support based services.

Key topics include MSP growth strategy, client experience, culture driven leadership, legal industry specialization, referrals, team building, and the future of AI in IT services.

Guest - 
Atul Bhagat
President and CEO at BASE Solutions
Connect with Atul Bhagat on LinkedIn - https://www.linkedin.com/in/abhagat/
I hope you enjoy this episode! Give it a like, share, and subscribe to not miss the content coming your way weekly.

– Abi and the Profit. Grow. Exit. podcast team

Connect with Abi Walsh on LinkedIn: https://www.linkedin.com/in/abiwalsh/ 
Visit the Encore Strategic website here: encorestrategic.io

Listen to Profit. Grow. Exit on these Platforms: 
YouTube: https://www.youtube.com/channel/UCRvlZ82qYZ3_5G2B-sPpaLw
Spotify: https://open.spotify.com/show/0x5v7BQunMtbNsFLSoZTvR
Apple:​ https://podcasts.apple.com/us/podcast/profit-grow-exit/id1891305118
Amazon: https://music.amazon.com/podcasts/00643a88-8d90-4a94-ba91-3505f8e4f84b

#ProfitGrowExit #AbiWalsh #MSPBusiness #ManagedServiceProvider #MSPGrowth #BusinessExit #ExitPlanning #MSPOwner #BusinessStrategy #PeerGroups #BusinessScaling #SmallBusinessGrowth #EntrepreneurMindset #BusinessOperations #MSPSuccess

Profit. Grow. Exit. is the podcast for MSP owners who are ready to stop being the best technician in their business and start being the best operator. Hosted by Abi Walsh of Encore Strategic, each episode delivers straight-talking insight on building a profitable, scalable, and sellable managed service business — from knowing your numbers to building the team that lets you step back. Most MSP owners built a high-paying job, not a company — and it doesn't have to stay that way. If you're stuck at a plateau, unsure of your exit path, or ready to run your business like a real business, this podcast is for you.

Most businesses spend months trying to adapt to software that was never built for them, wrestling with clunky systems, patching gaps with spreadsheets, and wondering why teams avoid the tools they paid for.

In this episode, Abi Walsh sits down with Trevor Bollers, President of Letter B Global Technologies, a custom software development company built on a different idea: design software around the culture of your business, not the other way around. Trevor brings experience from the NFL, logistics, and two decades in tech, applying the discipline he learned on the field to every client engagement.

Trevor explains what he calls cultural design, starting with how a business actually operates before writing a single line of code. He shares why spreadsheets are often the clearest signal of software failure, how Letter B connects onshore strategy with offshore delivery, and what MSPs often miss when approaching AI.

Key Takeaways:

Your spreadsheets reveal the truth about where your software is failing and where work is actually happening
Cultural design means building software around how your team thinks and works, not forcing them to adapt
Most AI tools are used like search engines, but real value comes when AI connects directly to your business data
Integrated AI understands your customers, pipeline, and patterns, helping surface what needs attention next
MSPs should use software partnerships to strengthen client relationships, not replace them, and scale gradually
Security and AI contracts differ, and business owners need clarity on where their data actually goes
AI may reduce execution-heavy offshore work, but strategic, consultative thinking remains essential
Building through the 2008 downturn taught the importance of discipline that carries through cycles

Connect with Trevor Bollers on LinkedIn: [https://www.linkedin.com/in/trevb/](https://www.linkedin.com/in/trevb/)
Visit Letter B Global Technologies: [https://www.letterbglobal.com](https://www.letterbglobal.com)
Email: [[email protected]](mailto:[email protected])

I hope you enjoy this episode! Give it a like, share, and subscribe to not miss the content coming your way weekly.

– Abi and the Profit. Grow. Exit. podcast team

Connect with Abi Walsh on LinkedIn: https://www.linkedin.com/in/abiwalsh/ 
Visit the Encore Strategic website here: encorestrategic.io

Listen to Profit. Grow. Exit on these Platforms: 
YouTube: https://www.youtube.com/channel/UCRvlZ82qYZ3_5G2B-sPpaLw
Spotify: https://open.spotify.com/show/0x5v7BQunMtbNsFLSoZTvR
Apple:​ https://podcasts.apple.com/us/podcast/profit-grow-exit/id1891305118
Amazon: https://music.amazon.com/podcasts/00643a88-8d90-4a94-ba91-3505f8e4f84b

#ProfitGrowExit #AbiWalsh #MSPBusiness #ManagedServiceProvider #MSPGrowth #BusinessExit #ExitPlanning #MSPOwner #BusinessStrategy #PeerGroups #BusinessScaling #SmallBusinessGrowth #EntrepreneurMindset #BusinessOperations #MSPSuccess

Profit. Grow. Exit. is the podcast for MSP owners who are ready to stop being the best technician in their business and start being the best operator. Hosted by Abi Walsh of Encore Strategic, each episode delivers straight-talking insight on building a profitable, scalable, and sellable managed service business — from knowing your numbers to building the team that lets you step back. Most MSP owners built a high-paying job, not a company — and it doesn't have to stay that way. If you're stuck at a plateau, unsure of your exit path, or ready to run your business like a real business, this podcast is for you.

Adam Barney, President of Framework IT, joins Abi Walsh on Profit, Grow, Exit to share the real story behind scaling an MSP to nearly $10M in revenue and landing on the Inc. 5000 list multiple times.

In this conversation with Abi Walsh, Adam breaks down the hard lessons most MSP owners learn too late. From pricing mistakes and bad fit clients to leadership burnout, partner breakups, and the shift from chasing revenue to building real profitability.

They also dive into the future of AI in the MSP industry, why help desks may become commoditized, and how managed service providers can stay valuable in the next decade.

Key topics covered:
• Why growth alone does not fix profitability
• The danger of saying yes to every client
• How poor fit clients create chaos and burnout
• Building scalable systems instead of reactive operations
• The importance of peer groups and industry benchmarking
• Why MSPs should charge higher prices earlier
• How AI will reshape managed services and consulting
• What will separate winning MSPs over the next 5 years
• Leadership lessons from scaling Framework IT

If you are an MSP owner looking to grow smarter, improve profitability, and future proof your business, this episode with Abi Walsh and Adam Barney is packed with practical insights.

Connect with Adam Barney on LinkedIn - https://www.linkedin.com/in/adam-barney-9810679/

#AbiWalsh #AdamBarney #FrameworkIT #MSP #ManagedServices #BusinessGrowth #Leadership #Profitability #AI #Cybersecurity #Entrepreneurship #MSPBusiness #ManagedServiceProvider #BusinessStrategy

I hope you enjoy this episode! Give it a like, share, and subscribe to not miss the content coming your way weekly.

– Abi and the Profit. Grow. Exit. podcast team

Connect with Abi Walsh on LinkedIn: https://www.linkedin.com/in/abiwalsh/ 
Visit the Encore Strategic website here: encorestrategic.io

Listen to Profit. Grow. Exit on these Platforms: 
YouTube: https://www.youtube.com/channel/UCRvlZ82qYZ3_5G2B-sPpaLw
Spotify: https://open.spotify.com/show/0x5v7BQunMtbNsFLSoZTvR
Apple:​ https://podcasts.apple.com/us/podcast/profit-grow-exit/id1891305118
Amazon: https://music.amazon.com/podcasts/00643a88-8d90-4a94-ba91-3505f8e4f84b

#ProfitGrowExit #AbiWalsh #MSPBusiness #ManagedServiceProvider #MSPGrowth #BusinessExit #ExitPlanning #MSPOwner #BusinessStrategy #PeerGroups #BusinessScaling #SmallBusinessGrowth #EntrepreneurMindset #BusinessOperations #MSPSuccess

Profit. Grow. Exit. is the podcast for MSP owners who are ready to stop being the best technician in their business and start being the best operator. Hosted by Abi Walsh of Encore Strategic, each episode delivers straight-talking insight on building a profitable, scalable, and sellable managed service business — from knowing your numbers to building the team that lets you step back. Most MSP owners built a high-paying job, not a company — and it doesn't have to stay that way. If you're stuck at a plateau, unsure of your exit path, or ready to run your business like a real business, this podcast is for you.

In this episode of Profit, Grow, Exit, Abi Walsh sits down with Shawn Walsh and Michelle Scribner, CEO, Sum of All Numbers, to break down why forecasting is one of the most important tools for business owners who want long term profitability and growth.

They discuss the difference between looking backward at financials versus planning ahead with forecasting, how the Profit First framework helps entrepreneurs improve cash flow, and why so many business owners forget to pay themselves while growing their companies.

Michelle Scribner shares practical insights on creating a 12 month rolling forecast, understanding cash flow, planning for hiring, tracking expenses correctly, and using financial data to make smarter business decisions before problems happen. Shawn Walsh explains how budgeting and forecasting create discipline, improve focus, and help business owners avoid emotional spending and risky decisions.

This conversation also covers:

* Profit First methodology for entrepreneurs
* Why forecasting matters for business growth
* How to improve cash flow management
* Rolling 12 month forecasting strategies
* Common budgeting and forecasting mistakes
* Using data instead of gut feelings in business
* Planning for hiring, scaling, and profitability
* Why business owners must pay themselves
* Financial planning for MSPs and service businesses
* How forecasting helps businesses prepare for growth and exit

If you want to build a business that is profitable today, scalable tomorrow, and valuable enough to exit in the future, this episode delivers practical strategies you can apply immediately.

Host:
Abi Walsh
Shawn Walsh

Featuring:
Michelle Scribner
CEO, Sum of All Numbers
Connect with Michelle Scribner on LinkedIn - https://www.linkedin.com/in/michelle-scribner-94ab881aa/

I hope you enjoy this episode! Give it a like, share, and subscribe to not miss the content coming your way weekly.

– Abi and the Profit. Grow. Exit. podcast team

Connect with Abi Walsh on LinkedIn: https://www.linkedin.com/in/abiwalsh/ 
Visit the Encore Strategic website here: encorestrategic.io

Listen to Profit. Grow. Exit on these Platforms: 
YouTube: https://www.youtube.com/channel/UCRvlZ82qYZ3_5G2B-sPpaLw
Spotify: https://open.spotify.com/show/0x5v7BQunMtbNsFLSoZTvR
Apple:​ https://podcasts.apple.com/us/podcast/profit-grow-exit/id1891305118
Amazon: https://music.amazon.com/podcasts/00643a88-8d90-4a94-ba91-3505f8e4f84b

#ProfitGrowExit #AbiWalsh #MSPBusiness #ManagedServiceProvider #MSPGrowth #BusinessExit #ExitPlanning #MSPOwner #BusinessStrategy #PeerGroups #BusinessScaling #SmallBusinessGrowth #EntrepreneurMindset #BusinessOperations #MSPSuccess

Profit. Grow. Exit. is the podcast for MSP owners who are ready to stop being the best technician in their business and start being the best operator. Hosted by Abi Walsh of Encore Strategic, each episode delivers straight-talking insight on building a profitable, scalable, and sellable managed service business — from knowing your numbers to building the team that lets you step back. Most MSP owners built a high-paying job, not a company — and it doesn't have to stay that way. If you're stuck at a plateau, unsure of your exit path, or ready to run your business like a real business, this podcast is for you.

Abi Walsh sits down with Sonja (Fridell) Pomerleau, Chief Operating Officer at Next Level Now, Inc., for a deep dive into how operational discipline, EOS, and verticalization are reshaping MSP growth and profitability.

Sonja shares her unconventional path from aspiring journalist to software sales during the 2008 recession, and how she helped scale a VAR from under 1M to over 12.5M in revenue. Now at Next Level Now, she focuses on building embedded finance teams for MSPs and driving operational maturity over pure revenue growth.

In this conversation, they explore why systems and leadership structure matter more than chasing revenue, how EOS creates clarity inside fast-growing companies, and why focusing on a single vertical like MSPs can unlock stronger marketing, better talent performance, and predictable scaling.

They also discuss modern sales tactics in an AI-heavy world, why human connection still wins, and how MSPs can position themselves as trusted advisors in a rapidly changing tech landscape.

Featuring: 
Sonja (Fridell) Pomerleau
Next Level Now, Inc.
Chief Operating Officer

Connect with Sonja (Fridell) Pomerleau on LinkedIn - https://www.linkedin.com/in/sonjafridell/

I hope you enjoy this episode! Give it a like, share, and subscribe to not miss the content coming your way weekly.

– Abi and the Profit. Grow. Exit. podcast team

Connect with Abi Walsh on LinkedIn: https://www.linkedin.com/in/abiwalsh/ 
Visit the Encore Strategic website here: encorestrategic.io

Listen to Profit. Grow. Exit on these Platforms: 
YouTube: https://www.youtube.com/channel/UCRvlZ82qYZ3_5G2B-sPpaLw
Spotify: https://open.spotify.com/show/0x5v7BQunMtbNsFLSoZTvR
Apple:​ https://podcasts.apple.com/us/podcast/profit-grow-exit/id1891305118
Amazon: https://music.amazon.com/podcasts/00643a88-8d90-4a94-ba91-3505f8e4f84b

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Profit. Grow. Exit. is the podcast for MSP owners who are ready to stop being the best technician in their business and start being the best operator. Hosted by Abi Walsh of Encore Strategic, each episode delivers straight-talking insight on building a profitable, scalable, and sellable managed service business — from knowing your numbers to building the team that lets you step back. Most MSP owners built a high-paying job, not a company — and it doesn't have to stay that way. If you're stuck at a plateau, unsure of your exit path, or ready to run your business like a real business, this podcast is for you.