SMB Community Podcast: Business Advice for Small MSP Owners

Overview:

Join hosts Amy and James in this episode of the SMB Community Podcast as they delve into the best practices for selling your Managed Service Provider (MSP) business. Learn about the emotional and financial facets of selling an MSP, the importance of having a clear exit strategy, and ensuring a good fit with potential buyers. The hosts also discuss the recent technical issues with Zoom and Spotify and provide insights into Microsoft break glass accounts. Stay updated with the latest on the antitrust cases involving Meta and Google. Additionally, James shares information about upcoming events and seminars that focus on mergers and acquisitions, AI, cybersecurity, and cloud. Don't miss out on this informative and engaging episode!

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Chapter Markers:

00:00 Introduction

01:46 Question of the Week: WWhen is the best time to sell your business?

10:06 Zoom Outage and Tech Troubles

13:32 Microsoft Break Glass Accounts

16:34 Meta and Google Antitrust Issues

22:21 Personal Stories and Upcoming Events

26:37 Conclusion and Farewell

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New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI

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Sponsor Memo:

Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6).

If you are interested in either buying, selling, or valuation information, please reach out.

There is alot of activity and you can be a part of it.

For more information, reach out at kernanconsulting.com

About the SMB Community Podcast: Weekly business advice for small MSP owners from Amy Babinchak and James Kernan of the Small Biz Thoughts community — MSP sales, MSP pricing and agreements, hiring and leading an MSP team, MSP operations, selling your MSP, and AI for small MSPs. Produced by MSP Radio. More for MSP owners at smallbizthoughts.com.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Overview:

In this week's episode of the SMB Community Podcast, hosts James and Amy are back to discuss various aspects of running a successful MSP. They start by diving into the MSP question of the week about creating an org charts for small teams. Both hosts emphasize the importance of delineating responsibilities and using the EOS accountability chart for better team structure. They also talk about the challenges and opportunities in selling security solutions and the importance of offering a strategic value to clients. Later, James interviews Max Miller from Workland Partners about current M&A trends in the IT and cybersecurity sectors, offering valuable advice for MSPs considering selling their business. The episode wraps up with a reminder to stay connected and share questions or comments with the hosts.

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Chapter Markers:

00:00 Introduction and Greetings

02:09 MSP Question of the Week: Creating an Org Chart

03:18 The Importance of Accountability Charts

09:40 Challenges in Selling Security

11:56 Value-Based Selling and Strategy

18:02 Data Security Concerns

21:12 Facebook Breaches and Data Theft

23:53 Retail Store Privacy Concerns

25:46 5 Minutes w/ a Smart Person: Max Miller of Worklyn Partners

26:10 Max Miller's Background and Workland Partners

30:46 M&A Activity in the MSP Space

34:06 Advice for MSP Owners Considering Selling

40:49 Final Thoughts and Contact Information

43:18 Podcast Wrap-Up and Future Plans

---

New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI

---

Sponsor Memo:

Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6).

If you are interested in either buying, selling, or valuation information, please reach out.

There is alot of activity and you can be a part of it.

For more information, reach out at kernanconsulting.com

About the SMB Community Podcast: Weekly business advice for small MSP owners from Amy Babinchak and James Kernan of the Small Biz Thoughts community — MSP sales, MSP pricing and agreements, hiring and leading an MSP team, MSP operations, selling your MSP, and AI for small MSPs. Produced by MSP Radio. More for MSP owners at smallbizthoughts.com.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Overview:

In this episode of the SMB Community Podcast, hosts Amy and James are back! The main topic revolves around the Entrepreneurial Operating System (EOS) and its benefits for small to mid-sized MSPs, particularly those with five or more employees. James shares his expertise and insights into how EOS can improve business structure, accountability, and goal setting. The conversation also touches on industry news, including a new 3% service tax in Maryland targeting MSPs, the importance of CMMC certification for retaining government business, and Microsoft's release of the new mini PC Windows 365 device. Both James and Amy emphasize the importance of organization, industry representation, and staying current with compliance and technological advancements.

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Chapter Markers:

00:00 Introduction

00:34 Weather Chat and Spring Excitement

01:46 Question of the Week: Implementing EOS for Small MSPs

08:53 Importance of Business Vision and Employee Engagement

14:38 News: Maryland's New Service Tax on MSPs

19:02 News: CMMC Certification Requirements for MSPs

22:03 News: Microsoft's New Mini PC

26:23 Upcoming Events and Closing Remarks

---

New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI

---

Sponsor Memo:

Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6).

If you are interested in either buying, selling, or valuation information, please reach out.

There is alot of activity and you can be a part of it.

For more information, reach out at kernanconsulting.com

About the SMB Community Podcast: Weekly business advice for small MSP owners from Amy Babinchak and James Kernan of the Small Biz Thoughts community — MSP sales, MSP pricing and agreements, hiring and leading an MSP team, MSP operations, selling your MSP, and AI for small MSPs. Produced by MSP Radio. More for MSP owners at smallbizthoughts.com.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Overview:

In this episode of the SMB Community Podcast, hosts James and Amy are back to discuss a range of topics relevant to IT professionals. They start with a question about leadership for entry-level tech employees, emphasizing that leadership can be demonstrated at any level. The conversation then shifts to cybersecurity, highlighting an insurance industry report that identifies firewalls, VPNs, and RDP as common entry points for ransomware attacks. Amy suggests moving away from traditional perimeter security in favor of cloud solutions. The hosts also touch on the significance of AI tools in marketing, legacy planning, and training. They discuss the looming impact of AI on data centers and speculate that current high-power usage may be short-lived due to technological advancements. The episode wraps up with light-hearted personal anecdotes, including plans for launching their boats for the season.

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Chapter Markers:

00:00 Introduction and Welcome

01:40 MSP Question of the Week: Leadership as a Level One Tech

07:04 Ransomware and Cybersecurity Insights

11:26 23andMe Bankruptcy and Data Privacy Concerns

15:27 AI Innovations and Industry Trends

22:18 Upcoming Events and Personal Updates

23:54 Conclusion and Farewell

---

New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI

---

Sponsor Memo:

Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6).

If you are interested in either buying, selling, or valuation information, please reach out.

There is alot of activity and you can be a part of it.

For more information, reach out at kernanconsulting.com

About the SMB Community Podcast: Weekly business advice for small MSP owners from Amy Babinchak and James Kernan of the Small Biz Thoughts community — MSP sales, MSP pricing and agreements, hiring and leading an MSP team, MSP operations, selling your MSP, and AI for small MSPs. Produced by MSP Radio. More for MSP owners at smallbizthoughts.com.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Overview:

In this episode of the SMB Community Podcast, hosts Amy and James discuss a variety of news and trends that affect the MSP community. Key topics include Google's acquisition of cybersecurity firm Wiz for $32 billion, the impact of tariffs on tech prices, and how MSPs can use this information to their advantage. They also delve into Gartner's study on the overuse of cybersecurity tools and its implications for SMBs. In the AI segment, they share a range of AI tools relevant for businesses, such as Notebook LM, amy.io, and tools discovered on AppSumo like QUSO. James announces the creation of an AI tool list that will be shared with listeners.

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Chapter Markers:

00:00 Introduction and Welcome

00:27 Hosts' Health and Upcoming Events

01:26 Google Acquires Cybersecurity Company Wiz

02:59 Impact of Tariffs on MSPs

07:36 Gartner's Cybersecurity Trends for 2025

09:57 Intel's Positive Developments

11:03 Cool AI Tools for Your Business

22:15 Conclusion and Farewell

---

New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI

---

Sponsor Memo:

Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6).

If you are interested in either buying, selling, or valuation information, please reach out.

There is alot of activity and you can be a part of it.

For more information, reach out at kernanconsulting.com

About the SMB Community Podcast: Weekly business advice for small MSP owners from Amy Babinchak and James Kernan of the Small Biz Thoughts community — MSP sales, MSP pricing and agreements, hiring and leading an MSP team, MSP operations, selling your MSP, and AI for small MSPs. Produced by MSP Radio. More for MSP owners at smallbizthoughts.com.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Overview:

In this episode of the SMB Community Podcast, host James Kernan from Kernan Consulting interviews Zulfiya Forsythe, CEO and founder of Omadli Group, about the transformative power of AI in the workplace. Forsythe shares her unique journey from accounting to tech, highlighting the development of data analytics and AI solutions that help businesses streamline administrative tasks and gain actionable insights. The discussion covers how Forsythe's team partners with MSPs to create automation around reporting, build executive dashboards, and leverage AI tools to enhance business efficiency. The episode also touches on the current explosion of AI tools and the importance of educating users to stay ahead in the rapidly evolving tech landscape.

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Chapter Markers:

00:00 Introduction to the SMB Community Podcast

00:24 Meet the AI Guru: Zulfiya Forsythe

00:48 From Accounting to AI: Zulfiya Forsythe's Journey

04:40 AI in the Workplace: Real-World Applications

08:09 Partnering with MSPs: A Win-Win

12:52 The AI Explosion: Tools and Trends

17:41 The Future of AI: Opportunities and Challenges

22:59 Conclusion and Contact Information

---

New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI

---

Sponsor Memo:

Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6).

If you are interested in either buying, selling, or valuation information, please reach out.

There is alot of activity and you can be a part of it.

For more information, reach out at kernanconsulting.com

About the SMB Community Podcast: Weekly business advice for small MSP owners from Amy Babinchak and James Kernan of the Small Biz Thoughts community — MSP sales, MSP pricing and agreements, hiring and leading an MSP team, MSP operations, selling your MSP, and AI for small MSPs. Produced by MSP Radio. More for MSP owners at smallbizthoughts.com.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Overview:

In this episode of the SMB Community Podcast, James Kernan interviews MJ Shoer of GTIA, formerly known as CompTIA. MJ shares his extensive background in the IT industry, having transitioned from an MSP owner to a key figure at CompTIA and now GTIA. They discuss the reasons behind the rebranding to GTIA and the organization's continued focus on member benefits, global expansion, and impactful philanthropy. MJ also highlights GTIA's unique value propositions, such as their extensive industry research, mentorship programs, and inclusive networking events. The conversation provides a comprehensive overview of GTIA's objectives and MJ's vision for the future.

Chapter Markers:

00:00 Introduction

00:27 Interview with MJ Shoer: Beginnings and Career Journey

04:16 The Evolution of GTIA and Its Impact

12:48 Member Benefits and Opportunities

19:02 Future Vision and Strategic Planning

21:42 How to Get Involved with GTIA

22:43 Conclusion and Farewell

New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI

Sponsor Memo:

Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6).

If you are interested in either buying, selling, or valuation information, please reach out.

There is alot of activity and you can be a part of it.

For more information, reach out at kernanconsulting.com

About the SMB Community Podcast: Weekly business advice for small MSP owners from Amy Babinchak and James Kernan of the Small Biz Thoughts community — MSP sales, MSP pricing and agreements, hiring and leading an MSP team, MSP operations, selling your MSP, and AI for small MSPs. Produced by MSP Radio. More for MSP owners at smallbizthoughts.com.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Overview:

In this episode of the SMB Community Podcast, hosts Amy Babinchak and James Kernan dive into how IT professionals can leverage the end-of-life schedules of Microsoft Windows 10 to generate new business. This week, they emphasize the importance of planning and maintaining a regular upgrade schedule for client systems to avoid issues and ensure security.

The conversation also touches on the impact of drone deliveries in dense areas and the evolving landscape of remote meetings, with a particular focus on Zoom's declining market share. The team also explores the necessity for MSPs to obtain CMMC certification to maintain government contracts, and the ongoing trends in mergers and acquisitions within the market. James and Amy also announce the start of a new series focused on exploring productive AI tools. Check out the chapter markers below for more!

Chapter Markers:

00:00 Introduction and Welcome

00:47 MSP Question of the Week: Windows 10 End of Life

05:52 The Drone Dilemma: A Look into the Future

08:57 Zoom's Market Share and Meeting Fatigue

18:41 Mergers and Acquisitions in the IT Market

20:42 CMMC Certification and Government Business

26:17 Cool AI Tools: A New Series

28:17 Conclusion

New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI

Sponsor Memo:

Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6).

If you are interested in either buying, selling, or valuation information, please reach out.

There is alot of activity and you can be a part of it.

For more information, reach out at kernanconsulting.com

About the SMB Community Podcast: Weekly business advice for small MSP owners from Amy Babinchak and James Kernan of the Small Biz Thoughts community — MSP sales, MSP pricing and agreements, hiring and leading an MSP team, MSP operations, selling your MSP, and AI for small MSPs. Produced by MSP Radio. More for MSP owners at smallbizthoughts.com.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this Thursday episode of the SMB Community Podcast, hosts James Kernan and Amy Babinchak discuss recent events and trends in the IT and business world. Amy details her recent speaking engagement at the M365 Community Days event, highlighting the importance for MSPs to network with internal IT professionals. The hosts dig into the question of whether MSPs are finding success with offshore resources versus local hiring. They share mixed opinions but note a growing number of success stories with offshoring, particularly post-pandemic. The episode also covers major news, including Apple's U.S.-focused AI investment, Ninja One's $500 million funding milestone, and a surprising admission from HP about their customer service wait times. Additionally, this week's 5 Minutes with a Smart Person features Ken Miller. Ken talks about his business, which combines AI and VAs to optimize SMB operations.

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Chapter Markers:

00:00 Introduction and Welcome

02:14 Event Recap: M365 Community Days

04:43 MSP Question of the Week: Are MSP's finding success with offshore resources?

10:43 Apple's Major Announcements

15:02 Ninja One's Growth and Funding

17:57 HP's Customer Service Revelation

20:16 5 Minutes with a Smart Person: Ken Miller

32:00 Upcoming Events and Closing Remarks

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New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI

---

Sponsor Memo:

Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6).

If you are interested in either buying, selling, or valuation information, please reach out.

There is alot of activity and you can be a part of it.

For more information, reach out at kernanconsulting.com

About the SMB Community Podcast: Weekly business advice for small MSP owners from Amy Babinchak and James Kernan of the Small Biz Thoughts community — MSP sales, MSP pricing and agreements, hiring and leading an MSP team, MSP operations, selling your MSP, and AI for small MSPs. Produced by MSP Radio. More for MSP owners at smallbizthoughts.com.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Overview: In this episode of the SMB Community Podcast, hosts James and Amy discuss effective strategies for making the most out of attending industry events. They highlight the importance of sitting with different people at meals, asking questions during sessions, and breaking the ice in socially awkward situations. The conversation shifts to upcoming events, the challenges of event attendance, and relevant industry news, including Sophos's recent layoffs and industry forecasts for 2025. Chapter Markers: 00:00 Introduction and Welcome 01:44 MSP Question of the Week: How do you get the most out of industry events? 04:11 Networking Tips for Industry Events 08:10 Choosing the Right Events to Attend 13:41 CRN Magazine's 2025 Outlook 17:52 Sophos Acquisition and Layoffs 19:54 Local Event Highlights and Closing Remarks

New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI

Sponsor Memo:

Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6).

If you are interested in either buying, selling, or valuation information, please reach out.

There is alot of activity and you can be a part of it.

For more information, reach out at kernanconsulting.com

About the SMB Community Podcast: Weekly business advice for small MSP owners from Amy Babinchak and James Kernan of the Small Biz Thoughts community — MSP sales, MSP pricing and agreements, hiring and leading an MSP team, MSP operations, selling your MSP, and AI for small MSPs. Produced by MSP Radio. More for MSP owners at smallbizthoughts.com.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.