The BMK Vision Podcast

The BMK Vision Podcast

By Josh PetersonBusinessManagement
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The BMK Vision Podcast episodes

  • #111 - EOS vs MAP: Why Self-Implementing Stalls Your Business | FROM THE TRENCHES

    "We run EOS" usually turns out to mean "we bought a tool." Josh Peterson sits down with Michael Caito — the CEO who built Restaurants on the Run into a $40M pre-internet DoorDash, sold it to Grubhub, then bought MAP, the consulting firm that had coached his own company for fifteen years.

    Michael Caito is the Owner & CEO of MAP (Management Action Programs), and in this conversation we explore EOS vs MAP, why self-implemented operating systems stall into to-do lists, and why every MSP business should be built to sell — even if the owner never intends to sell it.

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    🎙 What We Cover in This Episode

    - Compare EOS and MAP where it actually matters: facilitation, cadence, and manager training

    - Diagnose the "to-do list in a tool" failure mode of self-run systems
    - Understand why a CEO can't facilitate and participate in the same meeting
    - Swap quarterly planning theater for monthly compounding accountability
    - Reclaim management: one person accountable beats seven player-coaches
    - Build enterprise value early, so selling is a choice — not a scramble
    - Escape the peer-group trap that caps you at the average of the room
    - Qualify like MAP does: hungry and humble, or no deal

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    👤 Guest Links

    Guest LinkedIn: https://www.linkedin.com/in/michaelcaitomap/

    Company Website: https://mapconsulting.com

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    🚀 Subscribe & Follow BMK Vision

    YouTube (Video Podcast):

    https://www.youtube.com/@beringmckinleyvision?sub_confirmation=1

    Learn More About the Vision Platform:

    https://beringmckinley.com/vision

    Apply to Be a Guest:

    https://beringmckinley.com/blog#speaker-form

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    🔎 SEO Keywords

    - MAP vs EOS

    - Business operating system
    - EOS alternative
    - CEO coaching
    - Business accountability
    - Enterprise value
    - Build a business you can sell
    - Managed service providers
    - BMK Vision Podcast

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    📝 Credits

    Host: Josh Peterson

    Producer: Bering McKinley
    Episode: #111 - EOS vs MAP: Why Self-Implementing Stalls Your Business | FROM THE TRENCHES

    49 min
  • #110 - Customer Discovery for MSPs: Dwell Before You Sell | BMK VISION ROUNDTABLE

    Your ticket surveys come back 95% satisfied - and Josh Peterson doesn't care. In this BMK Vision Roundtable, Josh and Gary Boyle bring in customer discovery expert Bob London to settle what actually measures client loyalty, and the answer isn't a score. It's a conversation most MSPs never have.

    Bob London is the creator of Radically Authentic Discovery (RAD) and a former CMO with 3,000+ customer discovery conversations behind him, and in this conversation we explore why surveys mislead, how "seller's itch" derails discovery calls, and how curiosity becomes a competitive edge. Along the way: the board-meeting question, the mute-button discipline, and where a listening tour fits for MSPs still shaping their go-to-market.

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    What We Cover in This Episode

    - Why 95% post-ticket satisfaction scores tell you nothing about loyalty

    - Where NPS misleads - and the qualifier question that exposes it
    - The board-meeting question that opens executive conversations
    - Seller's itch: the moment sellers pounce and deals stall
    - Dwell before you sell - and the mute-button discipline
    - Grading discovery calls with AI against the RAD standard
    - Why "I'm not a sales guy" might be your biggest advantage
    - Listening tours: hearing gaps before they become churn

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    Guest Links

    Guest LinkedIn: https://www.linkedin.com/in/boblondon

    Guest Website: https://boblondon.co

    ----------

    Subscribe & Follow BMK Vision

    YouTube (Video Podcast):

    https://www.youtube.com/@beringmckinleyvision?sub_confirmation=1

    Learn More About the Vision Platform:

    https://beringmckinley.com/vision

    Apply to Be a Guest:

    https://beringmckinley.com/blog#speaker-form

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    SEO Keywords

    - Customer discovery

    - MSP sales
    - Discovery call questions
    - Net Promoter Score
    - Client listening
    - Sales coaching
    - Radically Authentic Discovery
    - MSP client retention
    - BMK Vision Podcast

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    Credits

    Host: Josh Peterson

    Co-Host: Gary Boyle
    Producer: Bering McKinley
    Episode: #110 - Customer Discovery for MSPs: Dwell Before You Sell | BMK VISION ROUNDTABLE

    1 hr 2 min
  • #109 - Owner-Led Sales: Why MSP Owners Can't Let Go | FROM THE TRENCHES

    Owner-led sales: a necessary stage, a deliberate strategy, or a cop-out? Josh Peterson and Trevor Dierdorff, Founder & CEO of Amnet, take the question head-on and land somewhere more useful than either extreme.

    Trevor Dierdorff is the Founder & CEO of Amnet, a Colorado MSP he's run for 26+ years, and in this conversation we explore why sales and sales management are different professions, why his salesperson hires failed, and how an intentional culture became his real competitive edge.

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    What We Cover in This Episode

    - Why owner-led sales frustrates Josh - and where it's genuinely justified

    - Sales vs. sales management: two skills owners keep conflating
    - The owner's halo and why teaching a rep your pitch backfires
    - Managing activities, not people, to hold sellers accountable
    - Culture by design: "Good morning, superheroes"
    - Hiring for fit: don't put chocolate chips in the beef stew
    - Marketing air cover: a prospect-driven podcast and an executive forum

    ----------------------------------------

    Guest Links

    Guest LinkedIn: https://www.linkedin.com/in/trevordierdorff/

    Company Website: https://amnet.net

    ----------------------------------------

    Subscribe & Follow BMK Vision

    YouTube (Video Podcast): https://www.youtube.com/@beringmckinleyvision?sub_confirmation=1

    Learn More About the Vision Platform: https://beringmckinley.com/vision
    Apply to Be a Guest: https://beringmckinley.com/blog#speaker-form

    ----------------------------------------

    SEO Keywords: Owner-led sales, MSP sales management, Hiring a sales manager, MSP company culture, Hiring for culture fit, Managed service providers, MSP marketing, BMK Vision Podcast

    ----------------------------------------

    Credits

    Host: Josh Peterson

    Producer: Bering McKinley
    Episode: #109 - Owner-Led Sales: Why MSP Owners Can't Let Go | FROM THE TRENCHES

    55 min
  • #108 - Does the 33% Payroll Benchmark Just Mean Fire People? | BMK VISION ROUNDTABLE

    A listener sent The BMK Vision Podcast a one-line challenge: "Your 33% service salaries to service revenue benchmark just means fire people. Admit it." In this roundtable, Josh Peterson and Gary Boyle take the accusation head-on — and concede more ground than you might expect.

    Gary Boyle is Partner for Strategy & Business Development at Bering McKinley, and in this conversation, we explore what the 33% payroll benchmark actually measures, when the math really does point at headcount, and the decision owners must make before either answer is right.

    ⸻

    🎙 What We Cover in This Episode

     
    - Decoding the 33% service salaries to service revenue benchmark
    - Restructuring your chart of accounts so service costs sit above gross profit
    - Confronting the PTO math that breaks 75% utilization targets
    - Weighing firing against raising rates when cash runway is short
    - Exposing the phantom pipeline that keeps MSPs overstaffed
    - Diagnosing the rare ratio that's too low — and why it's still a risk
    - Reframing every MSP as a supply and demand equation

    ⸻

    👤 Guest Links

    Guest LinkedIn: https://www.linkedin.com/in/garyboyle/ Company Website: https://beringmckinley.com

    ⸻

    🚀 Subscribe & Follow BMK Vision

    YouTube (Video Podcast): https://www.youtube.com/@beringmckinleyvision?sub_confirmation=1

    Learn More About the Vision Platform: https://beringmckinley.com/vision

    Apply to Be a Guest: https://beringmckinley.com/blog#speaker-form

    ⸻

    🔎 SEO Keywords

     
    - MSP payroll benchmark
    - Service salaries to service revenue
    - MSP utilization
    - MSP profitability
    - MSP KPIs
    - Managed service providers
    - MSP financial management
    - BMK Vision Podcast

    ⸻

    📝 Credits

    Host: Josh Peterson Producer: Bering McKinley Episode: #108 - Does the 33% Payroll Benchmark Just Mean Fire People? | BMK VISION ROUNDTABLE

    28 min
  • #107 - The MSP Owners Who Got Tired of Waiting and Built Their Own PSA | From The Trenches

    After 20 years inside ConnectWise and AutoTask, two MSP operators decided they were done waiting for the unified PSA the industry kept promising — so they built one. In this From The Trenches episode of The BMK Vision Podcast, Josh Peterson talks with the founders of IgnitHQ about what it actually takes to start a PSA from scratch in 2026.

    Guest Introduction

    Yaron Baitch is the founder and CEO of IgnitHQ and the CIO of Digital Practice Inc., a dental-focused MSP with offices in Hawaii and Connecticut. Tom Goembel leads operations for IgnitHQ and brings front-line MSP execution experience to the platform's day-to-day workflow design. IgnitHQ launched publicly in May 2026 with 80+ native modules sharing a single data model and AI built in at the database layer.

    🎙 What We Cover in This Episode

    - Why a "unified" platform on a disparate database is not actually unified
    - Single source of truth — and what it actually unlocks across PSA / RMM / billing / documentation
    - AI at the database layer vs. AI bolted on top after the fact
    - Familiarity bias — the hardest moat in the PSA category
    - The skeptics corner — answering every objection in public
    - Month-to-month pricing and the dual-write bridge — reducing buyer anxiety on the cutover
    - The Arizona Iced Tea pricing thesis — being profitable enough at the low price
    - Marketplace and partner-driven go-to-market over blast email
    - Preparing the customer-success team before the scaling problem arrives

    ⸻

    👤 Guest & Host Links
    Yaron Baitch (LinkedIn): [NEEDS VERIFICATION]
    Tom Goembel (LinkedIn): [NEEDS VERIFICATION]
    IgnitHQ: https://www.ignithq.com/
    Josh Peterson (LinkedIn): https://www.linkedin.com/in/joshdpeterson/

    ⸻

    🚀 Subscribe & Follow BMK Vision
    YouTube: https://www.youtube.com/@beringmckinleyvision?sub_confirmation=1
    Vision Platform: https://beringmckinley.com/vision
    Apply to Be a Guest: https://beringmckinley.com/blog#speaker-form

    ⸻

    🔎 SEO Keywords
    unified MSP platform, IgnitHQ, PSA alternative, ConnectWise alternative, AutoTask alternative, AI native PSA, single data model MSP, BMK Vision Podcast, From The Trenches MSP, Bering McKinley

    📝 Credits

    Host: Josh Peterson
    Guests: Yaron Baitch (Founder & CEO, IgnitHQ); Tom Goembel (Operations, IgnitHQ)
    Producer: Bering McKinley
    Episode: #107 - The MSP Owners Who Got Tired of Waiting and Built Their Own PSA

    1 hr
  • #106 - "Why Would I Fix Something That Isn't Broken?" | BMK Vision Roundtable

    "I've been giving onboarding away for years and I close a lot of deals. My competitors who charge for it lose deals. So why would I fix something that doesn't seem broken? What am I actually missing?" That's the listener question. In this Roundtable episode of The BMK Vision Podcast, Josh Peterson and Gary Boyle answer it directly — and the answer is not what the asker wants to hear.

    Giving away onboarding feels like a sales strategy. It is actually a positioning decision. Gary's first move is to stop the framing: how do you know that was why you won? How do you know the competitors who charge are actually losing those deals? The asker has built a sales story on data he does not have. And underneath the sales story is a structural problem he has not named — when an owner gives onboarding away, the operating reality is almost always that there is no real onboarding to give. The free price tag is the financial signature of the work that never got built. The episode walks through the new-MSP client who could not sell until he had a real offer to put in front of prospects, the doctor-patient frame for what buyers are actually paying for, why one month of recurring revenue is a number not attached to reality, and the close that names the whole frame: the thing that works in the short term is not the thing that works in the long term.

    🎙 What We Cover in This Episode

    - Sales strategy or positioning decision — which choice are you actually making?
    - "How do you know that's why you won?" — the question the asker has not answered
    - Free onboarding usually means there is no onboarding
    - The new-MSP client who could not sell until he had a real offer
    - Assessment, onboarding, support — one system, not three
    - Scoping onboarding like a project, not pricing it like a discount
    - The doctor-patient frame for what the buyer is actually paying for
    - The trap — if you give it away, you better actually do the work
    - Selling the assessment first, not the MSP proposal
    - Why the thing that works in the short term is not the thing that works in the long term

    ⸻

    👤 Host Links
    Josh Peterson: https://www.linkedin.com/in/joshdpeterson/
    Gary Boyle: https://www.linkedin.com/in/garyboyle/

    ⸻

    🚀 Subscribe & Follow BMK Vision
    YouTube: https://www.youtube.com/@beringmckinleyvision?sub_confirmation=1
    Vision Platform: https://beringmckinley.com/vision
    Apply to Be a Guest: https://beringmckinley.com/blog#speaker-form

    ⸻

    🔎 SEO Keywords
    MSP onboarding, MSP free onboarding, MSP onboarding fee, MSP assessment, MSP discovery, MSP sales process, MSP positioning, MSP pricing strategy, MSP roundtable, BMK Vision Podcast, Bering McKinley

    📝 Credits

    Host: Josh Peterson
    Co-Host: Gary Boyle
    Producer: Bering McKinley
    Episode: #106 - "Why Would I Fix Something That Isn't Broken?"

    27 min
  • #105 - "I've Tried Twice. Both Times Something Blew Up." | BMK Vision Roundtable

    "Do either of you actually believe an owner can fully get out of the day-to-day of an MSP and not have it fall apart? I've tried twice. Both times something blew up and I had to come back in." That's the question a listener sent. In this Roundtable episode of The BMK Vision Podcast, Josh Peterson and Gary Boyle answer it directly — yes, it's possible — and then walk through why the asker's two attempts didn't hold.

    Getting out of the day-to-day isn't a decision. It's a construction. The owner who never asked "how do I get big enough that I don't have to do everything," and instead just asked "I want to get big, full stop" — that owner gets there. The owner who treats stepping back as a single decision typically watches the structure underneath them collapse at the first stress test. Gary's line lands the whole question: yeah, your business is doing fine. Let me know what happens after your first hire. The first hire is when the game changes — and the structure most owners need to build before that hire never gets built. They train the task without transferring the accountability for the outcome. Six months later something blows up, the owner re-engages, the cycle repeats.

    🎙 What We Cover in This Episode

    - The listener question — two failed attempts, and whether it's even possible
    - Why getting out of the day-to-day is a construction, not a decision
    - "Let me know what happens after your first hire" — the line that changes the game
    - Why most owners arrive at this through pain, not planning
    - The peer-group catalyst — EO, BMK Community, exposure to what's possible
    - The gestalt method — experience share over prescriptive advice
    - The phone-off-for-four-hours diagnostic
    - Training the task vs. transferring the outcome
    - Loom-recorded SOPs and the addictive feeling of giving work away
    - Builders vs. billers — making every seat's role legible
    - Close — it feels less like stepping back, more like building something strong enough to hold

    ⸻

    👤 Host Links
    Josh Peterson: https://www.linkedin.com/in/joshdpeterson/
    Gary Boyle: https://www.linkedin.com/in/garyboyle/

    ⸻

    🚀 Subscribe & Follow BMK Vision
    YouTube: https://www.youtube.com/@beringmckinleyvision?sub_confirmation=1
    Vision Platform: https://beringmckinley.com/vision
    Apply to Be a Guest: https://beringmckinley.com/blog#speaker-form

    ⸻

    🔎 SEO Keywords
    MSP owner out of day to day, MSP owner step back, MSP first hire, MSP SOP, MSP delegation, MSP strategic plan, MSP peer group, MSP roundtable, BMK Vision Podcast, Bering McKinley

    📝 Credits

    Host: Josh Peterson
    Co-Host: Gary Boyle
    Producer: Bering McKinley
    Episode: #105 - "I've Tried Twice. Both Times Something Blew Up."

    23 min
  • #104 - "I Didn't Get Into This Company to Pay Myself Less." | BMK Vision Roundtable

    "I didn't get into this company to pay myself less." That was the disdainful read from one partner in a three-person MSP partnership when the advice came up to cut owner W-2 and tie additional comp to profit. In this Roundtable episode of The BMK Vision Podcast, Josh Peterson and Gary Boyle take the position apart and walk through why the cut is not punitive — it's diagnostic.

    The W-2 floor that covers the owner's household nut is the same floor that mutes every signal the P&L is sending. Year after year of substandard profit becomes background noise because the W-2 number keeps moving. At some point the owner forgets how the business actually makes money. The cut is the only thing that makes the next unbilled hour, the next un-captured product cost, the next half-point of service salary feel real again. Gary's reframe lands harder underneath the math: are we actually owners — or employees who happen to own the company?

    🎙 What We Cover in This Episode

    - Why owner-comp conversations always get uncomfortable — and what the discomfort is actually about
    - The W-2 floor that covers the nut and mutes the P&L
    - Josh's BMK confession — "you've forgotten how your business makes money"
    - The write-off mindset and the 35% reality most owners get wrong
    - The 33% service-salaries lever — bombastic for years, ignored because of the $12K paycheck
    - "I could go make 300K" — the math owners assert but never run
    - The recapture-the-signal exercise — the cut paycheck as diagnostic
    - Are we actually owners — or employees who happen to own the company?
    - The sub-$3M owner-as-billable-resource trap
    - "You didn't build this company to pay yourself — you built it to actually build something"

    ⸻

    👤 Host Links
    Josh Peterson: https://www.linkedin.com/in/joshdpeterson/
    Gary Boyle: https://www.linkedin.com/in/garyboyle/

    ⸻

    🚀 Subscribe & Follow BMK Vision
    YouTube: https://www.youtube.com/@beringmckinleyvision?sub_confirmation=1
    Vision Platform: https://beringmckinley.com/vision
    Apply to Be a Guest: https://beringmckinley.com/blog#speaker-form

    ⸻

    🔎 SEO Keywords
    MSP owner compensation, MSP owner pay, MSP W-2 vs distribution, MSP partnership comp, MSP P&L discipline, MSP under 3 million, MSP roundtable, BMK Vision Podcast, Bering McKinley

    📝 Credits

    Host: Josh Peterson
    Co-Host: Gary Boyle
    Producer: Bering McKinley
    Episode: #104 - "I Didn't Get Into This Company to Pay Myself Less."

    29 min
  • #103 - "I Fired a $15K Client and I'm Pissed I Did It." | BMK Vision Roundtable

    "I fired a client doing 15 grand a month. I've replaced maybe half of it so far, and I'm kind of pissed about it." That question came out of a peer-group room, and it is the most common form of buyer's remorse in MSP ownership. In this Roundtable episode of The BMK Vision Podcast, Josh and Gary walk through why the regret is almost always a measurement problem, not a decision problem.

    The short answer: you were not supposed to replace the revenue. You were supposed to replace the gross profit. At BMK's 65 percent AGP target, a fired $15K client running at 35 percent AGP becomes two $4K clients — same gross profit, less servicing load, less capacity drag. Underneath the math, the deeper truths land: top-line revenue lies, net profit lies, AGP per account is the tell. And the toxic client tax — the cultural drag on the team — almost never shows up in the financial review that justified the fire in the first place.

    🎙 What We Cover in This Episode

    - Why the regret is a math problem, not a decision problem
    - Replace the gross profit, not the revenue
    - The BMK 65 percent AGP target — and what it means for replacement math
    - The two-lever rule — bad client and bad profit both have to be true
    - The $5M ego anchor — and why owners protect the round number
    - Gary's $17M client and the "would you start this business today?" reframe
    - The "fire some technicians" gift — the recalibration owners usually avoid
    - Everyone gets paid except the owner — the quietly damaging norm
    - The toxic client tax — culture drag never shows up on the P&L
    - Hard call vs bad call — the two feel identical for the first six months

    ⸻

    👤 Host Links
    Josh Peterson: https://www.linkedin.com/in/joshdpeterson/
    Gary Boyle: https://www.linkedin.com/in/garyboyle/

    ⸻

    🚀 Subscribe & Follow BMK Vision
    YouTube: https://www.youtube.com/@beringmckinleyvision?sub_confirmation=1
    Vision Platform: https://beringmckinley.com/vision
    Apply to Be a Guest: https://beringmckinley.com/blog#speaker-form

    ⸻

    🔎 SEO Keywords
    MSP fire bad client, MSP gross profit, AGP, MSP owner pay, MSP P&L review, MSP toxic client, MSP under 5 million, MSP roundtable, BMK Vision Podcast, Bering McKinley

    📝 Credits

    Host: Josh Peterson
    Co-Host: Gary Boyle
    Producer: Bering McKinley
    Episode: #103 - "I Fired a $15K Client and I'm Pissed I Did It."

    29 min
  • #102 - "Why Would I Hire Someone Who Doesn't Know What They're Doing?" | BMK Vision Roundtable

    "Hire green and train them up is a cop out." A frenemy of the show sent that line in an email, and Josh and Gary spend this Roundtable episode taking the position apart. The senior MSP sales hire most owners are chasing is a unicorn — and even if one exists, the affordability math rarely supports it.

    In this conversation, Josh and Gary walk through the harder truth underneath the senior-hire fantasy: below five million in revenue, you don't know what good looks like, and you will be tricked. Salary surfers, the pedestal-prevents-accountability dynamic, and the ninety-thousand-dollar mistake that drags on for six months — all of it is real, all of it is common, and all of it points toward the same answer.

    🎙 What We Cover in This Episode

    - Why the senior MSP sales unicorn is mostly fantasy
    - The affordability matrix — percent of revenue, not revenue they generate
    - You don't know what good looks like — and how that trips every interview
    - Salary surfers and the pedestal-prevents-accountability dynamic
    - Why the owner is the de facto closer and what to actually delegate
    - Opener vs closer — the role split that fits a 1–5 person sales team
    - Where to find green talent — military, athletes, waiters, daily life
    - Always be interviewing — the fortitude move that keeps you out of hostage situations

    ⸻

    👤 Host Links
    Josh Peterson: https://www.linkedin.com/in/joshdpeterson/
    Gary Boyle: https://www.linkedin.com/in/garyboyle/

    ⸻

    🚀 Subscribe & Follow BMK Vision
    YouTube: https://www.youtube.com/@beringmckinleyvision?sub_confirmation=1
    Vision Platform: https://beringmckinley.com/vision
    Apply to Be a Guest: https://beringmckinley.com/blog#speaker-form

    ⸻

    🔎 SEO Keywords
    MSP sales hire, MSP appointment setter, hire green sales, owner-led sales, MSP sales process, opener vs closer, MSP under 5 million, MSP roundtable, BMK Vision Podcast, Bering McKinley

    📝 Credits

    Host: Josh Peterson
    Co-Host: Gary Boyle
    Producer: Bering McKinley
    Episode: #102 - "Why Would I Hire Someone Who Doesn't Know What They're Doing?"

    32 min

About The BMK Vision Podcast

From the publisher's feed

Welcome to The BMK Vision Podcast — the show for MSP leaders, IT professionals, and the vendors who support them. Hosted by the team at Bering McKinley, each episode delivers real-world insights,…