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Hear directly from the Richardsons as they discuss common problems companies face throughout their development process and how R&R was able to find systematic results to help companies achieve their vision.
Gain control by learning some of the best ways your company can improve and develop. Join the Richardson’s as they discuss what it takes to redefine your vision, execute your strategy and attain your business goals.

All of our webinars are available on-demand, on our YouTube channel.

The Thursday Process

What's The Thursday Process? The Thursday Process is a webinar series hosted by Richardson & Richardson Consulting managing partner Ian Richardson. Every Thursday we host an entrepreneur sharing a process that fundamentally changed their business for the better. Live attendees can download a copy of the process we discuss on the webinar to customize and implement in their own business. Registered attendees may watch the webinar on-demand. This series is appropriate for business owners and leaders in any industry. Who Is Ian Richardson? Ian founded Doberman Technologies in 2005, and successfully exited in 2021. He is a certified Paterson Strat Op guide, focused on helping business owners improve their quality of life by maximizing both their productivity and profitability. Who's Joining Us This Thursday? On July 7, 2022 Ian hosts Gavin Garbutt, the founder of N-Able and Augmentt. The Thursday Process Gavin shares the business planning process he used to found both software companies.
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The Thursday Process - Gavin Garbutt from N-Able and Augmentt

August 5, 2022 12:00 am

Michael Crean, CEO of Solutions Granted What's The Thursday Process? Michael shares the process he uses to transform businesses. The Thursday Process is a webinar series hosted by Richardson & Richardson Consulting managing partner Ian Richardson. Every Thursday we host an entrepreneur sharing a process that fundamentally changed their business for the better. Live attendees can download a copy of the process we discuss on the webinar to customize and implement in their own business. Registered attendees may watch the webinar on-demand. This series is appropriate for business owners and leaders in any industry. Who Is Ian Richardson? Ian founded Doberman Technologies in 2005, and successfully exited in 2021. He is a certified Paterson Strat Op guide, focused on helping business owners improve their quality of life by maximizing both their productivity and profitability.
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The Thursday Process with Michael Crean from Solutions Granted!

October 14, 2022 10:33 am

Mark Shaw, CEO of StoredTech What's The Thursday Process? Mark shares the process he developed to communicate with clients, employees and stakeholders during an acquisition. The Thursday Process is a webinar series hosted by Richardson & Richardson Consulting managing partner Ian Richardson. Every Thursday we host an entrepreneur sharing a process that fundamentally changed their business for the better. Live attendees can download a copy of the process we discuss on the webinar to customize and implement in their own business. Registered attendees may watch the webinar on-demand. This series is appropriate for business owners and leaders in any industry. Who Is Ian Richardson? Ian founded Doberman Technologies in 2005, and successfully exited in 2021. He is a certified Paterson Strat Op guide, focused on helping business owners improve their quality of life by maximizing both their productivity and profitability.
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The Thursday Process with Mark Shaw from StoredTech!

October 27, 2022 12:00 am

Emily Glass, CEO of Syncro What's The Thursday Process? This Thursday we're reviewing the process Emily uses to create healthy remote workforce culture. The Thursday Process is a webinar series hosted by Richardson & Richardson Consulting managing partner Ian Richardson. Every Thursday we host an entrepreneur sharing a process that fundamentally changed their business for the better. Live attendees can download a copy of the process we discuss on the webinar to customize and implement in their own business. Registered attendees may watch the webinar on-demand. This series is appropriate for business owners and leaders in any industry. Who Is Ian Richardson? Ian founded Doberman Technologies in 2005, and successfully exited in 2021. He is a certified Paterson Strat Op guide, focused on helping business owners improve their quality of life by maximizing both their productivity and profitability.
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The Thursday Process with Emily Glass from Syncro - A Process for Healthy Remote Workforce Culture

November 3, 2022 12:00 am

Zach Eikenberry, CEO of Hook Security What's The Thursday Process? Zack shares the process he uses to raise Series A funding. The Thursday Process is a webinar series hosted by Richardson & Richardson Consulting managing partner Ian Richardson. Every Thursday we host an entrepreneur sharing a process that fundamentally changed their business for the better. Live attendees can download a copy of the process we discuss on the webinar to customize and implement in their own business. Registered attendees may watch the webinar on-demand. This series is appropriate for business owners and leaders in any industry. Who Is Ian Richardson? Ian founded Doberman Technologies in 2005, and successfully exited in 2021. He is a certified Paterson Strat Op guide, focused on helping business owners improve their quality of life by maximizing both their productivity and profitability.
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The Thursday Process with Zach Eikenberry from Hook Security

November 10, 2022 1:00 am

When looking at scaling his business, Service Tree CEO Paul Azad knew that he needed process to be able to do it but wasn’t enthusiastic about the creation and adherence to process. Paul and his team sat down to ponder the question of “What is culture” at their organization. When looking at that question, they concluded that culture is created through process. Only by ensuring that everyone was on the same page, had the same information, understood the common objectives, and knew how they fit into forward progress could there be a “healthy” culture created. This webinar will walk attendees through the process utilized in that effort. The Thursday Process is a webinar series hosted by Richardson & Richardson Consulting managing partner Ian Richardson. Every Thursday we host an entrepreneur sharing a process that fundamentally changed their business for the better. Live attendees can download a copy of the process we discuss on the webinar to customize and implement in their own business. Registered attendees may watch the webinar on-demand. This series is appropriate for business owners and leaders in any industry. Who Is Ian Richardson? Ian founded Doberman Technologies in 2005, and successfully exited in 2021. He is a certified Paterson Strat Op guide, focused on helping business owners improve their quality of life by maximizing both their productivity and profitability.
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The Thursday Process With Paul Azad of Service Tree - Building Company Culture

December 1, 2022 1:00 am

Listen to Gavin Garbutt from N-Able and Augmentt share how he and his team have focused on customer experience to create raving fans!
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Turning Clients into Raving Fans

December 8, 2022 12:08 pm

Finding funding for your startup company, whether it is a software company (Like Hook Security), a Managed I.T. provider, or something completely different, is a necessary challenge to tackle. Without operating capital, your organization will be stifled and suffocate under expenses and outlays. You will be unable to hire or retain top talent, invest in research and development, or properly pursue go to market strategies. Cash truly is king when it comes to operations. Asking an investor for funds is just like any other sale – but there is a lot more on the line for winning the deal. Making sure you have a proper strategy for success around presenting your data to potential investors is a must. I had a chance to sit down with my friend Zach Eikenberry, CEO of Hook Security, about how he has pursued funding for their operation on our webinar series, The Thursday Process. He shared some insight about how you must create a narrative to go along with your data if you hope to attract an investor successfully.
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The Strategy of Asking Investors for Funding

January 23, 2023 9:23 pm

The Thursday Process is a webinar series hosted by Richardson & Richardson Consulting managing partner Ian Richardson. Every Thursday we host an entrepreneur sharing a process that fundamentally changed their business for the better. Live attendees can download a copy of the process we discuss on the webinar to customize and implement in their own business. Registered attendees may watch the webinar on-demand. This series is appropriate for business owners and leaders in any industry. Who Is Ian Richardson? Ian founded Doberman Technologies in 2005, and successfully exited in 2021. He is a certified Paterson Strat Op guide, focused on helping business owners improve their quality of life by maximizing both their productivity and profitability. Who is our Guest this week: Nate Tutas is a 15 year sales veteran who's regarded as an expert in sales, sales process, and strategy. As the Head of Partner Success at Membrain, Nate works with some of the top sales consultants across the globe to fulfill Membrain's mission to elevate the sales profession. Having worked with 100's of companies across 17+ countries to implement CRM, sales process, and embedded training, Nate has a unique skill set when it comes to getting the most from your technology.
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The Thursday Process: Sales Process Overview with Nate Tutas of Membrain.com

February 6, 2023 1:30 pm

Learn about how to manage the Upset Customer's mindset in this Thursday Process (http://thursdayprocess.com) clip from Richardson & Richardson (https://randr.consulting/home) with special guest Michael Crean, CEO of Solutions Granted (https://solutionsgranted.com)
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The Thursday Process: The Upset Customer's Mindset

February 6, 2023 1:05 pm

In this Thursday Process Tidbit - Michael Crean, CEO of Solutions Granted (https://solutionsgranted.com) shares the importance of being able to take pride in the work your team is performing. Pride and ownership is an amazing motivator for teams, and Michael and the SG team are focused on doing work that matters. If you're interested in more, take a look at the Richardson & Richardson website (https://randr.consulting/home) or visit the Thursday Process homepage at (http://thursdayprocess.com).
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The Thursday Process: Being Proud of your work featuring Michael Crean from Solutions Granted

February 6, 2023 1:19 pm

In this Thursday Process Tidbit, learn about focusing on doing the right type of work instead of "easy" wins that are not in alignment with your company vision. Michael Crean, CEO of Solutions Granted (https://solutionsgranted.com) shares a cautionary tale about taking "easy win" work that distracts from company mission. If you're interested in learning more, visit the Richardson & Richadson Consulting Website at https://randr.consulting/home or the Thursday Process series page at http://thursdayprocess.com
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Thursday Process: Doing the right work instead of the "easy" win w/ Michael Crean from SG

February 6, 2023 1:28 pm

In this Thursday Process Tidbit, join Michael Crean, CEO from Solutions Granted (https://solutionsgranted.com) as he shares about focusing on doing the right thing for your clients as a strategy. Michael shares that by doing the right thing, always, he's found that the rewards naturally come back around for his organization as a result. In other words - by doing right by his clients, his clients do right by him. For more, visit the Richardson & Richardson Consulting Website at (https://randr.consulting/home) or the Thursday Process series page at (http://thursdayprocess.com)
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Thursday Process: Doing the right thing for your clients with Michael Crean from Solutions Granted

February 6, 2023 1:34 pm

In this Thursday Process Tidbit, join Mark Shaw, CEO of Stored Technology Solutions (https://storedtech.com) as he shares the necessity of performing accurate and thorough due-diligence during an acquisition process. Whether you're performing M&A, or selecting a new vendor, or simply analyzing your client and vendor selections - due diligence is a key skillset to master. For more, visit the Richardson & Richardson Consulting website at https://randr.consulting/home or the Thursday Process series home at http://thursdayprocess.com
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Thursday Process: Due Dilligence is necessary with Mark Shaw, CEO of StoredTech

February 6, 2023 1:46 pm

In this Thursday Process Tidbit, join Mark Shaw, CEO of Stored Technology Solutions (https://storedtech.com) as he shares how his team manages merging company cultures after acquisition. Creating a space where both teams of employees and clients can grow and thrive together is a key consideration for anyone pursuing non-organic growth strategies. For more, visit the Richardson & Richardson Consulting Website at https://randr.consulting/home or the Thursday Process series home at http://thursdayprocess.com
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The Thursday Process: Merging Company Culture with Mark Shaw, CEO, Stored Technology Solutions

February 6, 2023 1:51 pm

In this Thursday Process Tidbit, Zach Eikenberry from Hook Security (https://hooksecurity.co) shares about creating a strategy for approaching potential Investors for funding for your business growth efforts. Regardless of whether you're thinking about approaching a bank for a loan, investors for equity-stake funding rounds, or private individuals for investment capital, the strategy of HOW you approach is critical to have defined before you start asking. For more, visit the Richardson & Richardson website at https://randr.consulting/home or the Thursday Process series homepage at http://thursdayprocess.com
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Thursday Process - Asking Investors for Funding with Zach Eikenberry from Hook Security

February 6, 2023 2:03 pm

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W.I.N. Podcast

Welcome to W.I.N. (What's important now) - the Entrepreneurs podcast about Business Challenges, Achievements, and Opportunities! Join your host, Ian Richardson, from Richardson & Richardson Consulting as he dives into the things that make up business progress! This week's guest is Jennifer Bleam from MSP Sales Revolution. Jennifer Bleam is the founder and head "sherpa" at MSP Sales Revolution. Jennifer is a legend in the IT channel, and her credentials include building numerous multi-million dollar internal divisions for robust and profitable companies, being an award winning speaker, an author with a best-selling book on Amazon and soon to be released on audible (Check the show notes for links), and a member of the CompTIA Emerging Tech Council. When she's not busy helping people raise the tide on cyber security, she enjoys spending time with her husband and three boys, and enjoys traveling, marvel, and is a serious board game competitor.
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Win Season 1, Episode 13 - Jennifer Bleam WINs by being able to pivot and handle curveballs!

September 20, 2022 12:00 am

Welcome to W.I.N. (What's important now) - the entrepreneur's podcast that focuses on Business challenges, achievements, and opportunities. Join your host, Ian Richardson, from Richardson & Richardson Consulting as he sits down with Emily Glass, CEO of SyncroMSP. Emily is president and CEO of Syncro, an all-in-one RMM, PSA, and remote access tool that helps managed service providers run more profitable businesses. Previously, Emily was Customer Experience Officer at Datto, where she created an award-winning technical support experience, and Datto's Chief Product Officer, driving product strategy. Emily has also served in senior leadership positions at Alyce, Backupify, Akamai, and Brightcove. Emily holds degrees in both computer engineering and fine arts.
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W.I.N. Season 1, Episode 12: Emily Glass WINs by focusing on alignment for her team!

September 13, 2022 12:00 am

Welcome to W.I.N. (What's important now) - the entrepreneur's podcast that focuses on Business challenges, achievements, and opportunities. Join your host Ian Richardson, from Richardson & Richardson Consulting as he sits down with Alex Stratilatov from Lansing Legal Group! Alex is a graduate of the Michigan State University College of Law, as well as the University of Wisconsin Whitewater. Bilingual in both English and Russian, Alex is partner at Lansing Legal Group PLLC, where he practices in the focuses of Business and Contract Law, Mediation, and Real Estate. He also focuses on New Business Development. When he's not helping entrepreneurs navigate their legal needs, he spends time with his wife and two dogs. He's a practicing musician and enjoys books about sci-fi and fantasy.
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W.I.N. Season 1, Episode 11 - Alex Stratilatov WINs by putting his customers first!

September 6, 2022 12:00 am

Welcome to W.I.N. (What's important Now?) - The Entrepreneur's podcast series where we talk about challenges, achievements, and opportunities in business! This week, join host Ian Richardson, from Richardson & Richardson Consulting, as he speaks with Scott Davis, Sr. Sales Engineer from Liongard! Scott is an innovative senior technology professional with over twenty years in leading IT infrastructure and network security compliance for organizations of all sizes. Scott serves as the Senior Sales Engineer with Liongard, bringing his in-depth knowledge of multi-year business planning, cybersecurity planning, technology documentation, workflow design, project management, and network design to MSPs around the globe. Scott is an active member on the Security and Compliance team with Liongard. Scott’s background and knowledge of PCI-DSS, HIPAA, NIST, GDPR, CCPA and other state breach notification laws allows Scott the ability to quickly identify and develop a plan to bring organizations to compliance. In addition to being part of Liongard, Scott also teaches at Harrisburg University and NuPaths, produces a weekly video podcast called The Morning Breach, and is the President of the Cybersecurity Association of Pennsylvania.
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WIN Season 1, Episode 10 - Scott Davis from Liongard WINs through a focus on education!

August 30, 2022 12:00 am

Welcome to W.I.N. - What's Important Now! Join Host AND guest Ian Richardson, Managing Partner of Richardson & Richardson Consulting, as he breaks the fourth wall and interviews himself around what areas of focus he and Carrie Richardson have at R&R Consulting. The discussion ranged from impact in the local community, to focus on tasks, time management, and process, and ended on Ian's goal to write a book!
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Win Season 1, Episode 9 - Ian Richardson

August 23, 2022 1:25 pm

Welcome to W.I.N. - What's Important Now, the Podcast where Entrepreneurs share what THEY feel is the most important things to be focusing on. Join host Ian Richardson from Richardson & Richardson Consulting(https://randr.consulting) as he sits down with Nancy Henriquez from Synetek Solutions(https://syneteksolutions.com) for this weeks episode! Nancy Henriquez is VP of Sales and Marketing for Synetek Solutions, a Texas-based Managed Service Provider serving as an outsourced IT department for small and medium sized businesses. In 2008, Nancy co-founded her first IT business at the age of 22 after being in the industry right out of high school. In 2016 she co-founded an award-winning cybersecurity and compliance focused MSP before being acquired in 2021. Nancy is an alumni of the Goldman Sachs 10K Small Business Program, selected as a Champion for the C200 advancing women grant, has been recognized for her DE&I advocacy in the IT Channel, listed as top 100 Women of the IT Channel in 2020, 2021, and 2022, recognized as a Next-Gen Leader in the IT Channel and sits on the board of several IT organization boards. Nancy is also the host of the Business + Tech = Success Podcast which aims to help business owners talk about IT and how it affects business long term as well as in the day to day. The podcast is available on all podcast platforms. Reach Nancy At: https://www.linkedin.com/in/nancysabino/ https://www.instagram.com/nancycsabino/ https://businesstechsuccess.com
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Nancy Henriquez - WIN Season 1, Episode 8

August 16, 2022 12:00 am

Welcome to WIN! (What's important now) - the Podcast where we dive into what's driving businesses forward! Join your host, Ian Richardson, from Richardson & Richardson Consulting, as he sits down with Mark Shaw from StoredTech. Mark is the founder and CEO of Stored Technology Solutions, Inc. Since opening in 2010, he has integrated multiple services to the company, evolving with the ever-changing world of technology. His fearless approach to new business endeavors has led StoredTech to acquire several companies and expand to 5 different offices throughout New York, North Carolina, and the Philippines, growing the company to over 70 employees. Join Ian and Mark as they talk about competition, execution, and keeping customers delighted as a company grows in size and scope! For more episodes of WIN, head to WIN - What's Important Now Podcast - Richardson & Richardson % (randr.consulting)
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W.I.N. Season 1, Episode 7 - Mark Shaw from STOREDTECH

August 9, 2022 12:00 am

Welcome to this week's episode of W.I.N. with Ian Richardson from Richardson & Richardson Consulting! This week join Ian as he sits down with West McDonald from Tigerpaw Software! West McDonald is the #4 ranked influencer in the Top 100 Influencers in the Managed Print Channel and Chief Noise Maker at Tigerpaw Software. His passion is helping his friends and partners find answers by asking questions while keeping an eye on helping their businesses grow in both new and innovative ways. He has a particular knack for helping entrepreneurs navigate a converging, consolidating I.T. channel, achieving subscription billing model success, and simplifying their diverse product portfolios. If you're looking to grow and evolve your business in today's new economy, West is happy to be a resource to help you WIN!
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West McDonald helps his partners WIN by keeping an eye on the future!

August 2, 2022 12:00 am

Welcome to W.I.N. (What's important now!) with Ian Richardson from Richardson & Richardson Consulting! This week, Ian sits down with Josh Kotler from Samson Street Partners. Josh has been in IT services since graduating from the University of Miami nearly 30 years ago. He began selling software and network solutions to law firms, where he learned the basics of running and growing a small business. At 25, he decided that he knew enough to start a business of his own, and with two partners he quickly built a solid IT services company before exiting in 1998 to start a new company. That company – Western Digitech – grew to nearly $7M in annual revenue with best-in-class profitability. In late 2019 he sold that business to CompassMSP where he soon took the reins as CEO, focusing primarily on growth through M&A. Two years and 4 substantial acquisitions later Josh left Compass to start his current venture, Sansom Street Partners, with fellow best-in-class MSP operator and good friend, Dave Davenport. SSP is dedicated to helping MSP owners prepare their companies for the best possible exit, and consults with clients to improve operations, build maturity, and increase profits so that they can sell at the highest price. The MSP industry has given so much to Josh and he is determined to spend the rest of his career helping others enjoy the same success.
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Josh Kotler WINS by helping MSP owners get better value for their business!

July 26, 2022 12:00 am

Dave Poole is a US Army veteran that began his IT services journey in 2008. In his first IT services firm, he was able to move the company from utilizing a break/fix IT support model to leveraging a more robust and profitable Managed IT Services support strategy with a successful exit in 2013. In the years that followed, Dave concentrated on expanding the sales and marketing processes for multiple organizations, helping them navigate and win in the evolving world of tactical B2B IT marketing. His next step was into one of the “big 4” RMM vendors where he ran a national sales team and held a Senior Marketing Manager position. In this role, he launched their global customer marketing program and platform. Today, Dave is the Director of Sales and Marketing for Solutions Granted. This position gives Dave the ability to work with a successful, and growing team of professionals, delivering cybersecurity solutions to MSPs. Join host Ian Richardson from Richardson & Richardson Consulting as he and Dave sit down to talk about standing out in a crowded marketplace, differentiation, and setting sane goals on this weeks episode of What’s Important Now! Learn more about Solutions Granted at https://solutionsgranted.com Connect with Dave on LinkedIn, and tune in next time for another episode of W.I.N.
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Dave Poole WINs through clearly defined differentiation!

July 19, 2022 4:50 pm

Matt Lee has dedicated the last 10 years to raising the security tide in the SMB market. His efforts have served in every capacity in a growing MSP that grew to support 20,000 endpoints. His leadership around technology direction and security/compliance protected and elevated over 17,000 people in Small to midsize businesses in five states. He has since taken on a new role as a force multiplier under Brad Fugitt as the Senior director of Security and Compliance at Pax8. He is driving the external thought leadership to empower MSPs to continue to grow in their security knowledge and operability. He lives to ensure his children maintain the same quality of life we do around technology, which is imperiled daily by threat actors. Join host Ian Richardson from Richardson & Richardson Consulting as he and Matt sit down to discuss WHATS IMPORTANT NOW in the small business Cyber Security Space, as well as dive deep into not only how to survive and thrive through a cyber security incident, but also the opportunity in the market for businesses who are willing to embrace cloud and security as a core strategy for their organization. To learn more about Richardson and Richardson Consulting please follow us on LINKEDIN at: https://www.linkedin.com/company/richardsonandrichardson/ or visit our website at https://randr.consulting To learn more about Matt Lee, please visit his website at https://cybermattlee.com
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W.I.N. Podcast with Matt Lee from PAX8/CyberMattLee.com

July 12, 2022 12:00 am

Ismael (Izzy) Amado is the Founder and CEO of IT Ninjas and believes in empowering and guiding businesses through technology. Join host Ian Richardson from Richardson & Richardson Consulting as he sits down with Izzy and talks about WHAT'S IMPORTANT NOW in the world of Managed I.T. This is an episode you don't want to miss -- Hear how Izzy uses a "superpower" of asking the right questions to the right people to supercharge his business! To learn more about Richardson & Richardson Consulting visit us on LINKEDIN at: https://www.linkedin.com/company/richardsonandrichardson or head over to our Webiste at: https://randr.consulting To learn more about IT Ninjas, visit their social profiles: https://www.facebook.com/itninjas/ https://www.instagram.com/itninjas/ https://www.linkedin.com/company/itninjas/ https://twitter.com/itninjas_/ https://www.youtube.com/channel/UCxJm5lD37aH1t87T7wV3UNg/ https://www.google.com/maps/place//data=!4m2!3m1!1s0x80855f9712c54fa5:0x71718d817266dcbc or visit their website at https://itninjas.tech
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W.I.N. with Ismael Amado of IT Ninjas

July 5, 2022 2:05 pm

Welcome to W.I.N. (what's important now?) - the entrepreneurial podcast where we dive into business challenges, achievements, and opportunities! Join your host, Ian Richardson, from Richardson & Richardson Consulting as he explores what entrepreneurs care about and focus on. This week, Ian hosts Dr. Larry Little, from the Eagle Center for Leadership. Dr. Larry Little is a seasoned visionary, author, entrepreneur, and executive coach. As principal partner and CEO of Eagle Consulting, Eagle Center for Leadership, and the Enrichment Center Group, he walks with leaders both nationally and internationally. His executive coaching footprint spans from Kashmir, India, to Washington D.C. Additionally, he is a much sought after speaker and conference leader. His leadership approach is rooted in the power of relationships: understanding one's own personality and the personalities of those one leads. His work focuses on challenging leaders to strategically perform at a higher level in order to make a difference.
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Dr Larry Little WINs by adapting and maintaining relevance in today's changing landscape!

October 18, 2022 12:00 am

Welcome to W.I.N. (what's important now?) - the entrepreneurial podcast where we dive into business challenges, achievements, and opportunities! Join your host, Ian Richardson, from Richardson & Richardson Consulting as he explores what entrepreneurs care about and focus on. This week, Ian hosts Andrew McIntosh, Founder of 1st Generation Entrepreneurs. Andrew is a life-long tech enthusiast turned entrepreneur. For over 20 years he has been helping people overcome their business challenges through the effective use of technology. In 2006 he founded an IT company as a one-man show, built it up over a period of 15 years, and ultimately sold it in 2021. This journey brought him a wealth knowledge and experience that can't be taught in schools. His mission now is to help other entrepreneurs (especially 1st Gen's, like himself) avoid many of the common mistakes that would set them back or put them at a disadvantage. He's doing that by building a community that connects likeminded people, where they can all help each other overcome challenges and accelerate growth. You can learn more about it by visiting 1stGen.biz
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WIN Season 1, Episode 19, Andrew McIntosh WINs by focusing on giving back to Entrepreneurs!

October 25, 2022 12:00 am

Welcome to W.I.N. (what's important now?) - the entrepreneurial podcast where we dive into business challenges, achievements, and opportunities! Join your host, Ian Richardson, from Richardson & Richardson Consulting as he explores what entrepreneurs care about and focus on. This week, Ian hosts Steve Taylor from RocketMSP. Steve is an IT Professional who has launched and run two successful businesses since age 25. After running his own successful MSP for 7 years he launched RocketMSP to educate MSPs the products that are available to them and how to use them better. He enjoys the challenge of working with smaller firms and startups and loves helping the underdog. When someone comes to Steve with a story about how he has given them the strength to start their own MSP, showed them a new way to provide a service, or helped them save money somehow, he gets totally pumped. Steve built his businesses from nothing and knows how hard it can be to start and grow a business when you've got no money, no help, and the odds are not stacked in your favor. He is proud to be able to help his clients enjoy the same success that he has been able to achieve.
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W.I.N. Season 1 Episode 19 Steve Taylor from RocketMSP WINs by focusing on impact for his community!

November 22, 2022 1:00 am

Welcome to W.I.N. (what's important now?) - the entrepreneurial podcast where we dive into business challenges, achievements, and opportunities! Join your host, Ian Richardson, from Richardson & Richardson Consulting as he explores what entrepreneurs care about and focus on. This week, Ian hosts Laura Biggerstaff from IRON ELK. Laura Biggerstaff is the owner of IRON ELK, a family-owned safety products company headquartered in Greer, SC. We recognize that when it comes to safety apparel, one size does not fit all! Following a successful career in the manufacture of protective apparel, Laura launched her own business in 2016 in the field of safety in the workplace. There was a need in the industry to have safety apparel that fits both men and women. IRON ELK has partnered with manufacturers that have expanded their safety apparel to include sizing for women. IRON ELK is very proud to be a Certified Woman-Owned Small Business (WBENC). As a huge supporter of women in the trades, Laura offers her time to several groups that support the importance of encouraging young women to take on non-traditional roles. Laura is the co-founder of Women Confidence Builders in the Upstate of South Carolina. Our Mission is to Educate, Mentor, Disciple, and Empower women and girls while encouraging their growth and building confidence.
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W.I.N. Season 1 Episode 20 Laura Biggerstaff WINs by focusing on womens' confidence in the workplace

December 6, 2022 1:00 am

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MSP Exit Series

In this six part series, managed services industry veterans, MSPs who have completed successful transactions in the last 12 months, and financial planning experts will share with you the things you'll need to consider when you're considering exiting from your IT business. This is part two in the series, where we discuss the many reasons why a smaller MSP may choose to exit to a larger MSP, or "tuck in" to their platform. Entrepreneurship is stressful, and many IT business owners may find they thrive in one role (technology) and struggle in others (sales, marketing, HR, finance). Wearing all hats and failing to move the needle year after year creates challenges in your personal life and many MSPs wonder "should I just go get a job?" There are ways to sell your business that allow you to do what you love and continue to build your wealth as an entrepreneur. Join us for one or all of the events, with a final event live in November 2022, connecting potential buyers and sellers who wish to meet and network. Agenda What are the benefits of joining forces with a larger business? How do you negotiate the "tuck in" of your business? Finding your genius zone in a new position. Pros and Cons Creative exit structure: there is a buyer for every seller.
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MSP Exit Series Part 2: Economies of Scale

August 18, 2022 12:30 pm

In this six part series, managed services industry veterans, MSPs who have completed successful transactions in the last 12 months, and financial planning experts will share with you the things you'll need to consider when you're considering exiting from your IT business. In part one, we'll discuss liquidity, equity, investment strategies for small business owners and some of the ways you can structure an advantageous exit for yourself - regardless of the size of your business. Join us for one or all of the events, with a final event live in November 2022, connecting potential buyers and sellers who wish to meet and network. Agenda Liquidity events - what you can you do with your equity? Types of sales structure and the pros and cons of each. Planning in advance: tax strategy for small business owners. Can I have more than one exit? Creative exit structure: there is a buyer for every seller. PRESENTER INFO Name Reuben Levinsohn Title Partner, Washington Avenue Advisors Bio Reuben has been an avid entrepreneur since his early 20's. He started his first business with a national home improvement company while attending Michigan State University for a Finance degree. He grew this business to become one of Michigan's largest painting and home maintenance companies before he sold it the age of 30. He then pursued his passion of helping people make smart life and wealth choices as a registered financial advisor and maintains advisory and fiduciary relationships with select clients. Over the past decade he developed a series of workshops and resources designed to help young entrepreneurs and medical professionals make smart financial choices early in their career. Reuben has given lectures to hundreds of groups throughout the country and has developed a Financial Roadmap program to guide business owners and medical professionals through the development and implementation of their custom financial plans. Reuben has been an angel investor, advisor, and mentor to several startup companies and founders since 2015. He and his partners founded Washington Avenue Ventures where they focus on investing, consulting, and partnering with early stage and growth stage companies looking to transition, scale, or exit. Carrie Simpson Host, Your IT Webinars Carrie helps IT companies grow by increasing their opportunities to connect with technology dependent and technology strategic small business owners. Name Ian Richardson Title Managing Partner, Richardson & Richardson Consulting Bio Ian is the managing partner of Richardson & Richardson Consulting. He founded Doberman Technologies, a nationally recognized MSP that has continually been lauded by the media for their fast growth, and successfully exited in December 2021. Ian is a certified Paterson Center StratOp facilitator. He specializes in helping his clients grow, and works with businesses of all sizes to help them gain perspective and plan for their exit. Name Christopher Vollmond-Carstens Title Vice President, Corporate Development Bio Christopher Vollmond-Carstens joined Ntiva in September 2020 as the VP of Corporate Development to lead the company’s M&A and integration activities. His prior experience includes building a corporate development practice at TOMIA, consulting at Deloitte, private equity at GE Energy Financial Services, and investment banking at Morgan Stanley. Christopher received a BA in Economics from Williams College and an MBA from the Darden School of Business at the University of Virginia.
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MSP EXITS part one: Is now the right time to sell your MSP?

July 21, 2022 1:30 pm

Join Carrie Richardson (Simpson) [Founder of Managed Sales Pros, Partner and Co-Founder of Richardson & Richardson Consulting, and 3 time 7 figure business founder], Ian Richardson [Founder of Doberman Technologies, CEO of Managed Sales Pros, Managing Partner and Co-Founder of Richardson & Richardson Consulting] and Jay Cook [Financial Analyst at AAI Financial Group] as they discuss Buying and Selling Managed Services Providers, as well as what to expect during the process and different strategies to get to your exit. Highlights include - Reasons to buy and sell a Sub $1M EBITDA MSP - What to expect during the process of selling - Things to perform before you sell your company - Considerations to keep in mind
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Non Traditional MSP Exits

May 26, 2022 4:48 pm

In this six part series, managed services industry veterans, MSPs who have completed successful transactions in the last 12 months, and financial planning experts will share with you the things you'll need to consider when you're considering exiting from your IT business. In part three, we are discussing the differences between an "EBITDA" grab acquisition vs. an intentional culture fit acquisition. Many business owners would consider exiting sooner if they knew how it would impact their team. Culture fit concerns can create anxiety for both the buyer, and the seller and potentially blow up what might have otherwise been an excellent offer. Team Retention Seller Concerns: Preservation of Legacy Seller Concerns: Career Path Non-traditional exit structures: family ownership transitions Non-traditional exit structures: employee ownership Evaluating culture pre-transaction
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MSP Exit Series August 2022

September 15, 2022 4:19 pm

The MSP Exits Series is a six part series focused on helping MSP business owners make informed decisions on how and when to exit their IT companies. In the third part of this series, learn what due diligence looks like for a business sale, including how to prepare well in advance for the highest possible valuation before you begin looking for the right buyer. Agenda: What does due diligence look like? What do I need to have prepared in advance? Financial modeling scenarios - "If I do x, what would my business worth?" How do I create the business plan I'll need to satisfy lender requirements? Can I grow my business faster than I have historically in order to boost my exit multiple?
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MSP Exit Series September 2022 - What do you need to sell your MSP?

October 20, 2022 12:00 am

In this edition of MSP Exits - join Ian and Carrie Richardson as they are joined by Stephen Friedkin, CEO of Ntiva, as they dive into how to find a buyer for your MSP.
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MSP Exits - October 2021, How to find a buyer for your MSP

February 16, 2023 5:33 pm