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

The Thursday Process

Join host Ian Richardson from Richardson & Richardson Consulting (https://randr.consulting/home) as he interviews George Bardissi, CEO of BVoIP (https://bvoip.com) and MSP Initiative (https://mspinitiative.com) as they dive into George's process for throwing absolutely out of this world parties. George shares his process to properly plan and manage successful events of up to 1000 people. 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: Israel Lang has been in the I.T. channel for 25 years. Throughout his career, and especially over the past 8 years through consulting first and 3 years of practical application, he has noticed a trend around capacity management of service teams. He observed a trend of guess work and a lack of standard practices / metrics for service team human capital capacity management. This process has stemmed out of a desire to move past general best practice conversations and stop expecting service teams to just "deal with it" and stop having Service teams hold the bag poor managerial and sales practices.
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Thursday Process ft George Bardissi from BVoIP - A Process for event management

May 1, 2023 2:15 pm

Join host Ian Richardson from Richardson & Richardson Consulting as he sits down with Israel Lang from NRTGuides to discuss how service teams can measure and manage their delivery team capacity in an effective yet simple fashion. 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: Israel Lang has been in the I.T. channel for 25 years. Throughout his career, and especially over the past 8 years through consulting first and 3 years of practical application, he has noticed a trend around capacity management of service teams. He observed a trend of guess work and a lack of standard practices / metrics for service team human capital capacity management. This process has stemmed out of a desire to move past general best practice conversations and stop expecting service teams to just "deal with it" and stop having Service teams hold the bag poor managerial and sales practices.
YouTube Video UExDS1hYZkYzVjU1TnBQc3JDR19rdVNJT3RNcERRbllpdC4xOTEzQzhBQzU3MDNDNjcz

Thursday Process ft Israel Lang from NRTGuides - A Process for measuring service team capacity

May 1, 2023 2:14 pm

Join host Ian Richardson from Richardson & Richardson Consulting (https://randr.consulting/home) as he interviews Jennifer Bleam, CEO and Founder of MSP Sales Revolution (https://mspsalesrevolution.com) while they discuss how to properly strategize and create meaningful marketing content and collateral. Who's Joining Us This Thursday? Jennifer Bleam, Founder of MSP Sales Revolution What's The Thursday Process? Jennifer shares the process she uses to create marketing content. 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.
YouTube Video UExDS1hYZkYzVjU1TnBQc3JDR19rdVNJT3RNcERRbllpdC5BRjJDODk5REM0NjkzMUIy

Thursday Process ft. Jennifer Bleam, CEO of MSP Sales Revolution: A process for content creation

May 1, 2023 2:11 pm

Join host Ian Richardson from Richardson & Richardson Consulting (https://randr.consulting/home) as he interviews Bob Coppedge, CEO and Founder of Simplex IT (https://simplex-it.com) as they discuss how to properly identify the key stakeholders in IT teams at organizations. 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: My name is Bob Coppedge. In 2018 I created a model of Co-Managed IT services we call “CoMITs”. I’ve written two books on this model, and became the first in the industry to offer this service in a structured way. With over 40 years in the Information Technology industry, I’ve worn just about every hat there is: Developer, Network Engineer, IT Director, Chief Information Officer and Consultant. That’s a large part of the reason why this Co-Managed IT services model made so much sense to me and continues to make so much sense for our partners. If you’re a fellow MSP and would like add Co-Managed IT Provider services please email Bob@Simplex-It.com with the word “Co-Managed” in the subject line.
YouTube Video UExDS1hYZkYzVjU1TnBQc3JDR19rdVNJT3RNcERRbllpdC40QTA3NTU2RkM1QzlCMzYx

The Thursday Process ft. Bob Coppedge, CEO of Simplex IT - a process for identifying IT Stakeholders

May 1, 2023 2:07 pm

Join host Ian Richardson from Richardson & Richardson Consulting (https://randr.consulting/home) as he interviews Jason Baker, CEO and Partner at the Paterson Center (https://patersoncenter.com) around implementing a strategic management process for your business. Thursday Process with Jason Baker from Paterson Center: A Process for Strategic Management WEBINAR DETAILS About 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 is our Guest this week: Jason thrives on coaching leadership teams to maximize their impact and is driven to help clients achieve breakthroughs by effectively implementing strategic planning and resource synergy. He is well versed in all areas of strategic leadership, and guides clients in a variety of sectors, including small and large business, ministries, non-profits, schools and sports teams. He serves Paterson as CEO, Partner, and provider of perfect sports analogies. Jason graduated from the University of Iowa Tippie School of Business and completed the Executive Program for Business Management and Entrepreneurship at the Pennsylvania University Wharton School of Business. He is also a certified StratOp® and LifePlan® Guide. He lives in North Carolina with his wife and two children.
YouTube Video UExDS1hYZkYzVjU1TnBQc3JDR19rdVNJT3RNcERRbllpdC45RjNFMDhGQ0Q2RkFCQTc1

The Thursday Process featuring Jason Baker, CEO Paterson Center - A Process for Strategic Management

May 1, 2023 1:58 pm

Joing Host Ian Richardson from Richardson & Richardson Consulting (https://randr.consulting/home) as he interviews Damien Stevens, CEO & Founder of Servosity (https://servosity.com) about how to properly implement a process to test your disaster recovery strategy to minimize the risk of data loss or other undesirable outcome from a technology disaster! 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: Servosity, founded by Damien Stevens, is a backup and disaster recovery solution that brings a new twist to the industry; backups that are managed for you. After trusting screenshots and subsequently losing a client’s data as an MSP himself, Damien set off to find a way to keep other MSPs from facing the same fate. Servosity boasts all of the shiny new technology that other companies do, but the big differentiator comes from Servosity engineers completing the daily testing and full management of your backups. Agenda Starts at 2 Minutes past 11.30AM HOUSEKEEPING AND DISCLAIMERS INTRODUCTIONS TOPIC OF THE DAY AND BACKGROUND PROCESS DEEP DIVE MANAGEMENT INFRASTRUCTURE AND LESSONS LEARNED ABOUT OUR GUEST QUESTIONS AND ANSWERS
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The Thursday Process with Damien Stevens from Servosity - a process for disaster recovery testing

May 1, 2023 1:39 pm

Join Host Ian Richardson from Richardson & Richardson Consulting (https://randr.consulting/home) as he is joined by Michael Bommarito, Co-founder and CTO of Licens.IO (https://licens.io). Ian and Michael explore and discuss the concept of data monetization, and walk through a process you can use to evaluate whether or not the data you are collecting has the potential to be monetized for profit. 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. He is the co-founder and managing partner of Richardson & Richardson Consulting. Who is our Guest this week: Michael Bommarito is the Co-founder and CTO at licens.io licens.io helps organizations create value and manage risk when they build, buy, and sell software and data products. Some backstory: Michael and his business partner and wife Jillian spent a lot of time in the financial industry. They would often come across a business, or sometimes "just a guy" that had an incredible amount of data that they had collected. For example: The business owner might have collected data about empty spots in their mall parking lot, or counted empty rail cars on a train. Working with Michael and Jill, they were able to monetize that data for tens of thousands of dollars. Michael and Jill recognize that most business owners do not realize the value of their proprietary data. Systematic observations around data, combined with format, structure, process, and support can turn your company data into a goldmine - especially when determining an exit valuation. This is the process that Michael uses to help organizations determine if their data can be monetized; and outlines the steps business owners can take to begin collecting and nurturing their proprietary data. Agenda Starts at 2 Minutes past 11.30AM HOUSEKEEPING AND DISCLAIMERS INTRODUCTIONS TOPIC OF THE DAY AND BACKGROUND PROCESS DEEP DIVE MANAGEMENT INFRASTRUCTURE AND LESSONS LEARNED ABOUT OUR GUEST QUESTIONS AND ANSWERS
YouTube Video UExDS1hYZkYzVjU1TnBQc3JDR19rdVNJT3RNcERRbllpdC5CMEQ2Mjk5NTc3NDZFRUNB

Thursday Process with Michael Bommarito from Licens.IO - A Process for evaluating data monetization

May 1, 2023 1:37 pm

Join Ian Richardson from Richardson & Richardson Consulting (https://randr.consulting) and Matt Lee from Pax 8 (https://pax8.com)/ CyberMattLee (https://cybermattlee.com) as they discuss and elaborate on a process for adopting cyber security frameworks for your small business. 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: 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. Agenda Starts at 2 Minutes past 11.30AM HOUSEKEEPING AND DISCLAIMERS INTRODUCTIONS TOPIC OF THE DAY AND BACKGROUND PROCESS DEEP DIVE MANAGEMENT INFRASTRUCTURE AND LESSONS LEARNED ABOUT OUR GUEST QUESTIONS AND ANSWERS
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Thursday Process: Adopting Cyber Security Frameworks with Matt Lee from Pax8

May 1, 2023 1:15 pm

Join Host Ian Richardson from Richardson & Richardson Consulting (https://randr.consulting/home) as he interviews Taher Hamid from MSP Camp (https://msp-camp.com) around the process and methodology of making vertical marketing campaigns that will attract your target customers and get high engagement! 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: Taher Hamid started as a Marketing Intern at Alltek Services 7 years ago while going through graduate school at USF. After building the marketing foundation of the company, he was quickly promoted to Marketing Manager. He now serves as the Vice President and manages the Marketing, Account Management, and Sales team at Alltek Services. In the MSP Space, Marketing is a marathon not a sprint. The initiatives Taher began in his early years at Alltek now consistently provide new leads every month. He has helped grow Alltek from a small IT shop with 3 employees, to a multi-million-dollar MSP with a staff of 23. He is passionate about educating the MSP community on good marketing. Most MSPs are great in the technical and operations side of the business, but lack in marketing and sales. Taher created MSP Camp as his passion project. This website provides Free comprehensive guides to MSPs to help them get their marketing to deliver leads… not just invoices. He serves as the President and has a team of 5 helping him create resources and campaigns to help his peers grow! Agenda Starts at 2 Minutes past 11.30AM HOUSEKEEPING AND DISCLAIMERS INTRODUCTIONS TOPIC OF THE DAY AND BACKGROUND PROCESS DEEP DIVE MANAGEMENT INFRASTRUCTURE AND LESSONS LEARNED ABOUT OUR GUEST QUESTIONS AND ANSWERS
YouTube Video UExDS1hYZkYzVjU1TnBQc3JDR19rdVNJT3RNcERRbllpdC41QUZGQTY5OTE4QTREQUU4

Thursday Process with Taher Hamid from MSP Camp: A Process for Vertical Marketing Campaigns

May 1, 2023 1:29 pm

In this Thursday Process Tidbit, Join our guest Emily Glass, CEO of Syncro (https://syncromsp.com), as she shares her secret weapon of making sure new employee onboards are smooth as silk by documenting every part of their first 90 days of employment. For more, visit the Richardson & Richardson Consulting website at https://randr.consulting/home or the Thursday Process landing page at http://thursdayprocess.com
YouTube Video UExDS1hYZkYzVjU1TnBQc3JDR19rdVNJT3RNcERRbllpdC43NDhFRTgwOTRERTU4Rjg3

Thursday Process: Document Everything for the First 90 Days of Employment with Emily Glass, Syncro

March 8, 2023 12:00 am

In this Thursday Process Tidbit, join our guest Emily Glass, CEO of Syncro, as she shares how to gather great questions and feedback as a leader in your organization. Emily shares a key strategy she has used to ensure that barriers, roadblocks, concerns, and comments get shared by all parties, even those who might normally not participate in a feedback process. For more, visit the Richardson & Richardson Consulting Website at https://randr.consulting/home or the Thursday Process landing page at http://thursdayprocess.com
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Thursday Process: How To Gather Great Questions & Feedback As a Leader ft. Emily Glass from Syncro

March 7, 2023 12:00 am

In this Thursday Process Tidbit, Join our guest Emily Glass, CEO of Syncro (https://syncromsp.com) as she shares the importance of presenting messaging and vision repeatedly across multiple mediums and formats to ensure everyone on your team has an opportunity to consume it in the way that best suits them. For more, visit the Richardson & Richardson website at https://randr.consulting/home or the Thursday Process landing page at http://thursdayprocss.com
YouTube Video UExDS1hYZkYzVjU1TnBQc3JDR19rdVNJT3RNcERRbllpdC5DMkU4NTY1QUFGQTYwMDE3

Thursday Process: Repeat Messages Across Multiple Formats ft. Emily Glass from Syncro

March 6, 2023 12:00 am

In this Thursday Process Tidbit, join our guest Taher Hamid, Camp Leader from MSP Camp (https://msp-camp.com), as he dives into the importance of creating vertical specific marketing content to support your business' growth strategy! For more, visit the Richardson & Richardson Website at https://randr.consulting/home or the Thursday Process landing page at http://thursdayprocess.com
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Thursday Process: The importance of creating vertical specific content ft Taher Hamid, MSP Camp

February 6, 2023 2:38 pm

In this Thursday Process Tidbit, join our guest Taher Hamid, Camp Leader from MSP Camp (https://msp-camp.com), as he shares how to select a theme for a marketing campaign to target new prospective clients for your business! For more, visit the Richardson & Richardson Consulting website at https://randr.consulting/home or the Thursday Process landing page at http://thursdayprocess.com
YouTube Video UExDS1hYZkYzVjU1TnBQc3JDR19rdVNJT3RNcERRbllpdC5DQ0MyQ0Y4Mzg0M0VGOEYw

Thursday Process: How to pick a theme for a marketing campaign ft. Taher Hamid from MSP Camp

February 6, 2023 2:35 pm

In this Thursday Process Tidbit, join our guest Taher Hamid, Camp Leader from MSP Camp (https://msp-camp.com) as he shares the importance of dedicating an appropriate level of budget to Marketing as a percentage of gross revenue. For more, visit the Richardson & Richardson Consulting website - https://randr.consulting/home or the Thursday Process landing page at http://thursdayprocess.com
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Thursday Process: How Much Gross Revenue Should Be Allocated To Marketing ft. Taher Hamid, MSP Camp

February 6, 2023 2:32 pm

In this Thursday Process Tidbit, join our guest Scott Wright, CEO and founder of Click Armor (https://clickarmor.ca), as he shares best practices on how to grow your LinkedIn network to improve your ability to pursue a thought leadership marketing strategy! For more, visit the Richardson & Richardson Website at https://randr.consulting/home or the Thursday Process landing page at http://thursdayprocess.com
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Thursday Process: Making New LinkedIn Connections with Scott Wright from Click Armor

February 6, 2023 2:29 pm

In this Thursday Process Tidbit, join our guest Scott Wright, CEO and Founder of Click Armor (https://clickarmor.ca) as he shares how to easily make thought leadership presentations less of a challenge for a webinar based marketing strategy. For more, visit the Richardson & Richardson website at https://randr.consulting/home or the Thursday Process landing page at http://thursdayprocess.com
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Thursday Process: Creating Slides for Webinars ft. Scott Wright from Click Armor

February 6, 2023 2:24 pm

In this Thursday Process Tidbit, join our guest Jennifer Bleam, CEO and founder of MSP Sales Revolution (https://mspsalesrevolution.com), as she shares the importance of having your content aligned with your organization's brand. For more, visit the Richardson & Richardson Website at https://randr.consulting/home or the Thursday Process landing page at http://thursdayprocess.com
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Thursday Process: Your Content Should Align With Your Brand ft. Jennifer Bleam, MSP Sales Revolution

February 6, 2023 2:21 pm

In this Thursday Process Tidbit, join guest Jennifer Bleam, CEO of MSP Sales Revolution (https://mspsalesrevolution.com), as she shares why it is critical that content creation for your business MUST be a defined process that you honor and adhere to for success. For more, visit the Richardson & Richardson website at https://randr.consulting/home or the Thursday Process landing page at http://thursdayprocess.com
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Thursday Process: Creating Content Should Be A Process with Jennifer Bleam from MSP Sales Revolution

February 6, 2023 2:17 pm

In this Thursday Process Tidbit, join guest Paul Azad, CEO and founder of Service Tree (https://service-tree.com) as he shares the value of hiring a strategic facilitator to help him and his team implement a strategic plan, management system, and corporate culture based around those items. For more, visit the Richardson & Richardson Consulting website at https://randr.consulting/home or the Thursday Process landing page at http://thursdayprocess.com
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The Thursday Process: Hiring a Strategic Facilitator ft. Paul Azad, CEO of Service Tree

February 6, 2023 2:14 pm

In this Thursday Process Tidbit, join guest Paul Azad from Service Tree (https://service-tree.com) as he shares how to understand the building blocks of company culture, and creating those blocks through a focused process. For more, visit the Richardson & Richardson Consulting Homepage at https://randr.consulting/home or the Thursday Process landing page at http://thursdayprocess.com!
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Thursday Process: Understanding The Building Blocks Of Company Culture ft. Paul Azad, Service Tree

February 6, 2023 1:48 pm

In this Thursday Process Tidbit, join us as we explore writing pitch decks for investors with guest Zach Eikenberry, CEO of Hook Security (https://hooksecurity.co). Zach shares some key tips and tricks on how to develop your pitch deck when you're seeking outside funding for your business' growth strategy! For more, visit the Richardson & Richardson Website at https://randr.consulting/home or the Thursday Process landing page at http://thursdayprocess.com
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Thursday Process - Writing Pitch Decks for Investors with Zach Eikenberry from Hook Security

February 6, 2023 1:44 pm

In this Thursday Process Tidbit, join Zach Eikenberry, CEO of Hook Security (https://hooksecurity.co) as he shares how to prioritize where you invest your time when seeking outside investor funding. Not all investors will treat your organization equally as part of their portfolio - understanding who the right type of investor is for you will be necessary to preserve your most valuable resource - your time. For more visit the Richardson & Richardson website at https://randr.consulting/home or the Thursday Proces series landing page at http://thursdayprocess.com
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Thursday Process - Where to invest your time seeking funds with Zach Eikenberry from Hook Security

February 6, 2023 1:40 pm

In this Thursday Process Tidbit, join Jennifer Bleam, CEO and Founder of MSP Sales Revolution (https://mspsalesrevolution.com) as she shares her goal and strategy of using longform content, created on a cadence, to support her creation of a "content bank" to allow her and her team space for vacations, time away, and other endeavors while keep consistent & quality content being delivered on a set schedule. For more, visit the Richardson & Richardson Consulting website at https://randr.consulting/home or the Thursday Process series landing page at http://thursdayprocess.com
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Thursday Process - Creating A Content Bank from Longform Content ft. Jennifer Bleam

February 6, 2023 1:20 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 1:03 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 12:51 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 12:46 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 12:34 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 12:28 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 12:19 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 12:05 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 12:30 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 8:23 pm

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 11:08 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 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 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 2, 2022 11:00 pm

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 26, 2022 11:00 pm

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 9:33 am

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 4, 2022 11:00 pm

W.I.N. Podcast

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 dives into the types of growth every MSP should focus on.
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Ian Richardson WINs by focusing on growth

January 24, 2023 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 reflects on the importance of developing processes and building documentation.
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W.I.N. Season 2 Episode 3 Ian Richardson WINs by developing processes and documentation

January 17, 2023 9:14 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 dives into the services R&R have to offer.
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W.I.N Season 2 Episode 2 - Ian Richardson WINs by helping companies strategically plan their success

January 11, 2023 9:28 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 Greg Schaffer, Founding Principal of vCISO Services, launched in 2017 to combat the growing threat of cyber-attacks to SMBs with part-time seasoned executive information security expertise at a fraction of the cost of hiring a full-time CISO.
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W.I.N. Season 2 Episode 1 Greg Schaffer WINs by taking a holistic approach to information security

January 3, 2023 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 Erica Owens, Founder of Frugal on the Fly, a nonprofit encouraging people to find joy by engaging with their local community by way of spontaneous adventures and acts of kindness. Erica empowers people to live their best life on a budget by promoting free + cheap experiences in Metro Detroit. She also hosts events gathering or offering resources - free produce giveaways, popup little free libraries, coat giveaways, diaper drives, toiletry drives, nonperishable food giveaways, voter registration, feeding the unhoused, spearheading a women's shelter remodel, food rescue, school supply giveaways, and keeping voters warm at the polls.
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WIN Season 1 Episode 23 Erica Owens WINs by providing resources and activities for Detroit families

December 28, 2022 12:44 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 Jennifer Brine, owner of aneufit, a fitness company focusing on mobility for aging clients.
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W.I.N. Season 1 Episode 22 - Jennifer Brine WINs By Bringing Higher Quality Care

December 20, 2022 10:11 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. ANNA MARIA FLORIO, the owner of La Cucina at the Market, is a Philadelphia native and the daughter of Italian-born parents from the Campania region of Italy. Learn more about La Cucina at the Market here: https://www.lacucinaatthemarket.com/
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W.I.N. Season 1 Episode 21 Anna Maria Florio WINs by pivoting during a pandemic

December 13, 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 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 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 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 24, 2022 11:00 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 17, 2022 11:00 pm

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 19, 2022 11:00 pm

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 12, 2022 11:00 pm

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 5, 2022 11:00 pm

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 29, 2022 11:00 pm

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 12:25 pm

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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 11:30 am

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 12:30 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 3:48 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 3:19 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 19, 2022 11:00 pm

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 4:33 pm