A client just got acquired by PE. Here’s what we did.

Last week it happened to us in our MSP. A client we’ve had for years got acquired by a private equity firm. Funny enough, we did a webinar on exactly this topic two weeks ago. I followed my own advice, and I want to share what that looked like in practice. What happened Our client […]

Your clients are drowning in AI noise. Here’s how to help them.

Last night I sat in a room with seven CEOs. These aren’t tech people. They’re business owners running companies with 20, 50, 400 employees. Typical MSP clients. Smart people. Busy people. And every single one of them is stressed about AI. They’re watching viral AI videos, reading AI headlines and posts on LinkedIn, and they’re […]

Be Confident in Your Stack

Too often, I see hesitation when it comes time to recommend a change in the tech stack. Whether it’s swapping out a firewall, ditching a misaligned backup platform, or recommending a different EDR, vCIOs sometimes hold back out of fear of seeming overly pushy. That hesitation is understandable, but it can also be costly. Clients […]

Quick Tips for Building Accurate Budgets

In this first post of our Tips & Tricks series, I’ll explore the steps that set you up for success: ensuring your asset data is complete. Step 1: Check for Missing Asset Information When starting a new budget, I first review the Assets section of the budget. A “Missing Info” section will automatically appear if […]