Josh Kotler is a veteran industy road warrior. He started a network integration firm, Datatrends Florida, in 1996, and joined Western Digitech as a minority partner two years later. Within 18 months they had added 22 people! He continued to grow the business thru 2019 when he sold to CompassMSP. After the integration was complete, Josh became the COO and then CEO of the company. As CEO, his focus on M&A resulted in four acquisitions within a year. Since leaving CompassMSP, Josh has been working with private equity to build yet another MSP! His depth and breadth will help you learn:
- How peer group membership can prompt/accelerate organizational change
- How TruMethods enabled him to triple his business, relatively stress free
- Real company improvements start when you recognize that your baby is ugly
- The pain of transitioning from break-fix to managed services.
- Why holding the reins too tightly prevents your business from growing
- Why its better to be good at any tool than to have the 'right' tool. For M&A, tools alignment is not important.
- It's easier to integrate companies that have aligned service packaging
- An organic growth engine might increases your M&A value a full turn, whereas a novel product area might add a half turn.
- Why smaller MSPs are commanding higher valuations today. [Oh wait, Jeff said this!]
- The key to transitioning from a small tech company, and what to do if you can't
- Thoughts on security risk.
- Why valuations for MSPs will be decreasing over the next 5 years.
- Why taking it easy ain't that easy!
- How and why 'merge & sell' usually goes wrong.
Financial Modeling Service provides M&A and Intermediary services to IT companies. As a former IT company owner, Jeff Greenspan understands your business and will work with you to achieve an optimal result based on your specific needs. You can reach Jeff at Jeff.Greenspan@financialmodelingservice.com or through his contact form at https://financialmodelingservice.com/contact-us/.
