In this episode of Academy Live, Pax8 welcomes Larry Cobrin, Founder and CEO of MSPCFO, to break down how MSPs can improve profitability by treating their client base like a portfolio. Larry explains the portfolio approach to identifying top and bottom performing clients, digging into why performance varies, and making data-driven changes that improve margins. 🔑 Key Topics Covered: ✅ Treating clients as a portfolio to identify strengths and weaknesses ✅ Basics of agreement pricing and defining value ✅ Using data analysis to improve margins ✅ Turning insights into accountability within peer groups ✅ Real-world impact: how MSPs are reaching major revenue milestones 📌 Whether you’re questioning if your data is “good enough” or looking for a strategy on uncovering opportunities hidden in your PSA, this episode offers practical insights to help you take action - one client at a time.
🔗 Check out Larry’s Academy Course: https://academy.pax8.com/learn/courses/6841/unlocking-revenue-potential-introducing-mspcfo-insights 🔗 Interested in MSPCFO? Get it here → 🔹 MSPCFO Basic MSPCFO Basic gives MSPs the visibility to fix data gaps, track employee productivity, and analyze agreements for smarter, more profitable operations. https://app.pax8.com/products/cbdc77a5-7618-4763-b8fb-0607364e6e83 🔸 MSPCFO Premium MSPCFO Premium takes profitability further with client P&Ls, client ranking insights, and revenue growth analysis to maximize margin and scale with confidence. https://app.pax8.com/products/06d805c1-c77f-4080-8aaf-fd458d1c6db5 🔗Check out Larry’s first appearance on Academy Live: https://www.youtube.com/watch?v=nBpDKVys5Zw 👍Like and 🔔Subscribe to stay up to date on our latest episodes. Remember, we’re live 🔴 on YouTube with NEW episodes every other Tuesday at 2 PM MT.
🗓️ This episode was previously streamed on Youtube on 09/16/2025
⎯⎯⎯⎯⎯⎯⎯⎯ CONNECT WITH THE HOSTS Rex Frank | Vice President of Academy | Pax8 https://www.linkedin.com/in/rexfrank/ Chris Kaiser | Director of Peer Initiatives | Pax8 https://www.linkedin.com/in/ckaisercsquared/ Amanda Glidden | Director of Academy Content | Pax8 https://www.linkedin.com/in/amandafglidden/
⎯⎯⎯⎯⎯⎯⎯⎯ CONNECT WITH THE GUESTS
Larry Cobrin | Founder and CEO | MSPCFO https://www.linkedin.com/in/larry-cobrin/
⎯⎯⎯⎯⎯⎯⎯⎯ LINKS Pax8 Academy Homepage https://tinyurl.com/y4m8d3cd Become a Partner with Pax8 Academy https://signup.pax8.com/?lang=EN_US ⎯⎯⎯⎯⎯⎯⎯⎯ ☁ Pax8 Beyond 2026 ☁ Learn more about our partner event: https://www.pax8beyond.com/
☁ Learn More About Pax8 ☁ Why Pax8? - http://pax8.io/H1MI50NFhHl Explore our cloud marketplace - http://pax8.io/Ix0450NFhI9 ☁ Subscribe To Our Channel ☁ Never miss an episode of Academy Live - http://pax8.io/5yxJ50JJ3Z3 ☁ Follow Us ☁ LinkedIn - http://pax8.io/1jFu50JJ423 Twitter - http://pax8.io/AAth50JJ42u Facebook - http://pax8.io/A4gR50JJ43f ☁ Shop Pax8 Club ☁ See our collection of softwear - http://pax8.io/5xUR50NFhJb
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