#10 – From the Trenches - MSP Exit & EOS Lessons (Jeff Wynn)

Jeff joins Josh to unpack a 20-year MSP journey—from turning wrenches to engineering an intentional, values-aligned exit. They cover EOS, ideal client profiles, sales realities, finances, and how to prepare your people and books years before a sale. In this candid “From the Trenches” conversation, Jeff (New River Computing) and Josh rewind two decades of MSP ownership to show how intention beats inertia when it’s time to scale—or sell. Jeff shares how he and his partner evolved from “walking-around money” break/fix to a targeted MSP with a clear Ideal Client Profile (10–100 users, Microsoft 365, security-conscious, regional fit) and a culture built around helping people. They discuss why peer groups and EOS (https://www.eosworldwide.com) gave structure, how separating owner-led sales from consultative selling keeps you selective, and why financial literacy (P&L, balance sheet, EBITDA) is non-negotiable.

Jeff details a five-year runway to exit: cleaning up processes, tightening margins, stress-testing leadership, and protecting employees and clients in the deal structure. He explains the reality of deal cycles (four offers over four years), the importance of verifying IRS S-Corp status early, and the emotional side of “the meeting” where you tell your team—plus why transparency matters before and after close. You’ll also hear practical picks like Huntress (https://www.huntress.com), and how continuous learning at places like Virginia Tech (https://www.vt.edu) and even lessons from the Appalachian Trail Conservancy community (https://appalachiantrail.org) shaped strategy and resilience.

If you’re an MSP owner stuck at a crossroads—professionalize, hire sales, or prepare to exit—this episode gives you a grounded playbook to align values, numbers, and timing. For tools, templates, and coaching to professionalize your MSP and plan an intentional exit, visit https://beringmckinley.com 

[MSP exit] [MSP EOS] [MSP sales strategy] [MSP valuation] [ideal client profile] [managed services leadership] [MSP EBITDA] [MSP peer groups] [IT services acquisition] [MSP finance] [how to sell an MSP business] [MSP due diligence checklist] [owner led sales vs sales reps] [EOS for MSPs] [prepare books for MSP sale] [MSP culture and core values] [building an MSP ICP] [transition plan for MSP staff] [verifying S-Corp status for sale] [consultative selling for MSPs]

#msp , #managedservices , #MSPExit, #eos , #valuation , #smallbusiness , #itservices , #sales , #Leadership, #entrepreneurship , #mergersandacquisitions