#61 – From the Trenches: Transformation, Strategy & the Blue Ocean Ahead (James Davis – The TSP Advisory)

This episode dives deep into one of the most important conversations in the MSP industry today: the decision every owner must make—transform or exit.

Josh Peterson is joined by James Davis, a strategy advisor and fractional CSO helping APAC technology companies modernize their business models and unlock new growth.

 

James breaks down why MSPs remain stuck at the $1–2M ceiling, how mindset and identity prevent owners from scaling, and why advisory services, automation, and rethinking your value streams represent the biggest Blue Ocean opportunity the industry has ever seen.

🎙 What We Cover in This Episode

 

• Why most MSPs plateau and how to break free

• The real difference between tactical and strategic MSPs

• Why lifestyle businesses are not a negative—and how to be intentional

• How to uncover an owner’s true motivation and purpose

• Future revenue streams: automation, advisory, and AI

• How to forecast realistically and identify risky revenue

• What Blue Ocean offerings look like for MSPs

• Why now is the most dangerous time to “wait and see”

👤 Guest Links

 

Guest LinkedIn: https://www.linkedin.com/in/jamesdavis-strategy

Guest Website: (none listed publicly; LinkedIn primary profile)

🚀 Subscribe & Follow BMK Vision

 

YouTube (Video Podcast):

https://www.youtube.com/@beringmckinleyvision?sub_confirmation=1

 

Learn More About the Vision Platform:

https://beringmckinley.com/vision

 

Apply to Be a Guest:

https://beringmckinley.com/bering-mckinley-podcast-blog