Overview:
In this episode of the SMB Community Podcast, hosts James and Amy discuss various topics relevant to the IT and MSP community. The hosts delve into a listener's question on the advisability of borrowing money for business growth, discussing potential pitfalls and safer investment strategies, particularly in mergers and acquisitions. The episode also covers significant industry news, such as the surprising appointment of Rania Sukar as the new CEO of Kaseya, speculating on what changes she might bring to the company. Amy and James share further insights into differentiating MSPs through AI, business direction, and technical leadership, emphasizing the importance of tailoring services to clients' specific business goals. They also discuss financial planning, highlighting trends in 401k savings and offering advice on retirement planning for business owners.
---
Chapter Markers:
00:00 Introduction and Welcome
00:24 Weekend Catch-Up
03:18 MSP Question of the Week: Should a business borrow money for business growth?
06:35 Industry News: New CEO for Kaseya
11:22 Differentiating MSPs in 2025
18:58 Financial Health and Retirement Planning for MSP Owners
27:34 Upcoming Events
29:31 Conclusion and Sign-Off
---
New Book Release:
I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats.
Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve.
Available now on Amazon!
https://a.co/d/f2NKASI
---
Sponsor Memo:
Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6).
If you are interested in either buying, selling, or valuation information, please reach out.
There is alot of activity and you can be a part of it.
For more information, reach out at kernanconsulting.com
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Special Summer Offer: Exclusively on Apple Podcasts, try our Dateline Premium subscription completely free for one month! With Dateline Premium, you get every episode ad-free plus exclusive bonus content.
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!