About Us

We helped pioneer the MSP model!

We’re multi-award-winning MSP business growth experts that helped pioneer the evolution and growth of managed services, and thousands of MSPs use our strategies to grow profitable businesses.

Companies we've recently worked with

Our company

Our focus and passion is to provide effective business growth strategies and programs for IT Solution, Cloud, Cybersecurity, and Managed Services Providers.

We work with you and your leadership to ensure your vision and objectives are clearly understood and develop a strategy to realize them.

A successful Exit Strategy requires the ability for your managed services organization to operate efficiently and profitably in your absence. We can help you structure a solid succession plan to realize this goal.

Our numerous vendor relationships allow us to rapidly introduce you to the key strategic partnerships you need to help build your managed services solution stack, gain MDF, and increase MRR revenues.

We streamline operational processes to increase managed services efficiencies and bring clarity to financials to improve bottom-line profits.

We’re experts at building the right bundles and tiers of products and managed services, pricing them for maximum profit, and creating calculators to speed up pricing activities.

Our Managed Services and Project Proposals, Agreements, SOWs, and SLAs are designed to maximize buying temperature and dramatically improve profit margins.

We maximize managed services help desk and onsite service utilization and profitability via proper incident management and project kickoff, phase review, and change management processes.

We work with you and your leadership to ensure your vision and objectives are clearly understood and develop a strategy to realize them.

We share the most effective and highest ROI-generating managed services marketing and lead-generation strategies to fill the top of the sales funnel.

We’ve perfected the consultative Managed Services sales process for over 30 products and solutions your customers are buying today.

We restructure the focus of QBRs and their agendas by introducing our Technology Roadmapping and solution budgeting processes that consistently identify new revenue opportunities.

We’ve helped dozens of M&A clients grow revenues, acquire key talent and add complementary solutions and services to their offerings while increasing profitability and eliminating operational gaps and bottlenecks via acquisition.

Our experience and expertise at helping IT and Managed Services business owners transform their businesses to operate at the highest performance and profits have led them to realize the highest valuation during strategic exits.


We maximize managed services help desk and onsite service utilization and profitability via proper incident management and project kickoff, phase review, and change management processes.

20 +
Years of IT Channel Experience

We’ve been helping IT business owners since the early 2000’s overcome business challenges and achieve exponential MRR growth.

600 +
Strategic Coaching and Consulting Engagements

Our insights and methodologies have been battle-tested over hundreds of engagements from MSP start-ups to multi-million dollar organizations.


54 +
Best-Selling Books and White Papers

We literally “wrote the book” on Managed Services, and followed it up with three more focused on MSP sales and marketing, technical service delivery and service desk and NOC operations.

Company Milestones

A few highlights that
 it all possible

Built & Sold one of the first MSP Businesses

We transformed our T&M and professional services IT practice into an MSP in 2004 and sold it in 2007.

Trained 30k MSPs via live and online events

We launched MSP University and trained thousands of MSPs through live and online events and coaching engagements.


Launched consulting services for larger MSPs

Delivered more strategic consulting engagements and perfected the MSP Mastered® business methodology.

Launched our MSP Mastered® program for MSPs like you

Every MSP business transformation strategy, process, and asset used in our effective consulting services.

Ready to join the MSP Mastered® program? We’re not a one-size-fits-all..find your “just right” solution.

Meet the MSP Mastered® Team

Our team of multi-award-winning MSP experts has worked together for the past 20 years to develop and deliver the MSP Mastered® business transformation methodology to the channel.

This expertise and experience have been instrumental in designing and curating the largest library of MSP business-building strategies, tools, and training available in the industry.

Picture of Erick Simpson

Erick Simpson

A pioneer and leader in the managed services industry, Erick Simpson is internationally recognized and voted the #1 source MSPs look to for advice on running their business in North America. He built and sold one of the first MSPs in the industry and grew and coached tens of thousands of IT Solution Providers through their MSP transformation with his MSP Mastered® Methodology for managed services business performance improvement. Erick’s industry recognition includes Channel Futures’ 7 Thought Leaders Defining the MSP Market, Jay McBain’s 100 Most Visible Channel Leaders, 2 Time ChannelPro 20/20 Visionaries, 2 Time MSP Mentor 250 and SMB Nation’s SMB 150 award recipient.

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Kay Aurelus

Kay Aurelus leverages over 15 years of experience in Operations and Financial Management to maximize efficiency and improve profitability for MSPs. She utilizes her DISC and PIAV Certified Professional Behavioral Analyst skills to help organizations develop communication skills, become self-aware, and embrace their individuality through effective team building. Kay excels in designing and implementing MSP business growth strategies and programs that consistently result in increased sales, improved profits, and accelerated market penetration.

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Rich Freeman

Rich Freeman wrote his first article about managed services in 2007. Since then, he’s helped turn The ChannelPro Network into the top source of news and business growth advice for MSPs and solution providers who serve SMBs. Rich has covered every product, trend, vendor, and distributor worth knowing about and interviewed every CEO, channel chief, and thought leader who matters in the IT industry. He’s hosted close to 500 podcasts, moderated countless conference sessions and webinars, planned live and virtual channel events, and appeared on numerous conference panels. And in the course of editing nearly 200 issues of ChannelPro’s monthly magazine, he’s forged relationships with many of the smartest, most successful MSPs and vendors in the business.

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Mark Crall

With over 23 years of experience in the computer, software, and technology services industry, Mark Crall is a veteran channel executive and an MSP channel consultant dedicated to making a significant impact in hyper-growth channel-focused organizations. With a diverse background that includes starting and selling an MSP, leading business development and channel community programs for top SaaS companies, and serving as a keynote speaker and expert panelist at numerous industry events. Mark has been recognized as one of the top 150 most influential people in the channel by SMBNation.com and named a Channel Chief by CRN Magazine.

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Charlene Ignacio

Charlene Ignacio builds, grows, and maintains relationships everywhere she goes. She helps channel vendors find their audience, design a clear message, establish their expertise, and create marketing that converts into channel revenue. Charlene is a seasoned serial entrepreneur and digital marketing authority with over 24 years of experience. She leads the industry as an expert in marketing and sales-scaling strategies by keeping it simple. She is highly sought after by vendors to build, grow and maintain channel partner programs. Her education and experience are in business management and entrepreneurship. She is not only a second-degree black belt in Judo but is also Lean Six Sigma Black Belt certified.

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James Kernan

James Kernan is a trailblazing Leadership Strategist with a remarkable career in the MSP industry spanning over 25 years. He has been identified as a rising star to watch by CRN Magazine. James has authored 3 leadership books, with his latest titled Leadership Essentials for Successful Executives. He has established himself as the go-to expert for channel vendors and MSPs seeking to achieve exceptional growth and innovation through inspired leadership. James has coached over 500 vendors and MSP business owners in 6 different countries and has an impressive track record of transforming organizations by designing and implementing cutting-edge leadership development programs. His approach, which focuses on empowering individuals and teams to unlock their full potential, has significantly improved employee engagement, productivity, and overall business performance.

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Lisa Shorr

Certified in advanced image consulting and corporate consultancy, Lisa Shorr has spent over 26 years in the sales, marketing, and branding arena, coaching hundreds of businesses worldwide to build stronger personal and corporate brands using her proprietary systems and methodologies. A highly sought-after speaker, Lisa has delivered professional development and corporate branding workshops and seminars across the country. Her style, career development, and technology articles have been featured in PC World, ChannelPro Magazine, Providence Business News, SO Rhode Island, and other respected publications. Lisa has styled many professionals for photoshoots, television, and private settings and is a Member of The Association of Image Consultants International. She’s also co-owner of Secure Future Tech Solutions, one of New England’s top managed service providers.

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Andrew Smith

Andrew Smith cut his teeth in the digital marketing arena over a decade ago, servicing Amazon, Google, BMW, Canon, Tourism Australia, and many more in the digital agency world. After generating 250,000+ subscribers across campaigns in the B2C space, he shifted his focus to niche industries, generating hard-to-get leads for B2B publishers and channel vendors. He has since driven registrations for dozens of IT conferences and online summits, generated over 25,000+ B2B magazine subscriptions, and managed ad campaigns for some of the largest and most well-recognized vendors in the MSP channel.

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Russ Johns

Russ Johns is a seasoned content creator, podcast host, virtual event and livestreaming expert who has been making waves in the digital world for over a decade. With a career spanning more than 30 years in technology, marketing, and entrepreneurship, Russ brings knowledge and expertise to every Channel Mastered engagement. Russ has helped countless individuals and businesses create compelling live event content that engages and resonates with their audiences. He is passionate about the power of storytelling and the art of communication, and he has made it his mission to help others harness these tools to achieve their goals. Russ is best known for his dynamic and engaging livestreaming shows, including the popular #PirateBroadcast he hosts daily on multiple platforms.

Picture of Connor Simpson

Connor Simpson

Connor Simpson is a results-oriented social media marketing specialist with a proven track record of driving MSP business growth through strategic planning and execution of data-driven marketing campaigns. With a keen eye for target audience analysis and a deep understanding of social media channels and platforms, Connor optimizes our partners’ online presence and increases their brand visibility.

Picture of Riley Simpson

Riley Simpson

Riley Simpson is a creative and passionate videographer with a talent for storytelling. He is experienced in all aspects of video production, from planning and shooting to editing and post-production. He has a proven track record of delivering high-quality video content that aligns with our clients’ objectives. Riley is an experienced Learning Management System expert with a passion for creating engaging and impactful online learning experiences.