Episodi

  • #98 - Time Entry Is the Whole MSP Story - Inspect at the Rate You Expect | BMK Vision Roundtable
    Apr 27 2026

    Time entry is the most boring topic in the MSP industry — and almost everything that matters financially, operationally, and legally traces back to it. In this BMK Vision Roundtable, Josh Peterson and Gary Boyle argue that the MSP story doesn't start with vision, sales, or strategy. It starts with time entry. And if you don't have honest, daily time entry, every downstream conversation — agreement gross profit, pricing, capacity, exit value, audit defense — is operating on fiction.

    Guest Introduction This is a roundtable episode featuring Josh Peterson (CEO, Bering McKinley) and Gary Boyle (Partner, Bering McKinley). Together they unpack the operating model that actually fixes time entry — not tools, not threats, not AI agents — and why the answer has been the same since 2003: inspect at the same rate you expect.

    🎙 What We Cover in This Episode

    • Why time entry is a leadership problem and not a technician problem
    • The BMK standard — 8 hours a day, 40 hours a week, enter as you go
    • Agreement gross profit and the math that makes time entry non-negotiable
    • Decision fatigue — the real reason techs skip time entry
    • The 10/12/2 inspection cadence and how to run it without a dispatcher
    • Why ConnectWise, Halo, MSPbots, and AI agents do not solve the problem
    • How AI changes the surface of time entry without changing the operating model
    • Pricing, capacity, and exit value — the downstream cost of bad time data
    • The audit, litigation, and cyber liability case for clean time records
    • How long it actually takes to turn time entry into a habit (and the trap of stopping early)

    🚀 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/blog#speaker-form

    📝 Credits

    Host: Josh Peterson Co-Host: Gary Boyle Producer: Bering McKinley Episode: #98 — Time Entry Is the Whole MSP Story - Inspect at the Rate You Expect

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    55 min
  • #97 - MSPs Are Being Commoditized - Here's the Way Out | BMK Vision Roundtable
    Apr 20 2026

    MSP commoditization is accelerating — and the old playbook of per-user pricing and monthly packages isn't going to protect your business forever. In this BMK Vision Roundtable, Josh Peterson and Gary Boyle explore the two biggest opportunities MSPs are overlooking right now: advisory services that make you a strategic partner and software development that creates enterprise value beyond MRR.

    Guest Introduction This is a roundtable episode featuring Josh Peterson (CEO, Bering McKinley) and Gary Boyle (Partner, Bering McKinley). Together they unpack how AI is compressing development costs, why the highest MSP exits have always been software plays, and how to start having value-driven conversations with your clients.

    🎙 What We Cover in This Episode

    • Why MSP commoditization is accelerating and what's driving it
    • The AI and software development opportunity for MSPs
    • Advisory services — how to actually get the seat at the executive table
    • Project work vs. MRR — rethinking how MSPs generate revenue
    • Enterprise value through product ownership, not just service delivery
    • The productization path — from bespoke automations to SaaS
    • How to have the right client conversation (business first, technology second)

    🚀 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/blog#speaker-form

    📝 Credits

    Host: Josh Peterson Co-Host: Gary Boyle Producer: Bering McKinley Episode: #97 — MSPs Are Being Commoditized — Here's the Way Out

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    55 min
  • #96 - Sell Scale or Pivot - Know Your Numbers First | BMK Vision Roundtable
    Apr 13 2026
    Most MSP owners are asking whether they should sell, scale, or pivot — but they can't answer a more fundamental question: do you actually understand your own business at a financial and operational level? In this BMK Vision Roundtable, Josh Peterson and Gary Boyle break down the four strategic paths every MSP owner faces and expose the uncomfortable truth that none of those paths work without data clarity and a real plan. Guest Introduction This is a roundtable episode featuring BMK co-hosts Josh Peterson and Gary Boyle. Together they bring decades of experience consulting MSP owners on operational maturity, financial structure, and strategic growth. ⸻ 🎙 What We Cover in This Episode Why the sell, scale, or pivot decision isn't actually the first decisionHow real are AI and private equity threats to MSPs?The technology adoption S-curve and why AI disruption is slower than you thinkWhy most MSP owners can't answer basic financial questions about their own businessService GP, EHR, utilization, and the metrics that separate guessing from scalingVision and execution as the non-negotiable foundation for any strategic moveWhy simple plans focused on what you already do outperform ambitious new initiativesThe execution gap between MSPs that exit at 8-12X and everyone else ⸻ 👤 Host Links Josh Peterson LinkedIn: https://www.linkedin.com/in/joshdpeterson/ Gary Boyle LinkedIn: https://www.linkedin.com/in/garyboyle/ ⸻ 🚀 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/blog#speaker-form ⸻ 🔎 SEO Keywords MSP sell or scaleMSP exit strategyMSP financial metricsmanaged service provider growthMSP EBITDAAI for MSPsMSP strategic planningMSP operational disciplineBMK Vision Podcastknow your numbers MSP ⸻ 📝 Credits Host: Josh Peterson Co-Host: Gary Boyle Producer: Bering McKinley Episode: #96 — Sell Scale or Pivot - Know Your Numbers First
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    58 min
  • #95 - Ticket Statuses Won't Fix a Broken Service Model | BMK Vision Roundtable
    Apr 6 2026

    Every MSP owner has argued about ticket statuses. But that argument is almost always a symptom of something bigger — a service operating model that isn't clearly defined. In this BMK Vision Roundtable, Josh Peterson and Gary Boyle unpack a real listener question about status hygiene and use it to expose the deeper issues: unclear ownership, the absence of a dispatcher, and the financial blind spots that come from poor ticket discipline.

    🎙 What We Cover in This Episode

    • Why status debates signal a broken service model
    • The dispatcher role — even at four techs, you're overdue
    • Ownership clarity: no ticket should exist without a name on it
    • Completed vs. closed and why invoicing takes five days
    • Agreement gross profit (AGP) and its link to time entry
    • Balancing operational and financial excellence as you scale

    👤 Host Links

    Josh Peterson: https://www.linkedin.com/in/joshdpeterson/ Gary Boyle: https://www.linkedin.com/in/garyboyle/

    🚀 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/blog#speaker-form

    📝 Credits

    Host: Josh Peterson Co-Host: Gary Boyle Producer: Bering McKinley Episode: #95 — Ticket Statuses Won't Fix a Broken Service Model

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    59 min
  • #94 - Consultants Over Technicians - The Premier MSP | From the Trenches
    Apr 1 2026

    Most MSPs say they're different. Bryon Beilman actually is. As CEO of iuvo Technologies, he made a deliberate decision to hire consultants — not technicians — building a team that averages 24 years of experience and delivers strategic business value that goes far beyond uptime and ticket resolution.

    In this conversation, Josh Peterson and Bryon explore why traditional managed services are becoming table stakes, how narrowing your ideal client profile can unlock growth, and why AI-powered projects are the next frontier for MSPs willing to have real business conversations with their clients.

    What We Cover in This Episode

    • Hiring consultants over technicians and why it changes client relationships
    • Evolving from per-device pricing to a retainer-based consulting model
    • Narrowing the ICP and firing customers who don't fit
    • AI as a go-to-market strategy: from two-week quotes to one-day turnaround
    • Project-based revenue as a growth lever for recurring and non-recurring clients
    • The vendor conference trap and death by a thousand $300/month tools
    • Building an empowering culture where consultants make autonomous decisions
    • Why asking "why" five levels deep is the most valuable skill in IT

    Guest Links Bryon Beilman LinkedIn: https://www.linkedin.com/in/bbeilman iuvo Technologies: https://www.iuvotech.com

    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/blog#speaker-form

    Credits Host: Josh Peterson Producer: Bering McKinley Episode: #94 - Consultants Over Technicians - The Premier MSP (Bryon Beilman)

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    53 min
  • #93 - Your Ideal Client Profile Is a Revenue Strategy - Not a Description | BMK Vision Roundtable
    Mar 30 2026

    Most MSP owners describe their typical client and call it an ideal client profile. That gap is costing them real revenue. In this roundtable, Josh Peterson and Gary Boyle break down the difference between an ICP and a TCP — and introduce pull-through rate as the metric that reveals whether your clients can actually drive growth.

    Josh Peterson is the CEO of Bering McKinley. Gary Boyle is a Partner for Strategy & Business Development at Bering McKinley. Together, they explore why MSPs get stuck at $2 million with the wrong client mix, how to staff and plan for project work, and what the AI wave means for defining your ideal client going forward.

    🎙 What We Cover in This Episode

    • Ideal Client Profile vs. Typical Client Profile
    • Pull-through rate: what to target and how to measure it
    • Why a $2M MSP with 17 clients is an anomaly worth studying
    • Account management as a growth thesis test
    • Data Rich, Information Poor (DRIP) — mining what you already have
    • Staffing for project work most MSPs ignore
    • The AI and automation opportunity reshaping MSP positioning

    👤 Host Links

    Josh Peterson LinkedIn: https://www.linkedin.com/in/joshdpeterson Gary Boyle LinkedIn: https://www.linkedin.com/in/garyboyle/

    🚀 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/blog#speaker-form

    📝 Credits

    Host: Josh Peterson Co-Host: Gary Boyle Producer: Bering McKinley Episode: #93 - Your Ideal Client Profile Is a Revenue Strategy - Not a Description | BMK Vision Roundtable

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    59 min
  • #92 - Your Security Stack Is Lying to You | From the Trenches
    Mar 26 2026

    Most MSPs invest in security tools — firewalls, endpoint protection, SIEM — but few have a reliable way to know whether those tools are actually configured correctly. Misconfigurations in the very products designed to protect your clients are one of the leading attack vectors in cybersecurity today. Adam Bennett has spent 25+ years on the front lines and built a company to solve exactly this problem.

    Adam Bennett is the Co-Founder & CEO of SureStack and CEO of Crosshair Cyber. In this conversation, we explore why security stack misconfigurations create silent compounding risk, how cyber insurance gives many SMBs a false sense of protection, and why the MSP that takes ownership of security posture earns the trust — and contracts — of serious clients.

    🎙 What We Cover in This Episode

    • Why the tools meant to protect you may be your biggest vulnerability
    • Real-world incidents caused by two unchecked configuration boxes
    • The growing role of regulation and compliance in driving security adoption
    • How SureStack automates continuous security stack validation using AI
    • Why MSPs should enforce minimum security stacks for every client
    • Using security posture assessments as a pre-sales differentiator
    • Adam's journey from government cybersecurity to building a product company
    • Cyber insurance gaps: what happens when the application doesn't match reality

    👤 Guest Links

    Guest LinkedIn: https://www.linkedin.com/in/adam-bennett-0290881bb/ Company Website: https://surestack.ai

    🚀 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/blog#speaker-form

    📝 Credits

    Host: Josh Peterson Producer: Bering McKinley Episode: #92 — Your Security Stack Is Lying to You | From the Trenches (Adam Bennett)

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    42 min
  • #91 - No Quota, No Sales Role | BMK Vision Roundtable
    Mar 23 2026

    Most MSP owners who struggle with sales performance aren't dealing with a bad salesperson - they're dealing with no system. In this roundtable, Josh Peterson and Gary Boyle respond to a real listener email from an MSP owner who has tolerated five years of inconsistent results from a salesperson he's afraid to hold accountable. The diagnosis: this isn't a sales problem. It's a leadership problem wearing a personnel costume.

    🎙 What We Cover in This Episode

    • Why no quota means no sales role - not a flexible arrangement
    • How the owner's vision must precede the salesperson's target
    • The two-quota framework: activity quota and results quota
    • What base pay is actually purchasing - and why most MSP owners have it backwards
    • How to interview a salesperson to reveal whether they're metrics-driven before you hire them
    • What to do when the horse is already out of the barn
    • Why accountability is clarity, not punishment - and how to introduce structure without blowing up the relationship

    👤 Your Hosts

    Josh Peterson - CEO, Bering McKinley

    Gary Boyle - Partner for Strategy & Business Development, Bering McKinley

    🚀 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/blog#speaker-form

    🔎 SEO Keywords

    • MSP sales management
    • MSP salesperson performance
    • MSP sales system
    • Managed service provider sales quota
    • MSP accountability
    • BMK Vision Podcast

    📝 Credits

    Host: Josh Peterson

    Co-Host: Gary Boyle

    Producer: Bering McKinley

    Episode: #91 - No Quota, No Sales Role: The MSP Sales System Reset

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    50 min