#116 - MSP Company Goals: Why Nobody Rallies Behind a Valuation | BMK VISION ROUNDTABLE episode artwork

EPISODE · Aug 17, 2026 · 38 MIN

#116 - MSP Company Goals: Why Nobody Rallies Behind a Valuation | BMK VISION ROUNDTABLE

from The BMK Vision Podcast · host Josh Peterson

Most MSP company goals say the same thing. Hit a valuation, sell the business. It is an honest goal and a reasonable one, and it satisfies every conventional rule about how a goal is supposed to be written. It is also a goal nobody on your leadership team will ever get out of bed for. Josh Peterson and Gary Boyle, Partner for Strategy & Business Development at Bering McKinley, work through what a company goal is actually for, why MSPs stall at two million, why identical tactics build very different businesses depending on what they are pointed at, and where the reason for a goal belongs once you finally write the goal down. ---------- What We Cover in This Episode - Diagnose why MSPs plateau at two million and what changes above it - Separate pushing tactics into a business from pulling them through a vision - Interrogate "provide for my family" into a real number and a real life - Ask the two questions that precede every long term goal - Explain why a valuation target mobilizes nobody but the owner - Show what an owner independence goal does to a leadership team - Decide whether the number or the purpose belongs in the headline - Name the peer group as the real ceiling on what an owner believes is possible ---------- Host Links Josh Peterson LinkedIn: https://www.linkedin.com/in/joshdpeterson/ Gary Boyle LinkedIn: https://www.linkedin.com/in/garyboyle/ Company Website: https://beringmckinley.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 ---------- SEO Keywords - MSP company goals - MSP goal setting - MSP strategic planning - MSP two million ceiling - MSP exit planning - leadership team alignment - owner dependency - long term business goals - Vision Operating System - MSP business strategy ---------- Credits Host: Josh Peterson Producer: Bering McKinley Episode: #116 - MSP Company Goals: Why Nobody Rallies Behind a Valuation | BMK VISION ROUNDTABLE

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#116 - MSP Company Goals: Why Nobody Rallies Behind a Valuation | BMK VISION ROUNDTABLE

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