From Data to Dollars: Using the Portfolio Approach to Improve Margins in Your MSP | Pax8 - Academy Live Podcast Episode 31

In this episode of Academy Live, Pax8 welcomes Larry Cobrin, Founder and CEO of MSPCFO, to break down how MSPs can improve profitability by treating their client base like a portfolio. Larry explains the portfolio approach to identifying top and bottom performing clients, digging into why performance varies, and making data-driven changes that improve margins. 🔑 Key Topics Covered: ✅ Treating clients as a portfolio to identify strengths and weaknesses ✅ Basics of agreement pricing and defining value ✅ Using data analysis to improve margins ✅ Turning insights into accountability within peer groups ✅ Real-world impact: how MSPs are reaching major revenue milestones 📌 Whether you’re questioning if your data is “good enough” or looking for a strategy on uncovering opportunities hidden in your PSA, this episode offers practical insights to help you take action - one client at a time.   🔗 Check out Larry’s Academy Course: https://academy.pax8.com/learn/courses/6841/unlocking-revenue-potential-introducing-mspcfo-insights 🔗 Interested in MSPCFO? Get it here → 🔹 MSPCFO Basic MSPCFO Basic gives MSPs the visibility to fix data gaps, track employee productivity, and analyze agreements for smarter, more profitable operations. https://app.pax8.com/products/cbdc77a5-7618-4763-b8fb-0607364e6e83 🔸 MSPCFO Premium MSPCFO Premium takes profitability further with client P&Ls, client ranking insights, and revenue growth analysis to maximize margin and scale with confidence. https://app.pax8.com/products/06d805c1-c77f-4080-8aaf-fd458d1c6db5 🔗Check out Larry’s first appearance on Academy Live: https://www.youtube.com/watch?v=nBpDKVys5Zw 👍Like and 🔔Subscribe to stay up to date on our latest episodes. Remember, we’re live 🔴 on YouTube with NEW episodes every other Tuesday at 2 PM MT.   🗓️ This episode was previously streamed on Youtube on 09/16/2025   ⎯⎯⎯⎯⎯⎯⎯⎯ CONNECT WITH THE HOSTS Rex Frank | Vice President of Academy | Pax8 https://www.linkedin.com/in/rexfrank/ Chris Kaiser | Director of Peer Initiatives | Pax8 https://www.linkedin.com/in/ckaisercsquared/ Amanda Glidden | Director of Academy Content | Pax8 https://www.linkedin.com/in/amandafglidden/   ⎯⎯⎯⎯⎯⎯⎯⎯ CONNECT WITH THE GUESTS Larry Cobrin | Founder and CEO | MSPCFO https://www.linkedin.com/in/larry-cobrin/ ⎯⎯⎯⎯⎯⎯⎯⎯ LINKS Pax8 Academy Homepage https://tinyurl.com/y4m8d3cd Become a Partner with Pax8 Academy https://signup.pax8.com/?lang=EN_US ⎯⎯⎯⎯⎯⎯⎯⎯ ☁ Pax8 Beyond 2026 ☁ Learn more about our partner event: https://www.pax8beyond.com/ ☁ Learn More About Pax8 ☁ Why Pax8? - http://pax8.io/H1MI50NFhHl Explore our cloud marketplace - http://pax8.io/Ix0450NFhI9 ☁ Subscribe To Our Channel ☁ Never miss an episode of Academy Live - http://pax8.io/5yxJ50JJ3Z3 ☁ Follow Us ☁ LinkedIn - http://pax8.io/1jFu50JJ423 Twitter - http://pax8.io/AAth50JJ42u Facebook - http://pax8.io/A4gR50JJ43f ☁ Shop Pax8 Club ☁ See our collection of softwear - http://pax8.io/5xUR50NFhJb