Free Growth Assessment

Fractional CFO vs Bookkeeper vs Controller: What Your MSP Needs

Two professionals shaking hands over a hire, choosing the right finance role for an MSP

Home › Growth Notes › CFO vs Bookkeeper vs Controller Growth Fractional CFO vs Bookkeeper vs Controller: What Your MSP Needs What a bookkeeper, a controller, and a fractional CFO each do for an MSP, and why you add them instead of swapping one for another. By Rhett Collver October 12, 2026 6 min read … Read more

Pricing and Margin Analysis for MSPs: Where Profit Leaks

A calculator on financial paperwork, the margin analysis a fractional CFO runs for an MSP

 Home › Growth Notes › MSP Pricing and Margin Growth Pricing and Margin Analysis for MSPs: Where Profit Leaks Why busy revenue can still lose money, where MSP margin leaks, and how a fractional CFO finds the profit hiding in your client list. By Rhett Collver October 12, 2026 6 min read On This … Read more

Cash Flow Management for MSPs: The Fractional CFO’s Playbook

A person working through financial documents with a calculator, managing an MSP cash flow

 Home › Growth Notes › Cash Flow for MSPs Growth Cash Flow Management for MSPs: The Fractional CFO’s Playbook Why a profitable MSP can still run out of cash, and the forecast, collections, and billing moves a fractional CFO uses to fix it. By Rhett Collver October 12, 2026 6 min read On This … Read more

Post-Acquisition Integration: Merging an MSP Without Losing Clients

Two people shaking hands on a partnership, the careful handoff that keeps clients through an MSP integration

Home › Growth Notes › Post-Acquisition Integration M&A Post-Acquisition Integration: Merging an MSP Without Losing Clients How to merge an acquired MSP into yours without the clients walking, in the order that keeps revenue whole. By Rhett Collver October 12, 2026 6 min read On This Page What Integration Is Why It Makes or Breaks … Read more

LOI for an MSP Acquisition: Terms That Protect the Buyer

Scales of justice and a gavel on a desk, the legal weight behind a letter of intent in an MSP acquisition

 Home › Growth Notes › LOI for an MSP Acquisition M&A LOI for an MSP Acquisition: Terms That Protect the Buyer What a letter of intent should cover, which parts bind you, and the terms a buyer has to win before signing. By Rhett Collver October 12, 2026 6 min read On This Page … Read more

MSP Roll-Up Strategy: Building a Platform by Acquisition

Two business people shaking hands over a deal, the acquisition at the center of an MSP roll-up

 Home › Growth Notes › MSP Roll-Up Strategy M&A MSP Roll-Up Strategy: Building a Platform by Acquisition How buying several small MSPs and merging them into one platform closes the gap between a small multiple and a large one. By Rhett Collver October 12, 2026 6 min read On This Page What a Roll-Up … Read more

Building a 3-to-5-Year Financial Forecast for Your MSP

Owners marking up printed revenue charts while building an MSP financial forecast

Home › Growth Notes › MSP Financial Forecast Growth Building a 3-to-5-Year Financial Forecast for Your MSP How to build a multi-year MSP forecast from the drivers that move it, test it with three scenarios, and keep it honest enough that a lender or buyer will believe it. By Rhett Collver October 7, 2026 11 … Read more