Yearly Business Goals and Objectives

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*Due to a small error, we are re-releasing this episode that was originally set for January 19th, 2024. Thanks for understanding. 🙂

1.)  Should you update your GOALS and OBJECTIVES every year? 

The short answer? Yes. 

Email James ([email protected]) for his one page business plan exercise.


3.) Notes on The News 

Is Connectwise a sinking ship?

Is Connectwise a Sinking Ship?

The best click-bait of the year….so far!


Ransomware attacks in 2023 surged by 95% year-over-year, with 1,278 victims identified on leak sites – already surpassing both 2021 and 2022 totals…

2.) Five Minutes with a Smart Person: Erick Simpson 

Erick Simpson is an MSP Business and Channel Growth Expert, MSP Influencer and MSP Thought Leader

A pioneer and leader in the managed services industry, Erick Simpson built and sold one of the very first MSPs in the industry and grew and coached a channel of 30,000 IT Solution Providers through their MSP transformation with his MSP Mastered® Methodology for managed services business performance improvement.

Erick is an MSP business & channel growth expert, influencer, thought leader, speaker and author with 4 best-selling books and 50 white papers to his credit, and his strategies and programs help MSPs overcome business challenges to realize consistent, profitable managed services recurring revenue growth. His M&A expertise has helped dozens of MSPs sell their businesses at the highest valuation or expand through acquisition.

He delivers strategic MSP market analysis services and builds and improves channel programs for IT vendors and distributors, and helps recruit and enable their channel partners through his thought leadership podcasts, webinars, workshops and event keynotes and breakouts.

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.

Check out Erick’s new community:


Check out Amy’s Intune class:


Our upcoming events:


Use “EARLYBIRD” as the coupon code to save $200!

Irvine CA – SMB Techfest (Feb 8th-9th)

Make sure you catch Amy at SMB Techfest!


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