For owner-operators of $1M–$3M managed services businesses

AI is coming for the MSP model.
Become the business it can’t replace.

More clients than ever, more hours than two years ago, and less in the bank account at the end of the month. Now AI is closing the tickets your techs used to bill for. That’s not a marketing problem — it’s the Technician Trap, and AI is exposing it. We turn MSP owners into AI-powered Business Solution Partners: same revenue, twice the margin, and a business that runs — and sells — without you.

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Trusted by hundreds of MSPs across North America

The ASCII Group

Official Trainer for The ASCII Group

The problem

Revenue is up. Your margins aren't. And now AI is squeezing from the other side.

The math doesn't work anymore

More clients than ever, more hours than two years ago — and the bank account shows less at the end of the month. And you can't explain why.

AI is eating the ticket

AI closes the routine tickets your techs used to bill for. Clients are asking why they pay for a helpdesk when a chatbot answers half their questions.

You are the bottleneck

Every escalation, every important deal, every hire and vendor decision runs through you. AI can't fix that — the constraint was never the tickets. It was you.

The exit window is narrowing

The PE consolidators calling you can see it too — that's why their offers feel like an insult. Owner-dependent businesses get 3–5x EBITDA. System-dependent ones get 7–9x.

See where you stand →

The paradox · by the numbers

64%

of MSP owners have worked holidays or weekends

46%

name work-life balance a top concern

10–15%

average MSP profit margin — vs 30–40% in healthy service businesses

Sources: MSP industry research, 2025 · SGM MSP Industry Survey, 2023 · Service-business benchmark reports, 2025.

“Too successful to quit, too constrained to grow, and too exhausted to change.”

— Voice of the MSP owner, SGM research, 2026

The truth

AI isn't breaking your business model. It's exposing it. You built a business around technical skill — exactly what AI is commoditizing. The owners who are thriving didn't fight AI or grow their way out. They transformed the model: they stopped selling hours and became AI-powered Business Solution Partners.

The shift

The AI-powered BSP: where AI stops being the threat and starts being the margin.

What if AI weren't coming for your business — because your business no longer sells the thing AI replaces? A Business Solution Partner sells business outcomes, not IT hours. An AI-powered BSP puts AI inside the delivery model, not against it.

AI-augmented delivery

Your team handles 90%+ of issues without you — and every ticket AI closes fattens your margin instead of shrinking your invoice. That's the path from the industry-average 8% EBITDA to best-in-class 19%+.

A revenue line clients are begging for

Every SMB you serve is trying to figure out AI right now, and the advisor they trust most is you. AI guidance becomes part of what you sell — a seat at the strategy table, where pricing runs 20–30% above market.

A business that passes the vacation test

Documented systems plus AI-powered operations mean you can close the laptop for two weeks and come back to a business that didn't wobble.

An asset, not a job

System-dependent, AI-leveraged businesses command 7–9x EBITDA at exit. Owner-dependent ones get 3–5x. On a $2M MSP, that's a $1.2M gap — same revenue, same clients, different operating model.

The shift isn't a tactic. It's a transformation — from technician who owns a company to business owner who happens to deliver technology. That's what we do.

Why SGM

Simple. Smart. Focused.

Most MSP coaching is a former MSP owner telling you what worked for them. SGM combines inside MSP credibility, outside business strategy, and operational discipline — so the advice you get actually compounds.

Joe Rojas

Joe Rojas

Inside credibility

Built and sold three MSPs. His first one nearly destroyed him — 120-hour weeks, sleeping with his phone on his chest. By his third, he took vacations and his team ran the business. The difference wasn't working harder. It was transforming the model.

Jeff Loehr

Jeff Loehr

Outside perspective

20 years in strategy consulting and angel investing. Brings the outside lens that makes the model's invisible problems visible — the patterns MSP owners can't see from inside the industry.

Heather Mathis

Heather Mathis

Operational discipline

Corporate operations and finance. Builds the delivery systems, keeps financials honest, and makes sure every client's transformation stays on track. Strategy without execution is just a whiteboard.

700%

Client growth in 4 years

100%

Price increase, 2 lost clients

0→250

Employees scaled post-restructure

100s

MSP owners running SCALE & PASTA

How it works

Your path from MSP to AI-powered BSP, in five phases.

SCALE is a sequential transformation. Each phase builds on the last — with AI wired in where it pays, not bolted on. No tips. No generic advice. A step-by-step path to a business that runs without you.

01 · S

Set the Foundation

Define your ideal client, package outcomes clients pay premiums for — including the AI guidance they're already asking about — price on value, and build a prescriptive sales process. You stop competing with every break-fix shop in town.

  • Ideal client profile + positioning
  • Value-based packaging and pricing
  • PASTA prescriptive sales process

Pricing Workshop · Client

Old (per device)

$89/device

New (outcome package)

$4,200/mo

Net margin impact +31%

Factory build · SOPs

  • Onboarding playbookLive
  • QBR / SBR cadenceLive
  • Escalation matrixDraft
  • Client health scoringDraft

02 · C

Construct the Factory

Build the systems, tools, and playbooks — and wire AI into your delivery model — so routine work runs without you and margin stops leaking. This is what lets the business run without owner heroics.

  • Delivery SOPs and playbooks
  • AI + tech stack rationalization
  • Legal, contracts, and MSAs

03 · A

Accelerate Success

Run Strategic Business Reviews. Grow your existing accounts. Evolve from referrals to a real marketing engine. The fastest revenue is always inside your current book.

  • Strategic Business Reviews (SBRs)
  • Account growth motions
  • Content + marketing engine

Pipeline from existing accounts

Account expansions+$128K MRR
SBR-sourced projects+$86K
Referrals+$41K

SOP Library

onboarding.v2.mdOwner: Ops
sbr-cadence.mdOwner: CS
incident-runbook.mdOwner: NOC
sales-discovery.mdOwner: Sales

04 · L

Lock In Systems

Document everything with SOPs so the business is repeatable, consistent, and transferable. This is what makes it sellable — and what gets you out of the middle of every decision.

  • SOPs with named owners
  • KPI dashboards per department
  • Quarterly operating cadence

05 · E

Expand with Intent

Structure your team for growth, develop leaders, and plan strategically instead of reactively. This is where the business creates freedom instead of consuming it.

  • Org design for scale
  • Leadership development tracks
  • Exit and succession planning

Leadership bench

CEO

Owner

COO

Promoted

Head of Sales

Hired

Service Mgr

Promoted

Owner hours in ops -64%

The transformation

MSP owners who made the shift.

Not testimonials about great coaching. Stories about businesses that fundamentally changed.

No longer just the IT guys.

How Agiliti became trusted Business Solution Partners.

It's more than just marketing and sales.

A complete transformation of how the business operates.

No matter where you are in the company lifecycle.

They can help.

3000% revenue growth · 2 years

“They allowed me to take off the limits to where my company can go.”

Halima Wanamaker · CEO, Mtech

“Positioning ourselves as a strategic partner moved us out of hourly rates and increased our fees.”

Albie Schwartz · Secure Side

“We've learned how to increase revenue while slimming down our products. You've got to try it.”

Mike Ratka

“There's nothing like this in the MSP space. They focus on business development — more than marketing or a sales process.”

Carl de Prado · CEO, A2Z Business IT

“Using SWOT we've enhanced our business reviews so we come out with project and MRR revenue.”

George Ballane · BizTech Pro

The stakes

What happens if nothing changes?

The burnout doesn't plateau. It compounds. The 60-hour weeks become 70. The Sunday dread becomes daily.

Margins keep shrinking as AI eliminates the routine tickets that used to justify MSP contracts. Cloud services reduce on-prem infrastructure. Overseas competitors undercut on price. The floor is dropping — and AI just made it drop faster.

Meanwhile, the M&A buyers are already in the market, and they can tell within one conversation whether your business survives your departure. The owners who transform first get the margins, the premium pricing, and the multiple. The ones who wait get commoditized.

You didn't take on all this risk to end up there.

Three ways in

Every path starts free. Tailored to where you are.

Programs structured around where you are in the MSP-to-BSP transformation — not how much access you want. Start free, go deeper when you're ready.

Diagnose

Free

Find out where you stand.

  • BSP Readiness Assessment
  • SGM community access
  • MSP Accelerator + SBR course
  • Templates & weekly content
Start free →
The transformation

Coaching

$997/mo and up

Transform the model — with guides who've done it.

  • Structured SCALE transformation program
  • Group implementation & mastermind
  • 1:1 advisory at higher tiers
  • Team coaching & exit planning (Velocity)
Discover opportunities →

Courses & support tools

$97and up

Targeted wins you can implement now.

  • SBR Challenge · $97
  • Prescriptive Sales Program · $1,997
  • Done-for-you templates & playbooks
  • Self-paced training modules
Your BSP Readiness Score →

No long-term contracts. 7-day guarantee on Diagnose · 30-day guarantee on all other programs.

Common questions

Still wondering?

Isn't AI a threat to MSPs? +

It's a threat to MSPs that sell hours. AI compresses Level 1 ticket volume — that's lost revenue if you bill for tickets, and pure margin if you sell outcomes. The model determines whether AI is your competitor or your leverage. That's the whole point of the BSP shift.

I've tried other coaching programs. Why is this different? +

Most programs tell you what to do in your MSP. We tell you to stop being one. SGM is the only program built around a complete business transformation, from MSP to BSP, with a named system (SCALE), proprietary methodologies (PASTA, SBR), and a cross-disciplinary team. We don't advise — we prescribe.

I don't have time for another program. +

You don't have time because of the problem this fixes. Our programs are built for MSP owners who are already maxed out. Start with the free assessment (3 minutes) and the Diagnose community. If you move to coaching, the first thing we do is help you get time back.

Will this work for smaller MSPs (under $500K)? +

Yes. Everybody starts a business at less than $500K in sales, and this is all about business fundamentals. The earlier you make the transformation, the less you have to undo. Our Diagnostic and Ignition tiers are designed to support you and get you making money quickly.

Will this work for larger MSPs ($5M+)? +

Yes. Your support needs are different, but the business fundamentals stay the same. Our Velocity program provides 1:1 advisory and team coaching tailored to your size and needs. We regularly work with MSPs with $10M in revenue and more.

What is a BSP? +

A Business Solution Partner. It's what an MSP becomes when it stops competing on technology and price and starts prescribing business solutions, pricing on value, and running like a factory instead of a workshop. An AI-powered BSP goes one step further: it runs AI inside its own delivery to protect margin, and sells AI guidance to clients as part of the outcome.

You didn't build this business
to be trapped by it.

AI is repricing the MSP market right now. You don't have to decide anything today — just find out where you stand. Your score across 5 dimensions, and a clear picture of what to focus on first.

Get My Free BSP Readiness Score

20 questions. 3 minutes. No account required.