Position Your IT Firm for Growth or Sale
- On-Demand Learning
- Course Code: 5W19
This class will help you:
- Organize your company documents
- Learn valuation methods and track EBITDA
- Build KPIs and utilize trends in valuations
- Methods to Control Cash and Costs
- Develop your own company valuation in a Workshop
What you get
- On-Demand Learning
- Handouts & Resources
- Full Lifetime Access
- Automatic updates to course content
- Access to Instructor
- Last taught live: Oct 14, 2025
Class Description
“Rayanne’s course on getting a company ready for growth or sale was amazing.” – David Streit, Stephill Associates
As your business matures, you want to take control of profits and your financial house. You invested the time to set up your chart of accounts, align income with COGS for easy measuring, and organize your reports and service desk. You have the information you need; this course teaches you how to use it.
This class provides unique content from a unique teacher! Rayanne is a managed service provider from Tampa, FL. She is also an accountant and an Intuit Certified ProAdvisor. In addition to her MSP business, Rayanne helps I.T. consultants to take control of their finances and understand their own business at a deeper level.
Topics for this class include:
- Create KPIs specific to your company
- Benchmark against your peers
- Detailed cash flow management and measure debt against income
- Measure service-level profits and improve profitability
- Identify red flags in your business, make changes before they become problems
- Prepare your company for growth, sale or merger
- Use margins to price your services for profit
- Income Tax Planning and Projections
- Action plans for success
… And More!
Weekly Agenda
Week One
- Plan
- Organize
- Documentation
Week Two
- Valuation Methods
- Working Capital
- Tracking EBITDA
Week Three
- Build KPIs
- Develop Trends
- Labor Costs
Week Four
- Cash Flow Forecasting
- Debt Reduction
- Controlling Costs
Week Five
- Workshop – Bring is together
Delivered by Rayanne Buchianico, Accounting Professional and QuickBooks Advisor. Rayanne has been an MSP – managed service provider – for many years and advises MSPs on how to get the most out of their QuickBooks and PSA integrations.
Includes five weeks of webinar classes with related handouts, assignments, and “office hours” with the instructor.
This course is intended for business owners and managers. It is particularly useful for the Owner or Operations Manager.
🙂
Your Instructor
Rayanne Buchianico
Course Outline
| Module 1 | Class Introduction | |
|---|---|---|
| Unit 1 | Introduction - Preview | |
| Unit 2 | Live Class Information | |
| Module 2 | Class Content | |
| Unit 1 | Planning, organizing, and documentation | |
| Unit 2 | Valuation and Working Capital | |
| Unit 3 | Cash Forecasting and Cost Control | |
| Unit 4 | Improve Profitability | |
| Unit 5 | Workshop - Bring it together | |
| Unit 6 | Next Steps . . . |
Certifications
All classes help you work toward a Specialist Certification as either a Core or Elective class for a particular pathway.
You can become a Certified Professional by taking just one class and passing the associated exam.
You can become a Certified Specialist by taking 5 classes and exams that apply to a single pathway.
This class fulfills requirements for these Specialist Certification Pathways:
How it works
IT Service Provider is intentionally set up to give busy IT Business owners access to focused, high-quality education right when you need it most.
All classes are available on-demand, with the most recent live class recordings available immediately upon registration.
Most classes are taught live every 12-18 months. Instructors take care to update content, slides, and handouts to reflect changes in the industry.
Good news: Once you register, you’ll have lifetime access which means you can attend the new live class and review the newest recordings for life.
Log in or create a new account
Logging in before you register helps make sure you don’t accidentally pay twice!
Register for this class
If it’s your first time, welcome! Add this class to your cart and go through the checkout. You’ll be added to the live Zoom portion automatically. Handouts are available now (or shortly) inside the class units.
If you’re a returning student to this class and just need to register for the new Zoom link, head to Module 1, Unit 2.
See Class Outline below.
Add this class to your calendar
Check your email for the Zoom Confirmation. You should receive reminders ahead of each Unit, but we always recommend you add the class to your calendar. Remember, it’s 5 consecutive Tuesdays from 9 – 10am Pacific.
Revisit the class as needed
You’ll have perpetual access to the class recordings, transcripts, and handouts. And, next time it’s taught live, you’ll be able to join the Zoom sessions and access the new content.
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Frequently Asked Questions
I want to become a Certified Specialist. How do I declare a Specialist Pathway?
In your Dashboard, go to “My Pathways” and you choose your pathway there. Declaring your pathway lets you easily track your progress, and it’s free!
I registered for this class years ago – can I attend the new live sessions?
Yes – you’re welcome and encouraged to join live sessions whenever it’s taught again.
To get the Zoom information, make sure you’re logged in and head to Module 1, Unit 2: Live Class Information – see Class Outline above. By the way: you’ll automatically have access to the new recordings and handouts by visiting any unit in Module 2.
I lost the Zoom link for the live portion, where is it?
Log in, and then head to Module 1, Unit 2: Live Class Information.
Where are the recordings?
Same place as the handouts – make sure you’re logged in and head to Module 2.
Please allow 24 hours for the recordings to be posted after the live class.
I’m already registered. Where are the handouts?
Handouts are inside each unit of Module 2.
Make sure you’re logged in and check out the Course Outline above.
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