Position Your IT Firm for Growth or Sale - Totally Revised for 2021
5W19

Taught by Rayanne Buchianico, Author and Coach

 

“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.

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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

Class Outline

Your Instructor

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