WHAT I DO: I help Managed Service Providers (Owners, CEOs, Presidents, Founders) achieve significant revenue growth, transition from working “in” the business to “on” the business, and break through profit plateaus by providing industry-specific executive coaching services.WHAT MAKES ME UNIQUE: With over 20 years of experience in the MSP industry, I’ve been in every role imaginable - from Technician to CEO. I’ve grown several MSPs to over $5 million in revenue, managed MSPs with over $15 million in revenue, bought and sold companies, and achieved high 7 figure exits.As a result, I’m uniquely positioned to provide the industry-specific expertise, insights and experience MSP leaders are looking for from an Executive Coach.BENEFITS MY CLIENTS REALIZE:📈 Improved Leadership Skills💼 Increased Employee Retention💰 Increased Profitability📊 Increased Value / Salability of Business🌴 Improved Work-Life BalanceWHAT OTHERS SAY:🗣️ “Over the past decade Brian has been consistent in asking the right questions to help me expand my view to see through and beyond the barriers in front of myself, my team, and my business.” - Joshua Jones, Regional Director of Operations, General Informatics🗣️ “Brian formed and led the most functional leadership team I’ve ever been a part of. He also led the most productive meetings I have experienced in 19 years in the SMB space. As a result of his model, I know how to lead my own teams.” - Aaron Smith, Director of Payroll Services, Centex BookkeepingAWAY FROM WORK:👨‍👩‍👧‍👧 Enjoying time with my wife Luci, and two daughters, Ana and Lily Kate🌊 Relishing time near any body of water, especially Lake LBJ in Texas, the gulf coast in Alabama, and Lake Michigan🍷 Studying wine and earning certifications, including my level 2 sommelier certificate in wine and spirits

As a Strategic Coach, I specialize in helping MSPs and other TSPs (Technology Services Providers) to maximize their vision and implement tools to ignite and sustain growth.Every company has some sort of goal. Just like in a sport, every team has the same goal - to win the game. What sets the winners apart from the losers? The system they have to achieve that goal. I help MSPs implement the right system to achieve their goals.Ready to level up your MSP? Let's talk.At the heart of MSP+OS are six key components that guide every facet of our operations and set us apart as industry leaders:🔹 Visionary Leadership: In this role, I'm not just setting goals; I'm crafting the future. I outline the strategic blueprint and long-term vision that direct every initiative and decision at MSP+OS.🔸 People Management: People are more than resources; they are the catalyst for our innovation. I foster an environment that empowers each team member to become an industry leader.🔹 Strategic Growth: Growth isn't just a metric; it's a multifaceted strategy. I take a hands-on approach in steering the company through acquisitions, partnerships, and sustainable expansion.🔸 Operational Excellence: Operations aren't just about tasks; they're the backbone of our business. I implement systems and practices that ensure our operations are efficient, scalable, and harmonious.🔹 Profit Optimization: Profit isn't just revenue; it's a tool for impact. I meticulously manage our financial portfolio to maximize reinvestment and societal contributions.🔸 Security and Trust: Security is more than firewalls; it's the bedrock of client relationships. I prioritize cutting-edge security measures to establish a foundation of trust and integrity.

Continued on with General Informatics after Unicom was purchased. Responsible for running the Western Region consisting of multiple acquired companies. Exited full-time employment in February 2020.

• Develop high quality business strategies and plans ensuring their alignment with short-term and long-term objectives• Lead and motivate all team members to advance employee engagement• Develop and lead a high performing managerial team• Oversee all operations and business activities to ensure they produce desired results and are consistent with the overall strategy and mission of the company• Make high-quality investing decisions to advance the business and increase profits• Review financial and non-financial reports to devise solutions or improvements• Build relationships with key partners and stakeholders• Analyze problematic situations and occurrences and provide solutions to ensure company profitability and growth• Maintain a deep knowledge of technology trends and customer industries• Target, analyze, and execute successful acquisitions of similar companies that fit our service portfolio

- Technology leadership- Sales leadership- Instrumental in developing strong product offerings for Credit Unions and other local businesses

CTO at DSOT - Data Systems of Texas is the Southwest Partner of the Sharetec Credit Union System. Serving credit unions since 1982, Data Systems provides credit unions with both in-house and service bureau solutions. Our software offers the latest technology, excellent service and support, and quality business continuity plans. Visit us at http://datasystx.com or email us at sales@datasystemstx.com.Sharetec Systems, Inc. was formed in 1993 when four companies formed a partnership committed to developing a very simple, yet robust data processing solution for its customers. The partners had a vision whereby sharing technology, hence the name Sharetec, and resources, they could offer a unique service solution to their regional territories. The partners, each owning 25% of Sharetec System, Inc., divided the country into regions, where each partner would provide sales, service and support for the Sharetec product. The Sharetec partners, by combining its resources, employ over 250 employees, have over $100 million in revenues and support more than 300 credit unions nationwide using its core system.

Full P&L and financial management for a Best-In-Class Managed Services Provider. My main areas of focus:- Corporate Strategy- Mergers and Acquisitions- Financial Management- Business Management- HR ManagementResponsible for our Mergers and Acquisitions activities, including:- Developing a marketing engine to attract companies for acquisition- Working with 3rd-party providers to attract and vet acquisition candidates- Analysis and due diligence for acquisition candidates- Acquisition and integration planning and executionMy primary day-to-day responsibility and focus is to build a department that effectively supports the company in four major dimensions: 1. Activities of daily living - A/R, A/P, Payroll and the administrative aspects of the company, including HR, office management, facilities and other internal administrative functions. 2. FP&A - not just numbers and not just retrospective but the key forward-looking metrics (including Engineering performance, sales performance, etc.) which are needed to manage the business, prospectively on a daily basis.3. Management of the operating economics of the company. Any company needs a Finance organization that can work with the rest of the company to optimize the operating economics over time. 4. Business judgment and decision-making - Finance is at the heart of sound judgment and decision-making and every CEO needs a partner in making sure that the company is doing the best job possible in decision making. This includes contract negotiations.

• Managing all operational activities for a $1.5 million IT Consulting Practice• Managing help desk including 8 technicians and serving over 70 different companies and over 1000 users• Financial analysis, budgeting, financial reporting, P&L• Responsibility for customer service across the entire organization• Developing relationships with clients at all levels of the organization to ensure top-notch customer service and long-term relationships with the client• Managing service contracts of up to $10,000/month to profitability metrics• Responsibility for ensuring on-time, on-budget delivery of projects• Project Management for multiple projects over long periods of time spanning process improvement, IT operations, Application Development, HR, and many other areas• Bottom line management and supervisory responsibility for staff of 12• Responsibility for accuracy of monthly invoicing for all activities• Weekly reporting on Key Performance Indicators• Product and service design and implementation• Strategic planning and management

• Managed computer and network support activities for an IT Consulting Practice• Managed help desk including 7 technicians and serving over 70 different companies and over 1000 users• Managed several projects of various sizes for various clients, supervising multiple technicians• Completed a 2-year Leadership Development Program facilitated by a retired Army 4-star General• Project Manager for several web applications supervising multiple developers• Web Application Development in .NET with C# and VB as well as PHP

• IT Consulting at multiple businesses• Help small businesses with all aspects of computer purchasing, support, and maintenance• Perform network design, analysis, recommendation, and administration• Web Application Development in .NET with C# and VB as well as PHP

• Developed and implemented E-commerce website• Set up and maintained Windows 2000 network and increasing network size• Database programming and administration• Creating new inventory system• Management responsibility for team of 4