Owner Advisory & Value Acceleration
Weekly owner advocacy focused on KPIs, valuation methods, vision and traction, due diligence readiness, and value gap remediation.
Growth Caddie works with MSP owners, leadership teams, and acquisitive buyers to improve operational maturity, strengthen financial performance, and increase enterprise value over a 2-5 year value creation horizon.
Our advisory approach combines strategic planning, operating rhythm, and best-in-class metrics to execute excellence from the foundation up. We guide owners through value acceleration with a proprietary framework informed by the MSP Pyramid of Excellence and real-world transaction experience.
Growth Caddie has helped 18 MSP owners prepare and exit successfully, with an average 3x increase in realized business value.
Growth Caddie was built on a simple idea: great operators don't go it alone. Like a caddie in golf, we bring the right tools, perspective, and experience to every situation. Over the past 40 years, we have founded multiple service providers and worked with hundreds of MSPs, seeing how decisions actually play out—what works, what doesn't, and where hidden risks lie. That experience allows us to guide owners with clarity and confidence, helping them make better decisions, avoid costly mistakes, and ultimately build more valuable businesses.
Weekly owner advocacy focused on KPIs, valuation methods, vision and traction, due diligence readiness, and value gap remediation.
2-4 hour structured review across strategy, finance, sales, service, and compensation with a prioritized action plan.
For private equity, family offices, and acquisitive operators: LOI review, range of value analysis, customer concentration, contracts/MSA review, and KPI comparison.
Tech stack and competency review, service payroll and COGS optimization, PSA best-practices audit, and profitability improvement levers.
Over 30 targeted workshops brought to clients at exactly the right time — covering value creation strategy, budgeting, account management, sales, EOS/Traction alignment, and more. View all workshop categories →
Ready to improve performance now and increase options later? Let's discuss your goals, current baseline, and the right first 90-day plan.
Typical engagements include startup/focus day, weekly advisory cadence, and quarterly planning cycles.
"Your insights and the tools you introduced have been instrumental in steering our company in the right direction, enabling course corrections and significantly increasing overall value."
- Todd Kuebel, COO, Techlocity
"We can't thank you enough for the guidance and wisdom shared to get us here. This milestone would not have happened without your support."
- Dan Dickenson & Jeremy Fitzgerald, Reboot Networks
"As we celebrate closing our deal, we want to share our thanks for how generously you shared your knowledge and friendship with us."
- Client note after successful transaction close