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BMK Vision

BMK Vision

MSP consulting that works the plan with you

A one-year plan built with your leadership team, a consultant who knows MSPs from the inside, and the numbers to prove it's working.

BMK MANAGEMENT CONSULTANTS
PURPOSE DRIVEN - PROJECT BASED - GOAL FOCUSED

Accelerate growth and drive profit with the MSP experts

HOW VISION RUNS

AT THE START

1. Onboard

Your financials connect to the Vision platform and we assess how the business operates. You get one readout with your numbers measured against BMK's standards, so the plan starts from fact.

AT THE START

2. Strategic Planning Session

One to two days with your leadership team that produce your one-year business plan, with milestones, initiatives and goals that each have an owner and a date.

MONTHS 1 TO 12

3. Monthly plan work

Every month your consultant works the plan with you: a plan meeting with action items, accountability on goals, a review of your numbers, and hands-on help where you need it.

MONTHS 3, 6, 9 AND 12

4. BMK Quarterly Review (BQR)

Every quarter we step back and review the plan, the business and the financials together, score the quarter against the plan, then reset the next ninety days.

THE PLAN IS THE PRODUCT

BIG GOALS, BROKEN DOWN UNTIL SOMEONE OWNS THE NEXT STEP

Every company goal breaks down into milestones, initiatives and goals, each with one owner and a date. Every monthly plan meeting ends with action items, and your team works and reviews them every week.

COMPANY GOAL

$3.2M revenue at 15% net profit by December 31

Owner: CEO

MILESTONE

Agreement gross profit at 65% by June 30

Owner: CEO

INITIATIVE

Service delivery: reprice and right-size agreements

Owner: Service manager

GOAL

Reprice the 12 agreements under 50% AGP by March 31

Owner: Account manager

ACTION ITEM

Flag the bottom 12 agreements before the next plan meeting

Owner: Service coordinator

Sample plan, for illustration.

A TEAM OF EXPERTS
YOUR VISION TEAM

Team icons vision

Each client gets a dedicated consultant who works the plan with your leadership team every month.


WHO VISION IS FOR
FROM THE FIRST HIRE TO THE EXIT

MSP owners and their leadership teams, from under $1M to $15M. Where your MSP is today decides what the plan works on first.

UNDER $1M

Growing, without a plan yet

You're growing on referrals and hustle, and nothing is written down about where the business is going. The owner is still the top tech, the salesperson and the bookkeeper.

After a year: revenue and profit growing together, on pricing that holds, and the next hire decided by the numbers.

Usually Vision Essentials: the owner and up to two leaders working the plan.

$1M TO $3M

Leaders building their teams

Your service, sales and operations leaders are hiring under them, but without roles, standards or numbers to manage by. Decisions still come back to the owner.

After a year: each leader runs their department by the plan and the numbers, not by checking with the owner.

Essentials or Strategic, depending on how many leaders work the plan.

$3M TO $15M

Scaling toward an exit

Your leaders manage managers now, and the growth that got you past $3M has flattened. A sale, a partner buyout or private equity is on the horizon.

After a year: a higher valuation, from stronger EBITDA and cleaner recurring revenue.

Usually Vision Strategic: a leadership team of three or more, each running an initiative.

Vision Packages (Monthly)

Essentials and Strategic both include:

  • Onboarding and a baseline against BMK's standards
  • Strategic Planning Session and your one-year plan
  • Monthly plan meetings with action items
  • Quarterly reviews of the plan and financials (BQR)
  • The Vision platform
  • One-time onboarding: $5,000 (remote or in Chicago) or $7,500 (at your location)

Resources (Hourly)

Tap into your team anytime, by the hour:

  • Access the unique skills of your entire team
  • Use as much or as little as you want
  • You control the when and what
  • From getting it done to strategic advice

PRICING

VISION ESSENTIALS

$1,450/MO

Includes 4 advisory hours/month + the Vision App

VISION STRATEGIC

$2,550/MO

Includes 8 advisory hours/month + the Vision App

ADDITIONAL HOURS

$288/HR

Billed in quarter-hour increments

VISION

FREQUENTLY ASKED QUESTIONS

Why Vision?

A one-year plan built with your leadership team, a consultant who knows MSPs from the inside and works that plan with you every month, and the numbers to prove it is working.

Is it a big commitment?
Vision is a 1-year agreement. Real results take sustained effort. Your monthly investment is fixed and known up front ($1,450 for Essentials, $2,550 for Strategic), and additional hours are billed only as you use them. Committed monthly hours are priced below our standard hourly rate, so the commitment works in your favor.
How long is the agreement?

We ask you to commit for 1 year to see the results.

How much does it cost?

Vision Essentials is $1,450 per month and Vision Strategic is $2,550 per month. Each includes the Vision App and your monthly advisory sessions, so you always know your baseline. Beyond your included hours, you only pay for the time you actually use, billed at $288 per hour in quarter-hour increments. A one-time onboarding fee applies: $5,000 for onboarding conducted remotely or at our Chicago office (lunch is on us; travel not included), or $7,500 for onsite onboarding at your location.

How do I manage my Vision?

Your plan lives in the Vision platform, with an owner and a date on every goal. Your team works its action items every week, your consultant works the plan with you every month, and every quarter we review the plan and financials together and reset the next ninety days.

Why should I trust BMK?

Don’t take our word... Ask around first! After over 20 years in the industry, we have made a name of excellence for ourselves and our clients.

What expertise do you have?

A Vision consultant who knows MSPs from the inside meets with your leadership team every month, works the plan with you, and keeps the numbers honest.

What exactly do I get with Vision?

A one-year plan built with your leadership team in a Strategic Planning Session, monthly plan work with a consultant who knows MSPs from the inside, quarterly reviews of the plan and financials, and the Vision platform to track it all.

How long does it take?

It’s a journey, not a destination. But most see immediate results and we will be there with you every step of the way as you grow.

Should I wait until I am less busy?

We got you. Join Vision now and do what fits you today. You can call for simple support one day, then tackle advanced growth obstacles the next. You’re always in control.

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GET VISION TODAY
FOR A CLEAR FUTURE TOMORROW

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