In this episode of Profit, Grow, Exit, Abi Walsh sits down with Shawn Walsh and Michelle Scribner, CEO, Sum of All Numbers, to break down why forecasting is one of the most important tools for business owners who want long term profitability and growth.

They discuss the difference between looking backward at financials versus planning ahead with forecasting, how the Profit First framework helps entrepreneurs improve cash flow, and why so many business owners forget to pay themselves while growing their companies.

Michelle Scribner shares practical insights on creating a 12 month rolling forecast, understanding cash flow, planning for hiring, tracking expenses correctly, and using financial data to make smarter business decisions before problems happen. Shawn Walsh explains how budgeting and forecasting create discipline, improve focus, and help business owners avoid emotional spending and risky decisions.

This conversation also covers:

* Profit First methodology for entrepreneurs
* Why forecasting matters for business growth
* How to improve cash flow management
* Rolling 12 month forecasting strategies
* Common budgeting and forecasting mistakes
* Using data instead of gut feelings in business
* Planning for hiring, scaling, and profitability
* Why business owners must pay themselves
* Financial planning for MSPs and service businesses
* How forecasting helps businesses prepare for growth and exit

If you want to build a business that is profitable today, scalable tomorrow, and valuable enough to exit in the future, this episode delivers practical strategies you can apply immediately.

Host:
Abi Walsh
Shawn Walsh

Featuring:
Michelle Scribner
CEO, Sum of All Numbers
Connect with Michelle Scribner on LinkedIn - https://www.linkedin.com/in/michelle-scribner-94ab881aa/

I hope you enjoy this episode! Give it a like, share, and subscribe to not miss the content coming your way weekly.

– Abi and the Profit. Grow. Exit. podcast team

Connect with Abi Walsh on LinkedIn: https://www.linkedin.com/in/abiwalsh/
Visit the Encore Strategic website here: encorestrategic.io

Listen to Profit. Grow. Exit on these Platforms:
YouTube: https://www.youtube.com/channel/UCRvlZ82qYZ3_5G2B-sPpaLw
Spotify: https://open.spotify.com/show/0x5v7BQunMtbNsFLSoZTvR
Apple:​ https://podcasts.apple.com/us/podcast/profit-grow-exit/id1891305118
Amazon: https://music.amazon.com/podcasts/00643a88-8d90-4a94-ba91-3505f8e4f84b

#ProfitGrowExit #AbiWalsh #MSPBusiness #ManagedServiceProvider #MSPGrowth #BusinessExit #ExitPlanning #MSPOwner #BusinessStrategy #PeerGroups #BusinessScaling #SmallBusinessGrowth #EntrepreneurMindset #BusinessOperations #MSPSuccess

Profit. Grow. Exit. is the podcast for MSP owners who are ready to stop being the best technician in their business and start being the best operator. Hosted by Abi Walsh of Encore Strategic, each episode delivers straight-talking insight on building a profitable, scalable, and sellable managed service business — from knowing your numbers to building the team that lets you step back. Most MSP owners built a high-paying job, not a company — and it doesn't have to stay that way. If you're stuck at a plateau, unsure of your exit path, or ready to run your business like a real business, this podcast is for you.

Abi Walsh sits down with Sonja (Fridell) Pomerleau, Chief Operating Officer at Next Level Now, Inc., for a deep dive into how operational discipline, EOS, and verticalization are reshaping MSP growth and profitability.

Sonja shares her unconventional path from aspiring journalist to software sales during the 2008 recession, and how she helped scale a VAR from under 1M to over 12.5M in revenue. Now at Next Level Now, she focuses on building embedded finance teams for MSPs and driving operational maturity over pure revenue growth.

In this conversation, they explore why systems and leadership structure matter more than chasing revenue, how EOS creates clarity inside fast-growing companies, and why focusing on a single vertical like MSPs can unlock stronger marketing, better talent performance, and predictable scaling.

They also discuss modern sales tactics in an AI-heavy world, why human connection still wins, and how MSPs can position themselves as trusted advisors in a rapidly changing tech landscape.

Featuring:
Sonja (Fridell) Pomerleau
Next Level Now, Inc.
Chief Operating Officer

Connect with Sonja (Fridell) Pomerleau on LinkedIn - https://www.linkedin.com/in/sonjafridell/

I hope you enjoy this episode! Give it a like, share, and subscribe to not miss the content coming your way weekly.

– Abi and the Profit. Grow. Exit. podcast team

Connect with Abi Walsh on LinkedIn: https://www.linkedin.com/in/abiwalsh/
Visit the Encore Strategic website here: encorestrategic.io

Listen to Profit. Grow. Exit on these Platforms:
YouTube: https://www.youtube.com/channel/UCRvlZ82qYZ3_5G2B-sPpaLw
Spotify: https://open.spotify.com/show/0x5v7BQunMtbNsFLSoZTvR
Apple:​ https://podcasts.apple.com/us/podcast/profit-grow-exit/id1891305118
Amazon: https://music.amazon.com/podcasts/00643a88-8d90-4a94-ba91-3505f8e4f84b

#ProfitGrowExit #AbiWalsh #MSPBusiness #ManagedServiceProvider #MSPGrowth #BusinessExit #ExitPlanning #MSPOwner #BusinessStrategy #PeerGroups #BusinessScaling #SmallBusinessGrowth #EntrepreneurMindset #BusinessOperations #MSPSuccess

Profit. Grow. Exit. is the podcast for MSP owners who are ready to stop being the best technician in their business and start being the best operator. Hosted by Abi Walsh of Encore Strategic, each episode delivers straight-talking insight on building a profitable, scalable, and sellable managed service business — from knowing your numbers to building the team that lets you step back. Most MSP owners built a high-paying job, not a company — and it doesn't have to stay that way. If you're stuck at a plateau, unsure of your exit path, or ready to run your business like a real business, this podcast is for you.

In this episode of Profit, Grow, Exit, Abigail Walsh, Channel Manager at Wingman MSP Marketing, sits down with Josh Smith to unpack the biggest marketing mistakes MSPs make and how to build a pipeline that drives consistent growth.

Many MSP owners rely too heavily on referrals, but when referrals slow down, growth stalls. Josh explains why MSP marketing is different from selling products, why trust is everything, and how providers can stand out in a crowded market.

They also discuss how MSPs can improve their websites, generate better leads, follow up more effectively, and create long term sales opportunities instead of chasing quick wins.

What You’ll Learn in This Episode:

Why relying only on referrals is risky for MSP growth
How MSPs can build trust before prospects are ready to buy
The biggest website mistakes hurting conversions
Why follow up matters more than most MSPs think
How cold calling still works when done the right way
What makes MSP marketing different from traditional marketing
How community and peer groups help MSP owners grow faster

If you run an MSP and want more qualified leads, better sales systems, and long term growth strategies, this episode is packed with practical advice.

Connect with Josh Smith on linkedin - https://www.linkedin.com/in/josh-smith-b181b6184/

Subscribe for more MSP growth, sales, and exit strategies.

#MSPMarketing #ManagedServiceProvider #LeadGeneration #MSPSales #BusinessGrowth #WingmanMSPMarketing #ProfitGrowExit

I hope you enjoy this episode! Give it a like, share, and subscribe to not miss the content coming your way weekly.

– Abi and the Profit. Grow. Exit. podcast team

Connect with Abi Walsh on LinkedIn: https://www.linkedin.com/in/abiwalsh/
Visit the Encore Strategic website here: encorestrategic.io

Listen to Profit. Grow. Exit on these Platforms:
YouTube: https://www.youtube.com/channel/UCRvlZ82qYZ3_5G2B-sPpaLw
Spotify: https://open.spotify.com/show/0x5v7BQunMtbNsFLSoZTvR
Apple:​ https://podcasts.apple.com/us/podcast/profit-grow-exit/id1891305118
Amazon: https://music.amazon.com/podcasts/00643a88-8d90-4a94-ba91-3505f8e4f84b

#ProfitGrowExit #AbiWalsh #MSPBusiness #ManagedServiceProvider #MSPGrowth #BusinessExit #ExitPlanning #MSPOwner #BusinessStrategy #PeerGroups #BusinessScaling #SmallBusinessGrowth #EntrepreneurMindset #BusinessOperations #MSPSuccess

Profit. Grow. Exit. is the podcast for MSP owners who are ready to stop being the best technician in their business and start being the best operator. Hosted by Abi Walsh of Encore Strategic, each episode delivers straight-talking insight on building a profitable, scalable, and sellable managed service business — from knowing your numbers to building the team that lets you step back. Most MSP owners built a high-paying job, not a company — and it doesn't have to stay that way. If you're stuck at a plateau, unsure of your exit path, or ready to run your business like a real business, this podcast is for you.