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#37 – From the Trenches Building a $3–$5M MSP, CSM Strategy and EOS Execution (Michael Milhouse)

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Manage episode 522067159 series 3683956
Content provided by Josh Peterson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Peterson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of the From the Trenches series, Josh Peterson sits down with Michael Milhouse, President and Co-Founder of Bridgepoint Technologies, for a candid look at what it really takes to build, stabilize, and scale a $3–$5M MSP.

Michael shares his journey from old-school COBOL programming in the 1980s to leading a 32-person organization with multiple service lines—including managed services, custom application development, and a SaaS offering. He breaks down how Bridgepoint transitioned from break/fix to 90% managed services, why the Customer Success Manager (CSM) role became central to client retention and revenue growth, and how implementing EOS® aligned three equal partners around accountability, structure, and measurable execution.

This episode delivers practical, hard-earned lessons for MSP owners who want to move beyond the owner-operator phase and build a scalable, predictable, and healthy business.

👉 Learn about the BMK Vision Operating System: https://beringmckinley.com/vision

Topics Covered
  • Breaking into IT in the 1980s and early programming work

  • Consulting career in Chicago’s financial sector

  • Founding multiple IT consulting firms before launching Bridgepoint

  • Co-founder dynamics and aligning three equal partners

  • Scaling to 32 employees across MSP, SaaS, and app dev

  • Moving from break/fix to managed services

  • The evolution and value of the CSM role

  • Running Strategic Business Reviews (SBRs) that clients actually engage with

  • Understanding revenue mix across recurring, project, and hourly

  • Chart of accounts complexity when managing multiple business lines

  • The “3–5M Valley of Death” and why it stalls MSP growth

  • The mindset shift from technician to leader

  • Why EOS requires a facilitator and not self-implementation

  • Level 10 meetings, scorecards, rocks, and partner accountability

  • Communicating vision and strategic direction across the organization

About This Episode

This is a real, practical conversation about the struggles and breakthroughs MSP owners experience on the path to operational maturity. Michael’s transparency around CSM strategy, EOS implementation, service delivery, financial organization, and leadership growth makes this a must-listen for owners ready to scale beyond $1M–$2M and build a truly mature service organization.

🎙️ Speaker Bios

👤 Guest: Michael Milhouse

President & Co-Founder, Bridgepoint Technologies

Michael Milhouse is the President and Co-Founder of Bridgepoint Technologies, an Illinois-based MSP and technology solutions company offering managed services, custom application development, and a SaaS platform (ToodleBox). With more than 30 years in IT—beginning with COBOL programming and mainframe systems in the 1980s—Michael has built and scaled multiple consulting and technology organizations. Today, he leads a team of 32 professionals focused on delivering modern IT solutions and long-term client partnerships across the Midwest.

🌐 Website: https://www.mybridgepoint.com

📍 Based in Lombard, Illinois

🎤 Host: Josh Peterson

CEO, Bering McKinley

Josh Peterson is the CEO of Bering McKinley and host of the BMK Vision Podcast. A leading authority on MSP business operations, Josh has spent decades helping Managed Service Providers build scalable, profitable organizations. His work focuses on service maturity, financial structure, leadership development, and the BMK Vision Operating System — a framework designed to help MSP owners grow with clarity and intention.

🌐 Learn more about BMK Vision: https://beringmckinley.com/vision

🌐 Bering McKinley: https://beringmckinley.com

  continue reading

43 episodes

Artwork
iconShare
 
Manage episode 522067159 series 3683956
Content provided by Josh Peterson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Peterson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of the From the Trenches series, Josh Peterson sits down with Michael Milhouse, President and Co-Founder of Bridgepoint Technologies, for a candid look at what it really takes to build, stabilize, and scale a $3–$5M MSP.

Michael shares his journey from old-school COBOL programming in the 1980s to leading a 32-person organization with multiple service lines—including managed services, custom application development, and a SaaS offering. He breaks down how Bridgepoint transitioned from break/fix to 90% managed services, why the Customer Success Manager (CSM) role became central to client retention and revenue growth, and how implementing EOS® aligned three equal partners around accountability, structure, and measurable execution.

This episode delivers practical, hard-earned lessons for MSP owners who want to move beyond the owner-operator phase and build a scalable, predictable, and healthy business.

👉 Learn about the BMK Vision Operating System: https://beringmckinley.com/vision

Topics Covered
  • Breaking into IT in the 1980s and early programming work

  • Consulting career in Chicago’s financial sector

  • Founding multiple IT consulting firms before launching Bridgepoint

  • Co-founder dynamics and aligning three equal partners

  • Scaling to 32 employees across MSP, SaaS, and app dev

  • Moving from break/fix to managed services

  • The evolution and value of the CSM role

  • Running Strategic Business Reviews (SBRs) that clients actually engage with

  • Understanding revenue mix across recurring, project, and hourly

  • Chart of accounts complexity when managing multiple business lines

  • The “3–5M Valley of Death” and why it stalls MSP growth

  • The mindset shift from technician to leader

  • Why EOS requires a facilitator and not self-implementation

  • Level 10 meetings, scorecards, rocks, and partner accountability

  • Communicating vision and strategic direction across the organization

About This Episode

This is a real, practical conversation about the struggles and breakthroughs MSP owners experience on the path to operational maturity. Michael’s transparency around CSM strategy, EOS implementation, service delivery, financial organization, and leadership growth makes this a must-listen for owners ready to scale beyond $1M–$2M and build a truly mature service organization.

🎙️ Speaker Bios

👤 Guest: Michael Milhouse

President & Co-Founder, Bridgepoint Technologies

Michael Milhouse is the President and Co-Founder of Bridgepoint Technologies, an Illinois-based MSP and technology solutions company offering managed services, custom application development, and a SaaS platform (ToodleBox). With more than 30 years in IT—beginning with COBOL programming and mainframe systems in the 1980s—Michael has built and scaled multiple consulting and technology organizations. Today, he leads a team of 32 professionals focused on delivering modern IT solutions and long-term client partnerships across the Midwest.

🌐 Website: https://www.mybridgepoint.com

📍 Based in Lombard, Illinois

🎤 Host: Josh Peterson

CEO, Bering McKinley

Josh Peterson is the CEO of Bering McKinley and host of the BMK Vision Podcast. A leading authority on MSP business operations, Josh has spent decades helping Managed Service Providers build scalable, profitable organizations. His work focuses on service maturity, financial structure, leadership development, and the BMK Vision Operating System — a framework designed to help MSP owners grow with clarity and intention.

🌐 Learn more about BMK Vision: https://beringmckinley.com/vision

🌐 Bering McKinley: https://beringmckinley.com

  continue reading

43 episodes

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