Financial Management: Profitability Blueprint & Benchmarking
January 2nd, 2026 by Brian Suerth
Staying ahead of the competition requires more than just intuition and hard work. It demands a deep understanding of your company's financial health, industry benchmarks, and the ability to leverage data-driven insights. At Technology Assurance Group (TAG), we're committed to helping managed technology services providers (MTSPs) achieve unprecedented success through our comprehensive training programs and collaborative approach.
One of our most anticipated events is the upcoming "Financial Management: Profitability Blueprint & Benchmarking" class, scheduled for February 19-20, 2026, in Orlando, Florida. This intensive two-day workshop, led by industry expert Tim Schatz, is designed to transform the way MTSPs approach their financial strategies and operational efficiency.
Why This Class Matters
In an industry where the difference between average and exceptional performance can mean the difference between 6% and 20%+ EBITDA, understanding the nuances of financial management is crucial. This class goes beyond basic accounting principles, diving deep into the economic drivers, key performance indicators (KPIs), and pricing methodologies that set top-performing technology providers apart.
Key Topics Covered
Participants will explore a wide range of critical areas, including:
- TAG's Financial Analysis methodology for effectuating change
- The Profitability Blueprint for achieving 20%+ EBITDA
- Strategies for economic success across various technology disciplines
- Optimal technical staffing and efficiency practices
- Building core recurring revenues
- Hands-on experience with TAG's Managed IT Services Pricing Calculator
Personalized Financial Analysis
What sets this class apart is the individualized attention each company receives. Attendees will be provided with a detailed financial analysis of their own company, offering unprecedented insights into their current performance and potential areas for improvement. The second day of the workshop focuses on reviewing these analyses, with follow-up one-on-one sessions scheduled to discuss specific strategies for each company's financial transformation.
The Power of Benchmarking
One of the most valuable aspects of this class is the benchmarking component. With over 25 years of data and experience, TAG has developed a set of proven benchmarks that allow MTSPs to measure their performance against industry leaders. This comparative analysis is invaluable for identifying areas of strength and opportunities for growth.
From Data to Action
Understanding where you stand is only the first step. The true power of benchmarking lies in using that information to drive meaningful change. Participants will leave the class with a cogent, actionable plan for improving their financial results, tailored to their specific situation and goals.
Analytics: The Cornerstone of Modern Business
In today's data-rich environment, the ability to collect, analyze, and act on information is a critical competitive advantage. The Financial Management class emphasizes the importance of analytics in decision-making, from pricing strategies to operational efficiency.
Attendees will learn how to:
- Identify and track the most relevant KPIs for their business
- Use data to optimize pricing and service delivery
- Leverage analytics to improve customer retention and expand recurring revenue
- Make informed decisions about resource allocation and investments
Who Should Attend?
This class is invaluable for a wide range of MTSP leaders and managers, including:
- CEOs and business owners
- Controllers and office managers
- Sales managers
- Operations managers
- Installation managers
By bringing together diverse perspectives from across the organization, companies can ensure a holistic approach to financial management and performance improvement.
The TAG Advantage
What makes TAG's approach unique is our real-world experience. We don't just teach theory; we practice what we preach. As owners and operators of a successful MTSP in Southern California, we've implemented the very best practices we teach in our own business. This practical experience allows us to offer insights and strategies that are proven to work in the real world.
Looking Ahead
As we approach the February 2026 class date, we encourage all TAG members to consider attending this transformative event. The skills and insights gained from this intensive workshop have the potential to revolutionize your business's financial performance and set you on a path to long-term success.
Registration Information
While the specific hotel for the event has not yet been secured, we urge interested parties to complete the TAG registration process as soon as possible. This will ensure you receive all relevant information, including hotel booking details, as soon as they become available.
For any questions or additional information, please contact Janet Dufour at (858) 946-2111 or email janet@tagnational.com.
Conclusion
In an increasingly competitive and complex business environment, the ability to leverage analytics, benchmarking, and sound financial management practices is more important than ever. TAG's "Financial Management: Profitability Blueprint & Benchmarking" class offers a unique opportunity to gain the knowledge, tools, and insights needed to drive your MTSP to new heights of success. Don't miss this chance to transform your approach to financial management and set your business on a path to achieving 20%+ EBITDA and beyond.
Posted in: Strategizing