Owner Advisory & Value Acceleration
Weekly owner advocacy focused on KPIs, valuation methods, vision and traction, due diligence readiness, and value gap remediation.
Maximize Business Value with a Practical, Proven Growth Framework
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.
About Our Methodology
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.
- Establish meeting cadence, accountability, and scorecards
- Benchmark against best-in-class operational and financial metrics
- Run focused workshops to close value gaps quarter by quarter
- Build owner readiness and company readiness in parallel
Statement of Proof
Growth Caddie has helped 17 MSP owners prepare and exit successfully, with an average 3x increase in realized business value.
Services
Operational Maturity Assessment (OML)
2-4 hour structured review across strategy, finance, sales, service, and compensation with a prioritized action plan.
Acquisition Assessment
For private equity, family offices, and acquisitive operators: LOI review, range of value analysis, customer concentration, contracts/MSA review, and KPI comparison.
Technology & Service Optimization
Tech stack and competency review, service payroll and COGS optimization, PSA best-practices audit, and profitability improvement levers.
Workshops
Target market and TCP, budgeting and forecasting, account management, onboarding, sales and marketing process, EOS/Traction alignment, DiSC and Kolbe profiling, and value creation planning.
Team
Paul C. Cissel
- First 14 years in high technology, including CEO roles at two VC-backed software companies.
- Past 22 years as an entrepreneur focused on growth and value creation.
- Founded ComBusSolutions and sold to Phoenix Networks (American; PHX); served as COO/Senior VP Sales across 24 sales offices, 2 call centers, and multiple acquisitions.
- Founded MV-Telephone (dba Atlantic Connections) and sold to ChoiceOne (CWON); served as Senior VP Sales while maximizing earn-out performance across 8 Northeast offices.
- Founded Internet & Telephone and sold to Onepath; led M&A with six acquisitions at I&T and one at Onepath.
- Directly involved in more than 50 M&A transactions.
- Robin Robins/TMT Expert in Residence for growth and M&A.
- Service Leadership Senior Analyst and peer group facilitator.
Kevin Bozung
- Founded Safety Net in 2003, grew to $9MM with best-in-class metrics, and sold to Thrive in 2024.
- Built a high-performing management team and took a sabbatical in 2020/2021, including a six-month RV trip across the country.
- Returned full-time in 2022 with a focus on value acceleration.
- Co-founded Naveego in 2014 and sold to Aunalytics in 2021; served as Chairman of the Board.
- Member of the fund-raising team that successfully purchased Grand Traverse State Bank, and served on its Board.
- 22 years as an entrepreneur.
- Service Leadership Certified Coach.
- Certified Exit Planning Advisor through the Exit Planning Institute.
Recommended Books & Podcasts
📖 Featured: Walking to Destiny
Christopher M. Snider's framework outlines the practical sequence Growth Caddie uses to help owners build transferable value and expand strategic options.
- Shift your paradigm
- Align your Three Legs
- Make business value your #1 goal
- Focus on the present
- Manage value using the 5 Stages of Value Maturity
- Make intangible assets transferable — TransferAbility!
- Use Value Acceleration as your core management process
- Ground plans in action — relentlessly execute
- Measure frequently — keep score
- Build reliable teams internally and externally
- Invest in your success
Business & Sales
Books
- $100M Offers — Alex Hormozi
- $100M Leads — Alex Hormozi
- The Pumpkin Plan — Mike Michalowicz
- Solution Selling — Michael Bosworth
- The New Solution Selling — Keith Eades
Podcasts
- Repeatable Revenue — Ray J Green
Business Management
Books
- What the Heck is EOS? — Gino Wickman
- Traction: Get a Grip on Your Business — Gino Wickman
- Rocket Fuel — Gino Wickman & Mark Winters
- Managing the Professional Services Firm — David Maister
- The Five Dysfunctions of a Team — Patrick Lencioni
Value Creation
Books
- Enterprise Value — Pete Worrell
- Built to Sell — John Warrillow
- Walking to Destiny — Christopher Snider
- Simple Numbers & Simple Numbers 2 — Greg Crabtree
- Adapt or Die — Thomas Douglas
Podcasts
- Built to Sell — John Warrillow
- How I Built This — Guy Raz
EOS — The Entrepreneurial Operating System®
Paul Cissel is a former professional EOS implementor with deep experience running the full EOS Process for leadership teams. When EOS transitioned to a franchise model, Growth Caddie pivoted to helping clients with self-implementations — delivering the same proven methodology with hands-on guidance at every step.
At the core of the Growth Caddie methodology is establishing a foundation of cadence and accountability, starting with weekly Level 10 (L10) leadership meetings.
The 6 Key Components
- Vision — Get everyone 100% on the same page
- People — Right people in the right seats
- Data — Objective numbers that pulse your business
- Issues — Prioritize and solve problems permanently
- Process — Systematize how you run the business
- Traction — Execute on the vision every day
The EOS Process
- 90-Minute Meeting — Introduce EOS to the leadership team
- Focus Day — Clarify roles, set priorities, improve communication
- Vision Building Day 1 — Clarify your vision with the V/TO tool
- Vision Building Day 2 — Refine marketing strategy, 3-year picture, 1-year plan
- Quarterly Sessions — Evaluate, reflect, refocus every 90 days
- Annual Sessions — Two days to update vision and plan the year
Issues Solving Track
EOS's disciplined approach to eliminating obstacles:
- Identify — Dig past the stated problem to the real issue
- Discuss — Open, honest debate — say it once, get it on the table
- Solve — Decide, assign ownership, confirm completion in the next meeting
"It's more important that you decide than what you decide."
Value Acceleration Workshops
Workshop 1 - Education
Team is educated on the Value Acceleration Methodology and shared terminology.
Workshop 2 - Strategic Framework
Define the 3-to-5-year vision, strategic goals, and priority initiatives.
Workshop 3 - Focus
Translate strategy into one-year and quarterly goals with clear KPIs.
Workshop 4 - Alignment
Run Opportunity Assessment and assign initiative champions with ownership.
Workshop 5 - Metrics & Feedback
Implement individual and company dashboards for performance visibility.
Workshop 6 - Rhythm
Establish cadence: mid-month check-in, monthly accountability, and quarterly renewal.
Exit Planning & Value Acceleration
Paul Cissel and Kevin Bozung are both Certified Exit Planning Advisors (CEPAs) through the Exit Planning Institute.
"Exit Planning combines the plan, concept, effort and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital."
- Christopher M. Snider, Walking to Destiny
Value Acceleration Methodology
Discover→Prepare→Decide
- Discover: Business valuation and personal, financial, and business assessments.
- Prepare: Personal and financial planning, business action improvements, and de-risking.
- Decide: Grow or exit, then execute the selected transaction program.
Roles & Responsibilities
| Role | Primary Responsibility |
|---|---|
| Owner | Sets personal goals, timelines, and decision criteria. |
| Exit Planning Advisor | Coordinates process, sequencing, and value acceleration priorities. |
| CPA | Normalizes financials, tax planning, and earnings quality readiness. |
| Attorney | Legal structure, compliance, contracts, and transaction protection. |
| Financial Planner / Wealth Advisor | Post-transaction planning, liquidity design, and personal financial strategy. |
Due Diligence (Client Access)
Pre-transaction due diligence is a proactive preparation process for ownership transfer. Access to this section is limited to authorized clients.
Two core diligence tracks: Financial Audit and Legal Audit.
Financial Statements
- Historical P&L, balance sheet, and cash flow quality review
- Revenue concentration and margin analysis
Sales & Marketing
- Pipeline quality, conversion metrics, and retention trends
- Contract structure and recurring revenue consistency
Operations
- Service delivery standards and KPI performance
- Process documentation and scalability readiness
Human Resources
- Org chart, compensation plans, and key-person continuity
- Role clarity, onboarding, and accountability systems
Corporate Organization
- Entity structure, governance records, and compliance documentation
- Board and ownership records
Real & Personal Property
- Lease, asset, and equipment schedules
- Intellectual property and transferable asset records
Testimonials
"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
Contact
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.