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A Private Forum for
MSP Strategy & Success
MSP leaders shouldn't face challenges alone. The Next Level Group brings together experienced Managed Service Providers to share insights, compare benchmarks, and exchange best practices in a confidential setting. Our EOS-driven approach ensures structured discussions that lead to actionable outcomes and measurable growth.
Learn from Titan's in the MSP Space
















Unlock Your Potential with Peer Insights
Join a community where financial transparency and best practices thrive. Experience the power of collective wisdom to drive your business forward.
Recieve expert guidance and resources.
Join a community that fosters growth and transparency. Share insights and strategies to elevate your business performance.
Communication & Resources
- Microsoft Teams as a separate tenant for secure communication
- All documents stored in SharePoint via Teams
- Optional owners' call every Monday at 4:00 PM
Quarterly Meetings
Meetings occur quarterly over a three-day period at a host member's location:
- Sunday – Arrival and group dinner
- Monday – Full day of presentations, followed by a hosted group dinner
- Tuesday – Half-day for deeper dives into key issues or pre-planned topics
Off-hours discussions are highly productive, covering MSP business strategy and industry challenges. Hosts often organize team-building activities, such as guided tours or excursions.
Quarterly Reporting & Presentations
- New members are assigned an NLG mentor to guide them through creating their first quarterly report
- Reports are uploaded two weeks prior to the meeting
- Each member reviews and comments before the live presentation
- Presentation time is based on EBITDA performance—higher performers present briefly, lower EBITDA members receive more time for deeper discussion
Each presentation includes:
A comprehensive overview of the company's strategic direction and performance metrics.
Executive Summary (Personal & Business)
Top 3 Needs from the Group
Financial Scorecard
CSAT Scores, Vendor Costs & Tech Stack
Exit Strategy (if applicable)
Financial Dashboard (SLI-based insights)
Sales & Pipeline Review
Quarterly Goals & Prior Results
Org Chart & Salaries
MSP-Focused Collaboration
Share financial data and business metrics in a secure, trusted environment with peers who understand the unique challenges of Managed Service Providers.
Team Expansion Support
Access our nationwide network of MSP resources to extend your team's capabilities and reach across the USA.
Best Practice Exchange
Access our extensive script library and learn proven methodologies from successful MSP industry peers.
Ready to Take Your MSP to the Next Level?
Join our confidential peer group and gain access to strategies that drive growth, efficiency, and profitability for your Managed Service Provider business.