Sessions:
One thing is certain for every business owner, someday you will transition your business to a new leader. This discussion focuses on the critical topics of leadership transition: legacy enhancement, and continuity of business success.
Highlighting Mitch’s journey with New Charter, this session will explore how to effectively support and manage the transition of leadership, ensuring both the business and its stakeholders thrive. Mitch’s extensive experience includes participating in or advising in over 100 transactions of MSPs as an executive or consultant. He will share his valuable insights into the complexities and nuances of transitioning leadership.
Key takeaways include the importance of proactive planning, ensuring the important cultural elements are taken into consideration, and doing the work needed for success.
Join us to learn how to safeguard the future of your business and leave a lasting impact.

Mitch Morgan
Founder and Executive Chairman, New Charter Technologies
Mitch Morgan, the Founder and Executive Chairman of New Charter Technologies, has been instrumental in shaping the company from the ground up. His career encompasses a variety of roles including commercial banking, entrepreneurship, corporate leadership, and industry consultancy. Under his leadership, New Charter Technologies has developed an innovative Operating Model that cultivates equity partnerships, allowing business owners to further their entrepreneurial pursuits within the company’s framework.
Mitch’s proficiency in developing IT services firms is demonstrated by his impressive track record. Before New Charter’s inception, he directed a consultancy focused on improving MSP businesses and successfully completed 21 MSP acquisitions. As Vice President at IKON, he managed a $500M technology services division with over 2,000 employees. He also founded and grew his own IT services company, which was eventually acquired. In his role as General Manager of Heartland Marketplace for IKON, Mitch oversaw a $100M P&L and led a team of 110 sales representatives across four states. His journey from Commercial Banking to his current executive role highlights his dedication to the evolution of the IT services industry.
Sessions:
One thing is certain for every business owner, someday you will transition your business to a new leader. This discussion focuses on the critical topics of leadership transition: legacy enhancement, and continuity of business success.
Highlighting Mitch’s journey with New Charter, this session will explore how to effectively support and manage the transition of leadership, ensuring both the business and its stakeholders thrive. Mitch’s extensive experience includes participating in or advising in over 100 transactions of MSPs as an executive or consultant. He will share his valuable insights into the complexities and nuances of transitioning leadership.
Key takeaways include the importance of proactive planning, ensuring the important cultural elements are taken into consideration, and doing the work needed for success.
Join us to learn how to safeguard the future of your business and leave a lasting impact.