GET YOUR MSP BUSINESS READY TO SELL
Before you sell your MSP, you'll be asked hundreds of detailed questions covering finance, tax, legal, HR, operations, cyber, IT and more. Get the answers ready before the questions arrive, without putting the rest of the business on hold. Built specifically for IT Managed Services Provider (MSP) owners.
A sale process runs on detail, not just a deal
Once a buyer is found and a price agreed, the real work begins. Lawyers, accountants and the buyer's own due diligence team will ask hundreds of questions across every part of the business.
Businesses that go in unprepared lose time, lose momentum, and often lose value. Gaps discovered mid-process are one of the most common reasons deals slow down or buyers push back on price.
Most owners only do this once. Unlike the buyer's side, which has often done it many times before, you're navigating unfamiliar territory for the first and probably only time, at exactly the point when the stakes are highest.
Running the business while the sale happens
Selling an MSP demands a dual focus and is time consuming. It asks the owner and the wider decision making team to cover every part of the sale, including areas where they may not have detailed knowledge, while the business still needs to run and keep moving forward.
For most owners, that combination becomes a major distraction. Either the day to day business slips, or the owner ends up working excessive hours to manage both the sale and the business at once. This service is built to help you and your decision makers balance both roles, filling the gaps that smooth out due diligence and the wider acquisition process.
We provide the structure and experience to ensure your team stays in control of both roles throughout the entire process.
A readiness service built from direct experience
This service gets your MSP ready to answer those questions before they're asked. It's built entirely from first hand experience.
You and team stay in control throughout; the service identifies what's needed, directs the preparation, and briefs your accountant and solicitor on exactly what the process will require.
Nine Business Areas
A structured readiness engagement covering nine areas of the business
Finance
We review your recurring revenue quality, margins and management accounts so buyers can clearly see the strength and stability of your MSP’s finances.
Tax
We help you present a clean tax history and sensible structure so buyers are confident there are no hidden liabilities in the deal.
Legal
We review contracts, IP ownership and compliance so buyers can move quickly without legal surprises.
Human Resources
We review contracts, key person risk and your org structure so buyers can see a stable, scalable team behind the numbers.
Operations
We assess service delivery, SLAs and client and supplier relationships so buyers understand how reliably your MSP runs day to day.
Processes
We document procedures and continuity plans so the business doesn't depend on any one person.
Cyber and Security
We review security policies, controls and incident history so buyers can trust your MSP’s risk posture.
IT
We document systems, licensing and infrastructure so buyers understand exactly what they are acquiring.
Marketing and Sales
We review the sales pipeline, customer contracts and customer concentration so buyers can see predictable, diversified revenue.
A Simple, Structured Process
We guide you through a clear, step-by-step journey to ensure your business is fully prepared for the scrutiny of the buyer's due diligence team.
01
02
03
04
Assess
Guide
Brief
Confirm
Review the business and its existing documentation against all nine areas, highlighting what's missing and, where possible, checking it for consistency and level of detail, so gaps can be identified early.
The owner and team gather and develop the material, with clear direction to ensure all documentation is accurate and complete.
Your accountant and solicitor are briefed on the specific finance and legal documentation the process will require.
A final review across all nine areas to check the documentation and processes are in place before the business goes to market.
Wondering where your business would fit in this process.
A short conversation is the easiest way to find out. No pricing, no pressure, just a look at where you stand.
Clear boundaries, by design
Our preparation is designed to complement your existing accountant and solicitor, not replace or duplicate their work. Our work is defined by a clear scope that you approve.
Valuation and pricing stay with your accountant or M&A adviser, buyer search and introductions stay with your broker, and negotiation and deal execution stay with you and your solicitor. Once the business is ready, the engagement is complete. Support during due diligence or negotiation, if wanted, is a separate arrangement.
Owner-managed MSPs planning ahead
Whether you are preparing for a sale in the next 12 to 24 months or have had an unexpected approach, we help you prepare for the detailed buyer due diligence process.
Why get ready in advance
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Faster due diligence. Material is already assembled rather than pulled together under time pressure.
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Fewer surprises. Gaps found mid process are a common source of delay and price renegotiation.
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Less disruption. Management isn't pulled away from running the business to hunt down records.
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Specialist direction. Recurring revenue quality, financial management information beyond the P&L, and operational and commercial information such as client and supplier relationships, guided by someone who knows exactly what these areas need to look like.
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A more balanced process. You can keep running the business while the sale moves forward alongside it, rather than instead of it.
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Lasting value. Better HR, IT and process documentation is good business practice, sale or no sale.
A stronger position, not just a faster one
About
Dave founded and ran his own MSP for over a decade before selling after a rigorous 15-month due diligence process. His experience is built on firsthand preparation for the same nine areas that now define our consultancy. He now helps other MSP owners navigate the complexities of the exit process with the calm, professional expertise that only a seasoned owner can provide.
CONTACT
Let’s Work Together
07711 847670
david.thomas9@me.com