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; the buyer's side has often done it many times before.
Running the business while the sale happens
Selling an MSP demands a dual focus. You must answer hundreds of detailed questions about your operations while your business continues to run. 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
Built entirely from first hand experience of a completed MSP sale. The owner and team stay in control throughout; the service identifies what's needed, directs the preparation, and briefs the owner's 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
We review your business and documentation against all nine areas, highlighting any deficiencies to ensure a solid foundation.
The owner and team gather and develop the material, with clear direction to ensure all documentation is accurate and complete.
We brief your accountant and solicitor on the specific finance and legal documentation needed for the buyer's due diligence.
A final review across all nine areas before you go to market, ensuring you are fully prepared for the next phase of your exit.
Clear boundaries, by design
No valuation or pricing work. No buyer search or introductions. No involvement in negotiation or deal execution. This is preparation only, designed to complement the owner's existing accountant and solicitor, not replace them.
Owner-managed MSPs planning an exit
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
-
Faster due diligence
-
Fewer surprises
-
Less disruption to the day to day business
-
Specialist coverage of areas often under prepared such as recurring revenue quality and operational or commercial information
-
A stronger negotiating position throughout, not just a faster process
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