M&A transactions are complex and time-consuming. Choosing the right partner is key to successful value generation. Exit VP is a boutique lower-middle-market intermediary with a laser focus on owner-centric exits and a track record of delivering results. Website: https://exitvp.com/

1. BEGINNING THE
ACQUISITION
PROCESS:
STEPS
EVERY
MSP
SHOULD
TAKE

2. Define Your Why
Every successful sale begins with a
clear understanding of the owner’s
goals. Before considering a sale,
work with an advisor to identify your
goals. Do they clearly define your
MSP’s vision, mission, and objectives
as well as your own personal
desires?

3. Assess Your Financials
Financial health is a significant
determinant in the sale process.
Potential buyers will closely
scrutinize your financial records.
Ensure you have a clear sales
process, a robust customer base,
and consistent revenue streams.

4. Strengthen Your Team
A talented and autonomous team
can significantly enhance the value
of your MSP. Before considering a
sale, evaluate your team’s strengths
and areas of improvement. Investing
in training and skill development can
make your MSP more attractive to
potential buyers.

5. Streamline Operations
and Documentation
Operational efficiency is a key
selling point. Ensure your
operations are lean, scalable,
and documented. From service
delivery to customer service,
every process should be mapped
out.

6. Evaluate and Optimize
Client Relationships
Strong client relationships are the
backbone of any MSP. Before a sale,
assess the health of these
relationships. Are your clients
satisfied? Is there potential for
growth within existing accounts? Are
the client contracts assignable to a
new buyer?

7. Seek Professional Advice
Selling an MSP is a complex
process, laden with industry-
specific nuances. Engage a sell-side
advisor who understands the MSP
landscape. Their insights can be
invaluable, from accurately
valuating your MSP to connecting
you with the right buyers.

8. https://exitvp.com/
7043050820
Connect With Us