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MSP Report How It Works Buyer-Eye Valuation Coverage About

See the $249 reportMSP report

Free MSP seller assessment

Is your MSP actually ready for buyer diligence?

Check the records you could hand a serious buyer today. The result shows which missing records are most likely to weaken the company story.

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Free exit-readiness check

Mark the evidence you could hand a serious buyer today

Financial recordMonthly financials reconcileMonthly profit and loss statements, balance sheets, and trailing results agree to the accounting system.Financial recordAdd-backs have supportOwner compensation, one-time costs, personal expenses, and other proposed adjustments have records and explanations.Revenue qualityService-line margin is visibleManaged services, projects, resale, security, and other work can be compared by revenue and gross margin.Revenue qualityRecurring revenue reconcilesThe MRR schedule agrees to billing and identifies term, renewal, pricing, and cancellation rights.Revenue qualityRetention is measurableLogo and revenue retention can be shown by period without relying on a current customer list alone.Revenue qualityCustomer concentration is knownLargest-client, top-three, top-five, and vertical concentration are current and tied to revenue.Diligence fileCustomer contracts are organizedExecuted agreements, amendments, renewal terms, pricing, service scope, and assignment language are accessible.Diligence fileVendor commitments are mappedMaterial tools, minimum commitments, renewal dates, change-of-control terms, and pass-through costs are documented.Diligence fileSecurity obligations are documentedInternal controls, customer commitments, insurance, incidents, and compliance responsibilities have a current record.TransferabilityThe owner role can be explainedSales, customer relationships, escalations, finance, and delivery work still owned by the founder are visible.TransferabilityLeadership responsibilities are delegatedNamed leaders own delivery, customer success, finance, sales, and key operating routines beyond the founder.TransferabilityNew revenue is repeatablePipeline stages, source, win rate, sales cycle, pricing authority, and relationship ownership can be shown.

0of 12 evidence areas ready

Prepare before a process

The first job is assembling reliable financial, recurring-revenue, contract, and owner-role evidence before inviting buyer scrutiny.

First gaps to close

Monthly financials reconcileReconciled monthly records let a buyer trust the earnings bridge and spend less time reopening basic financial questions.
Add-backs have supportUnsupported adjustments are usually challenged, reducing the earnings figure used in an offer.
Recurring revenue reconcilesA reconciled recurring-revenue schedule supports the durability of the revenue a buyer expects to inherit.

Recommended next step

Build the core diligence file and use an outside view to see which parts of the company story need proof.

Get the outside view Start an MSP valuation

Need the seller file before the outside review?

Use the MSP seller checklist to organize the exact financial, customer, contract, team, vendor, and security records a buyer is likely to request.

Open the seller checklist

ExecSignal Advisory

Independent second opinions for MSP owners before an expensive pricing, hiring, growth, or sale decision

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