MSP Exit Readiness Assessment
How ready is your MSP to sell — or to run without you?
Whether you’re eyeing an exit in the next 12 months or simply want a more valuable business that runs without you, this free assessment shows you exactly where you stand today, and where your value is locked up. A business that’s ready to sell is simply a well-run business, measured.
This isn’t just an automated score. Every report is analyzed, edited, and signed off by Dave Wilkeson before it reaches your inbox.
Planning to exit in three to five years? That’s exactly enough runway to fix what buyers discount — and not much more.
Free · About 10 minutes · 32 questions · Personalized report emailed to you
The value a buyer pays for is built years before the sale
We’ve spent decades helping MSP owners get ready to sell, and the pattern never changes: the businesses that command the strongest price started preparing years ahead, not in the weeks before they signed. A buyer’s first questions are always the same. How predictable is the revenue? How dependent is the business on you? Are the margins real? The owners who answer those with confidence didn’t get lucky. They had time, and they used it. This assessment gives you that honest read now, while there’s still runway to act on it. In our experience, the gap between a well-prepared MSP and an unprepared one at the same revenue is often a full turn of EBITDA or more — at $1.5M–$10M, frequently the largest single number in an owner’s retirement.
What you get back
A personalized readiness report
Not a generic PDF. Your answers are analyzed against the seven dimensions, then the report is edited and signed off by Dave Wilkeson before it’s sent — plain owner English, real analysis, no sales-pitch filler.
A read on the 7 things buyers pay for
We look at your MSP the way an acquirer will. Profitability, recurring revenue, client durability, how much runs through you, and more.
A rating, and where to start
From “Ready to Sail” to “In Dry Dock,” you’ll see where you stand today and the handful of moves that raise it fastest.
Ten minutes now. A clear read on your value in two business days.
How it works
Answer the questions
About 32 short questions on your financials, clients, team, and growth. Ten minutes, give or take. “Don’t know” and “prefer not to say” are both valid answers.
We do the analysis
We put your answers through the same lens we use with clients: the seven dimensions that actually move an MSP’s value and sellability.
You get your report
A personalized report, written by us and drawing on 35+ years advising MSPs, lands in your inbox. Yours to keep, no obligation.
The seven dimensions of a sellable MSP
- Profitability quality — are your margins and true net profit where a buyer expects?
- Growth engine — is growth predictable and repeatable, or lumpy and referral-dependent?
- Revenue mix & agreements — how much is recurring, and how well are your agreements designed?
- Client base durability — concentration, retention, and the strength of your contracts.
- Owner independence — how much of the business still runs through you?
- Operational & financial maturity — clean books, closed monthly, and decisions run on real numbers.
- Go-to-market & position — a repeatable growth engine and a defensible spot in your market.
Built for owners running an MSP between $1.5M and $10M
Our clients typically run MSPs between $1.5M and $10M in revenue, and some are larger. This is for you whether you’re planning to sell in the next year, thinking about it somewhere down the road, or you simply want the confidence that comes from a business that could sell for the top of its range when you’re ready.
Backed by 35+ years in the MSP trenches
Your report is edited and signed off by Dave Wilkeson, who grew a 12-person VAR into an 85-person market-leading MSP before exiting, and has advised thousands of MSP owners across North America, the UK, Europe, Australia, and New Zealand since 2013. The analysis is grounded in the frameworks from Profit and Growth for MSPs: Dragon Boats, Catamarans, and Superyachts, which Dave co-authored — the same boat typology behind your rating. If you’re still years from selling, even better. That’s exactly when this work pays off most.
Not ready to fill out the questionnaire yet?
If you’re skeptical about the value of the report, book a call with Dave first — we’ll walk you through exactly what the deliverable looks like, no obligation.
Start your free exit readiness assessment
About 10 minutes, 32 questions, and a personalized report in return. No cost, no obligation, and we won’t pitch you in the report.
Common questions
Is it really free?
Yes. The assessment and your personalized report cost nothing.
I’m not planning to sell soon. Is this still for me?
Absolutely. The value you’ll eventually sell is built years in advance, so the earlier you know where you stand, the more you can do about it. Many owners take this simply to run a tighter, more valuable business.
Will you try to sell me something?
The report is analysis, not a pitch. If we think we can help, there’s a low-key next step at the end. Entirely up to you.
How long does it take?
About ten minutes. The questions are short and written for owners, not accountants.
When will I get my report?
Within two business days. Every report is edited and signed off by an Advisor before it goes out — that’s why it isn’t instant.
What if I don’t have an answer?
“Don’t know” is a perfectly valid answer, and useful signal in itself. “Prefer not to say” works too; we simply set that question aside, no penalty. Answer what you can.
Is my information private?
We use your answers only to build your report and, if you’d like, to talk it through. We don’t sell your data.
Know where your MSP stands
Ten minutes now for a clear picture of your MSP’s value — and your personalized report within two business days.