Who This is For
MSP owners with $1M+ in annual revenue
Companies preparing to scale beyond their current structure
Owners preparing to sell their company — now or in the future
Founders who want clarity before approaching lenders or buyers
Why Financial Readiness Matters
Buyers and lenders look for financial credibility, not just revenue.
Messy books create doubt — and can kill deals.
Weak documentation slows growth and creates operational drag.
Heavy owner dependency reduces flexibility and valuation.
Many MSP owners assume they’re “in good shape” until a lender asks hard questions
or a buyer begins diligence. Financial readiness isn’t about whether you plan to sell
tomorrow — it’s about whether your numbers, systems, and structure would withstand serious scrutiny.
The same discipline that supports a strong exit also supports sustainable growth.
Inside the MSP Financial Readiness Assessment, You Receive:
A structured 60-minute strategy session using our 11-category Financial
Readiness Framework
01
A scored Financial Readiness Scorecard identifying strengths, partial gaps, and
critical risk areas
02
A comprehensive 15–20 page written assessment detailing red flags, structural
weaknesses, and specific corrective steps
03
Evaluation across 11 key areas including: Banking & Financing, Legal, Tech
Stack, Insurance & Risk Management, Client & Revenue Metrics, Strategic
Readiness, Documentation & Process, Tax Efficiency, Accounting Integrity,
People Structure, and Culture
04
Clear identification of items that may reduce valuation, delay financing, or create
friction with lenders or buyers
05
A prioritized roadmap outlining practical next steps to strengthen your business
before scaling or pursuing a transaction
06
$1,000 fixed fee credited toward ongoing advisory services
07
Money-back guarantee if you are not completely satisfied with the value you
receive
08
What You'll Walk Away With
At the end of the assessment, you will know:
-
Whether your financial statements would withstand lender or buyer scrutiny
-
Where operational weaknesses may be limiting scalability
-
How dependent the business is on you personally
-
Which structural changes would meaningfully increase stability and long-term value
-
What to prioritize now versus what can wait
This work strengthens your foundation for both growth and exit.
About Andrew
Andrew is a CPA and former MSP CFO who led financial operations through a sale to private equity. He now works with growth-minded companies to strengthen financial clarity, operational resilience, and long-term value.
His insights on financial leadership and business scalability have been featured at national conferences and in professional publications.
Your $1,000 fixed fee investment provides...
60-minute strategy session
15–20 page
written assessment
Scored Financial Readiness Scorecard
Fee credited toward ongoing advisory services
Money-back guarantee if you are not completely satisfied with the value you receive
If you are running an MSP over $1M and want clarity on how your business would perform under serious financial scrutiny — whether for growth, financing, or a future exit— this is the place to start.
