How do I fold an MSP I bought into my own MSP?
Fold it in stages, with client stability first. Keep service running as it was, then consolidate tools one layer at a time, move clients to your agreement terms as they renew, combine help desks and teams once people know their roles, and tell clients early and plainly what is changing and what is not.
Buying another MSP is one step; folding it in is another. The harder part starts after closing, when two sets of tools, agreements and habits have to become one business. Most of the risk is in the first months, because the clients you bought chose the old provider and can leave. Many owners move slowly where clients can see the change, and quickly where they cannot.
Start by changing nothing the client sees
Keep the same people, phone number, ticket route and invoices for a while. Spend the early weeks learning how each client is actually served: what is promised, what is done informally, and what the previous owner did that never made it into a document. The BDC guide to post-acquisition integration is a useful general frame.
Consolidate tools in a sensible order
Remote monitoring, ticketing, backup and security tools each affect clients differently. Backup and security changes carry the most risk, so test them on a few clients before moving others, and keep the old backups until the new ones are proven. Moving administrator access needs care, as in how access is handed over.
Agreements and service levels
Do not rewrite every client agreement on day one. Many owners move clients to their own terms at renewal, and explain any change before it takes effect. Watch for service promises in the old agreements that your team may not be able to meet. Ask your lawyer how to change terms without breaking what the client already agreed to.
Teams and clients
Technicians who know the acquired clients are your best protection. Be clear about roles and reporting early. The reasons technicians stay or go are covered in whether technicians stay after you buy. Tell each client what is changing, when and why, in your own voice.
Related reading
11 pages on the same subject, grouped by topic.
Buying
Due diligence
Sources
This answer is checked against primary sources. Links were last confirmed on the dates shown.
- 01Business Development Bank of CanadaGovernmentUnderstanding post-merger operational integration
- 02Business Development Bank of CanadaGovernmentWhat are the steps to buying a business?
- 03Business Development Bank of CanadaGovernmentHow to conduct due diligence when buying a business
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