Financial intelligence for MSPs
A stronger MSP starts with a clearer picture.
Find the profit leaks. Understand what’s behind them. Put the right work first.
A planning estimate in your browser.
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01 / The workspace
From the whole book
to the next decision.
Meridian IT is a synthetic MSP. These figures come from its computed book, with the uncertainties kept in view.
- Book margin
- 49.1% – 65.8%
- Billed basis · 27 of 30 clients · 24 months
- Annual recurring revenue
- $3.33M
- Run rate · 30 clients · 44 agreements
- Needs a decision
- 14
- Findings in the synthetic book
Start here
Margin is leaking at Lakeside.
The agreement earns $80 per seat, against a book median of $140. Support hours are more than twice the median.
Synthetic book · 24-month window · no customer data
Open the workspace preview02 / Your number
What is it worth?
What would you take home?
Enterprise value is the headline. Cash at close is a different number. Work through the range, the waterfall, and the drivers that move it.
Run your numbersAvailable today · self-reported inputs · 2026-Q3 model
The distinction
Enterprise value
less debt, rollover equity,
escrow, fees, and tax
03 / The work behind it
A finding is a beginning.
01
Find
Reconcile the PSA and accounting package into one set of numbers. Surface where margin is leaking.
02
Understand
Read the figures, the basis they were computed on, and what remains uncertain.
03
Decide
Name the next step, an owner, and a date. Record the decision and the evidence it rested on.
04
Review
See whether later figures moved, and when it is still too early to tell.
Sell or stay
Build a business
that is better to own.
The drivers a buyer prices—structural margin, revenue that stays, a business that runs without you—also make the business stronger when you keep it.
See what is holding your number backPerspectives
A closer look.
The economics behind the decisions MSP owners make.
The consolidation wave, counted
Between 169 and 466 MSP acquisitions closed last year, depending who's counting. The disagreement is the story.
95/102 beats 85/110
Two retention numbers describe every MSP. Owners quote the flattering one. Buyers price the other.
Nobody misses a function they never had
Every role in an MSP is being rethought for AI except one — and the reason it got skipped is not the reason everyone assumes.
The hump at six million
MSPs stall between $6M and $10M for a reason almost nobody measures. Not about selling — the fix is the same either way.
Fewer tools was never the point
The old stack rule was: if a new tool doesn't replace one or two you already have, skip it. The rule was wrong — but not for the reason most people give.