The Process
Every stage of selling your MSP to Vicinity Companies, from first conversation to close: what happens, what it asks of you, and where you can stop.
Walk the Process
Selling a business is a series of decisions, not one leap. The whole arc typically runs four to nine months, you set the pace, and you can stop at every stage before signing. Click through each stage to see what happens and what it asks of you.
Conversation
Week 1 · one phone call
What happens
A confidential call, directly with our leadership. You learn how we operate and what we look for; we learn what you built and what matters to you in an exit. If it's worth continuing, we sign an NDA before anything sensitive changes hands.
What it asks of you
An hour, and nothing in writing. No financials, no commitments, no broker required. Many owners take this call two or three years before they're ready, just to know their options.
Valuation
Weeks 2–6
What happens
You share summary financials under the NDA. We come back with an indication of value and walk you through exactly how we got there: the adjusted EBITDA, the revenue quality, the concentration math. You're encouraged to check it with your own CPA.
What it asks of you
A financial summary your CPA or bookkeeper can pull together in a few hours: P&L, revenue by client, contract mix. Nobody visits your office and your team notices nothing.
Letter of Intent
Weeks 6–10
What happens
Price, structure, and terms in a few readable pages, including the people commitments. An exclusivity window starts here, so this is where the real decision lives. Have your attorney and CPA review everything; we expect it.
What it asks of you
Advisor meetings and honest reflection. This is the stage to negotiate what matters: the team terms, your role after close, and how the deal is funded. It's all discussable now, and much harder to change later.
Diligence
Weeks 10–20
What happens
We verify what we're buying: financials, client contracts, operations, the people picture. You get our document list up front, organized folder by folder, so nothing arrives as a surprise request at week fourteen.
What it asks of you
The heaviest lift: plan on 40 to 60 hours spread across these weeks, mostly gathering documents and answering questions about how the business runs. We'll plan the confidentiality with you so the team stays calm.
Close
Weeks 20–24
What happens
Definitive agreements are signed, funds are wired, and the announcement goes out on the plan we built together: your team hears it from you and us side by side, and your top clients get calls, not letters.
What it asks of you
Signatures, a steady week, and the conversations you've been preparing for. This is the day the people commitments you negotiated at LOI become real, in writing, in front of your team.
Transition
Months 1–6 after close
What happens
Integration runs the way we agreed: back-office weight moves to us, your team gets a deeper bench, and tools change only where it helps. Your role is whatever the deal says it is: full transition, advisory, or done at 90 days.
What it asks of you
Showing up for the handoff you designed. The best transitions are boring, and boring is the goal: clients notice continuity, the team settles, and you leave on schedule with the chapter actually closed.
The Honest Workload Summary
Across the whole arc, expect a few hours in the first month and 40 to 60 hours of your time during diligence. Your team won’t know until you decide they should, and we’ll give you the words for the questions you can’t answer yet. The two things that compress the timeline most: clean books and a document folder you started early. If you want the head start, the Not Ready Yet page covers exactly that.
Stage One Costs an Hour
The first conversation is confidential, obligation-free, and useful whether you sell next year or in five.