How to Switch Managed Service Providers
Without Losing Data, Access, or Your Mind
"Switching MSPs is one of the most operationally complex things a small business does. Most companies that stay with a bad MSP do so because they're afraid of the transition — not because they're satisfied. This guide makes the transition manageable."
Switching Readiness Checklist
Check off the items you currently control independently of your MSP.
Own admin credentials to Microsoft 365 / Google Workspace
Current network diagram & documentation
Software license keys in our company name
Direct access to domain registrar (e.g. GoDaddy)
Direct access to DNS hosting provider
Independent verification that backups work
Readiness Score
0%
Significant Preparation Needed
Do not give notice to your current MSP yet. You need to secure these assets first.
Next steps:
Send a formal written request to your current MSP for full administrative credentials and documentation before discussing termination.