Concept Overview
A Buyers Club
for Independent MSPs.
Independent managed service providers operate in isolation — each carrying the full cost of software, compliance, legal, marketing, and administrative overhead alone. The Syndicate changes that equation without asking anyone to give up their business.
What You Keep
Your Business, Intact
Your clients stay yours. Your technicians stay on your payroll. Your revenue flows to your entity. Your brand remains your brand. The Syndicate does not acquire, absorb, or control your operation.
What Changes
Shared Cost, Shared Power
Overhead costs — software, legal, accounting, marketing, senior technical talent — are pooled across members. Vendor relationships are negotiated at group volume. Each member pays less and gets more.
The Governance Model
Owners Govern as a Quorum
No single owner holds authority over another. Member MSP owners govern the Syndicate collectively. Strategic decisions require consensus. The structure is flat by design.
The Longer Game
Optionality at Exit
Members who want to exit eventually have a path — sell their book within the group, or position the combined entity for acquisition by a strategic or PE-backed buyer at a materially better multiple than going alone.
Formally structured as a Management Services Organization (MSO)
— a proven model used across healthcare, legal, and dental industries to unify operations while preserving entity independence. Search "MSO structure" for context.
Founding Members
Who's at the Table
Four MSPs — all operating on the Syncro platform, all connected through the Syncro PAC — form the founding group. This is the starting point, not a closed list.
South Dakota
Cybertek Systems
Winner, SD. Municipal, credit union, and rural utility focus. Anchor operator.
Roseville, CA
Tappan Solutions
Founded 2012 by Ronda Tappan. Dental, legal, and SMB focus. 24/7 service desk. 12+ years in business.
Snohomish, WA
BullerTech
20+ years in business. Managed IT, cybersecurity, and co-managed services. Snohomish, WA — Seattle area.
Cincinnati, OH
Orchestrate Technologies
Vincent Williams. Business development and connector role. Strong vendor relationships.
How It Works
The Structure
The Syndicate LLC sits above the member MSPs as a shared services layer. Revenue, clients, and staff stay at the MSP level. Shared costs, vendor relationships, and functional teams live at the Syndicate level.
Syndicate LLC
Management Services Organization · Shared Services Layer
Cybertek Systems
Winner, SD
Anchor · Operator
Tappan Solutions
Roseville, CA
Dental Vertical
BullerTech
Snohomish, WA
Managed IT · Co-Managed
Orchestrate Tech
Cincinnati, OH
Connector · BD
Revenue stays at MSP
Clients stay at MSP
Techs stay at MSP
Overhead flows to Syndicate
Vendor relationships at Syndicate
Entity Protection
Liability Firewall
Each MSP remains a fully separate legal entity. The MSO structure is designed so that a lawsuit, debt issue, or client dispute at one entity cannot reach the others — provided the following principles are maintained.
Hard Rules
What Must Be True
— Separate bank accounts per entity, always
— No commingling of funds between entities
— Client contracts signed at the MSP level, never the Syndicate
— Each MSP carries its own E&O and cyber liability coverage
— Quarterly financial disclosures by all members
Legal Requirement
Attorney Review Required
The MSO operating agreement, buy-sell provisions, and intercompany service agreements must be drafted by legal counsel experienced in MSO structures. This document is a concept overview — not a legal instrument.
The structure described here is modeled on MSO frameworks used extensively in healthcare, dental, and legal services. An attorney familiar with those industries will recognize the pattern immediately.
What the Syndicate Provides
Shared Services
The Syndicate provides two categories of shared value: a tiered technical delivery model and shared functional business teams — both costed across members so no single MSP carries the full burden alone.
Technical Delivery
Tiered Support Model
Technicians at every level remain employed by or associated with individual member MSPs. Where the Syndicate changes the game is in the shared resources it can fund collectively — resources no individual MSP could justify carrying alone.
A shared Tier 3 engineer handles complex architecture, projects, and high-stakes deployments across the entire group. An EOS Integrator keeps member MSPs aligned, accountable, and moving toward their shared goal of being world-class service providers — managing information workflows, running the operating cadence, and bridging the gap between each owner's vision and day-to-day execution.
Beyond those two roles, the Syndicate unlocks access to fractional executives — a fractional CMO, fractional CFO, fractional legal counsel, or whatever the group needs at a given stage — shared across all members at a fraction of what any one MSP would pay independently.
Tier 1 · At Each MSP
AI-Driven Helpdesk
Tier 1 is primarily fulfilled by AI — handling first-contact resolution, ticket triage, and routine requests without human intervention. Dramatically reduces per-ticket cost and eliminates the need for traditional entry-level helpdesk headcount at each MSP.
Tier 2 · At Each MSP
On-Site & On-Premise Technicians
Hired directly by each member MSP. These techs handle hands-on field work, on-premise infrastructure, and escalations requiring a physical presence.
What's up for discussion — and one of the Syndicate's most practical advantages — is cross-MSP technician utilization. A member MSP in a lower-cost market may be able to hire a full-time on-premise technician at a rate that pencils out even at 50% local utilization, with the remaining capacity allocated to other member MSPs who need field coverage or overflow support.
This fundamentally changes the hiring math. Instead of an MSP stretching to justify a full-time tech they only need 25–50% of the time, the Syndicate absorbs the rest. Lower payroll hardship. Better technician retention. More coverage across the group.
Tier 3 · Syndicate Employed
Architecture & Complex Rollouts
The Syndicate's first true hire. A senior engineer shared across all member MSPs for complex projects, architecture design, and high-stakes deployments. Time is tracked per MSP and billed back at a standard internal rate — marked up to clients at normal project margins.
Shared Resources — The Tier 3 engineer, EOS Integrator, and fractional executives are all Syndicate-level resources — costed across members and available to all. No single MSP carries these salaries alone. The more members in the group, the lower the per-member cost and the higher the quality of talent the Syndicate can attract.
Business Operations
Functional Teams
Five shared functional teams serve all member MSPs. These are roles and functions that each MSP currently handles — expensively and in isolation. Under the Syndicate, costs are pooled and quality improves.
📣
Marketing
Brand, content, campaigns, and lead generation shared across all members. No individual MSP carries this cost alone.
🤝
Sales
Outbound prospecting, pipeline management, and closing support. Leads routed to the right member MSP by geography or vertical.
⚙️
Operations
Process standardization, tooling administration, vendor management, and service delivery consistency across the group.
🏗️
Projects
Onboarding, migrations, and complex deployments coordinated centrally and executed with Tier 3 engineering support.
📊
Finance & Admin
Consolidated billing, vendor chargebacks, overhead allocation, financial reporting, and compliance across all members.
Governance — Member MSP owners occupy a collective ownership quorum. Strategic decisions require consensus — no single owner holds authority over another. Each functional team serves all members equally.
Collective Purchasing
The Buying Power
Advantage
The most immediately tangible benefit of the Syndicate. Every member is currently paying individual pricing on software and hardware they all use. The Syndicate negotiates once, at group volume, and every member wins from day one.
Self-Funding Potential — The margin improvement on vendor purchasing alone has the potential to offset a significant portion of Syndicate overhead costs — making membership effectively self-funding from day one. The more members who join, the stronger the negotiating position.
Cloud & Licensing
Cloud & Productivity · CSP of Record
Microsoft
The Syndicate holds the CSP relationship. M365, Azure, and all Microsoft licensing is delegated to each member MSP at consolidated tier pricing — with meaningfully improved margins versus each MSP maintaining their own CSP relationship independently.
Distribution · Master Account
Pax8
The Syndicate operates as the Pax8 master tenant. Member MSPs access the full catalog as sub-entities — better pricing tiers, single billing relationship, and simplified monthly reconciliation across all vendors carried on the platform.
Security & Operations
PSA & RMM
Syncro
All four founding members already run Syncro — this is the common thread that brought the group together. Consolidated licensing reduces per-seat cost immediately with no migration required.
Managed Detection & Response
Huntress
MDR coverage negotiated at group volume. A consistent security baseline across all member MSPs also strengthens the compliance and liability story when going to market with clients.
AI Service Operations
Augment
AI-assisted service delivery at syndicate scale. Shared tooling reduces per-MSP cost while delivering consistent Tier 1 automation and operational leverage across the entire group.
Security Tooling
Email Security
Proofpoint
Enterprise-grade email protection at group pricing. Positions member MSPs to offer a security tier previously out of reach for SMB-focused operators at individual contract pricing.
Hardware Distribution
Ingram Micro / TD Synnex
Consolidated hardware purchasing unlocks distributor volume tiers. Better margins on workstations, networking gear, and infrastructure across all member deployments.
And Every Other Vendor
The Full Stack
Backup, DNS filtering, documentation, compliance tooling — any recurring vendor relationship benefits from syndicate-level negotiation. This list is a starting point, not a ceiling. See the Proposed Stack page for full alignment detail.
Tool Alignment
Proposed Stack
One of the most valuable things the Syndicate can do is align on a common vendor stack. The more tools members share, the stronger the group's negotiating position and the more consistent service delivery becomes.
⚠ Proposed Only
This table reflects what is currently known about each founding member's toolset. Nothing here has been agreed upon or finalized. Every tool, category, and vendor is open for discussion. The goal is alignment — not mandate. Members retain the right to negotiate as a group on every line item below.
| Tool / Vendor |
Cybertek
Winner, SD |
Orchestrate
Cincinnati, OH |
Tappan Solutions
Roseville, CA |
BullerTech
Snohomish, WA |
Syncro PSA + RMM |
✓ |
✓ |
✓ |
✓ |
Hudu Documentation Platform |
✓ |
? |
? |
? |
Microsoft CSP M365 / Azure |
✓ |
? |
? |
? |
Pax8 Distribution Platform |
✓ |
? |
? |
? |
Huntress MDR / EDR |
? |
✓ |
? |
? |
Proofpoint Email Security |
? |
? |
? |
? |
Augment AI Service Operations |
✓ |
✓ |
? |
? |
3CX VoIP / Phone System |
✓ |
? |
? |
? |
✓ Confirmed in use
? Unknown / to be discussed
— Not in use
Note — This table is incomplete by design. The goal of the first member meeting is for each MSP to submit their actual current stack so we can identify true alignment, gaps, and migration opportunities. Syncro is the only confirmed common tool across all four founding members — and that's a meaningful head start.
Long-Term Path
The Exit Thesis
Participation in the Syndicate is valuable on day one through cost reduction and buying power. But the longer-term optionality — a structured path to exit at a materially better valuation than any member could achieve alone — is what makes this genuinely strategic.
Path to Acquisition
The Roll-Up Timeline
Phase One
Formalize the Syndicate
MSO operating agreement drafted by legal counsel. Buy-sell provisions established. Member admission standards documented. Quarterly reporting cadence begins. Each member signs the management services agreement.
Phase Two
Standardize the Operating Model
Unified contract templates across all members. Consistent service tiers and pricing. Stack alignment completed. Syncro as the common platform is already done — everything else follows. Shared Tier 3 engineer hired.
Phase Three
Aggregate MRR
Combined recurring revenue across founding members tells a meaningfully different story to a buyer than any single MSP can. A $15k MRR business is a job. A $60–100k+ MRR platform is an asset. Additional members further strengthen the position.
Phase Four
Go to Market
PE-backed acquirers — Ntiva, Thrive, Executech, and others — are actively acquiring MSP platforms. A combined entity with clean contracts, standardized tooling, AI-reduced overhead, and documented processes commands a premium multiple. Target: 4–6x trailing MRR.
Member Admission
How New MSPs Join
The Syndicate is designed to grow. A clear admission process protects existing members while keeping the door open to strong candidates. Each new member reduces overhead contributions for everyone already in the group.
01 / Letter of Intent
Express Interest
Prospective member submits a basic LOI. Existing members vote — 75% supermajority required. One person can't block; one person can't railroad.
02 / Due Diligence
Open the Books
24 months of financials, MRR summary with churn rate, full debt disclosure, and any pending litigation or regulatory issues submitted for member review.
03 / Operational Audit
Meet the Standards
Minimum MRR threshold. Contracted client agreements. Active E&O and cyber liability insurance. Willingness to migrate to the agreed Syndicate stack.
04 / Sign Agreements
Execute the Docs
MSO operating agreement, buy-sell provisions, quarterly reporting covenant, and overhead contribution schedule all executed before admission is complete.
05 / Probation Period
90 Days
New member contributes to the overhead pool but holds limited voting rights. Trust is established incrementally. Full membership activates at 90 days.
Ongoing Benefit
Fees Recalculate
Every new member added to the Syndicate reduces the overhead contribution required from all existing members. Growth benefits everyone.
Buy-Sell Agreement — Any member wishing to exit must first offer their book to the group via Right of First Refusal (30–60 days). Valuation is determined by a pre-agreed formula — e.g. 4x trailing MRR — established at formation, not negotiated at the moment of departure. This protects both the departing member and the group.