--- title: What IT Must Get Right After a PE Acquisition | Lazorpoint description: Learn how a focused IT assessment can help your company meet private equity expectations in the first 90 days. Build momentum from day one. image: https://www.lazorpoint.com/hubfs/LZP%20Blog%204.jpg --- [![LAZ-Full-Horizontal-REV Just the Name](https://www.lazorpoint.com/hubfs/Logos/Lazorpoint%20Logos/LAZ-Full-Horizontal-REV%20Just%20the%20Name.png) ](https://www.lazorpoint.com) ![burger icon](https://www.lazorpoint.com/hubfs/Digifianz/Assets/Icons/Burger%20white.png) ![times icon](https://www.lazorpoint.com/hubfs/Digifianz/Assets/Icons/Times%20white.png) IT Solutions That Deliver Peace of Mind [Solutions](https://www.lazorpoint.com/solutions) - [![chevron icon](https://www.lazorpoint.com/hubfs/Digifianz/Assets/Icons/Chevron%20right%20white.png) Managed IT Services ](https://www.lazorpoint.com/solutions/it-managed-services) - [![chevron icon](https://www.lazorpoint.com/hubfs/Digifianz/Assets/Icons/Chevron%20right%20white.png) Case Studies ](https://www.lazorpoint.com/it-case-studies) AI Fails Without the Foundation: A PE Playbook The AI budget is approved. The team is ready to move. But there's a question worth asking before any contract gets signed: Is your IT environment... [ Read More ](https://www.lazorpoint.com/insights/ai-readiness-foundation-pe-playbook) The Evolution of sPOM: From Cloud Adoption to AI-Era Defense The threats your organization faces today didn't exist five years ago. Neither did the tools to stop them. Lazorpoint's Peace of Mind™ Program was... [ Read More ](https://www.lazorpoint.com/insights/spom-evolution-from-cloud-adoption-to-ai-defense) [Insights](https://www.lazorpoint.com/insights) ![chevron icon](https://www.lazorpoint.com/hubfs/Digifianz/Assets/Icons/Chevron%20right%20white.png) Search Insights ![chevron icon](https://www.lazorpoint.com/hubfs/Digifianz/Assets/Icons/Chevron%20right%20white.png) Subscribe by Email Delivering You IT Peace of Mind [Company](https://www.lazorpoint.com/company/the-lazorpoint-team) - [![chevron icon](https://www.lazorpoint.com/hubfs/Digifianz/Assets/Icons/Chevron%20right%20white.png) Our Approach ](https://www.lazorpoint.com/company/culture) - [![chevron icon](https://www.lazorpoint.com/hubfs/Digifianz/Assets/Icons/Chevron%20right%20white.png) Our Team ](https://www.lazorpoint.com/company/the-lazorpoint-team) - [![chevron icon](https://www.lazorpoint.com/hubfs/Digifianz/Assets/Icons/Chevron%20right%20white.png) Careers ](https://www.lazorpoint.com/careers) ![chevron icon](https://www.lazorpoint.com/hubfs/Digifianz/Assets/Icons/Chevron%20right%20white.png) Solutions - [ Managed IT Services ](https://www.lazorpoint.com/solutions/it-managed-services) - [ Case Studies ](https://www.lazorpoint.com/it-case-studies) [![chevron icon](https://www.lazorpoint.com/hubfs/Digifianz/Assets/Icons/Chevron%20right%20white.png) Insights ](https://www.lazorpoint.com/insights) ![chevron icon](https://www.lazorpoint.com/hubfs/Digifianz/Assets/Icons/Chevron%20right%20white.png) Company - [ Our Approach ](https://www.lazorpoint.com/company/culture) - [ Our Team ](https://www.lazorpoint.com/company/the-lazorpoint-team) - [ Careers ](https://www.lazorpoint.com/careers) [ Talk to an expert ](https://www.lazorpoint.com/talk-to-an-expert) [ Get a Quote ](https://www.lazorpoint.com/talk-to-an-expert) # The 90-Day IT Playbook for Newly PE-Backed Companies Posted by Grant Menard on Tue, Jan 6, 2026 [** ](http://www.facebook.com/share.php?u=https://www.lazorpoint.com/insights/private-equity-it-assessment-90-day-plan&utm_medium=social&utm_source=facebook) [** ](http://www.linkedin.com/shareArticle?mini=true&url=https://www.lazorpoint.com/insights/private-equity-it-assessment-90-day-plan&utm_medium=social&utm_source=linkedin) [** ](https://twitter.com/intent/tweet?original_referer=https://www.lazorpoint.com/insights/private-equity-it-assessment-90-day-plan&utm_medium=social&utm_source=twitter&url=https://www.lazorpoint.com/insights/private-equity-it-assessment-90-day-plan&utm_medium=social&utm_source=twitter&source=tweetbutton&text=) [** ](mailto:?subject=Check%20out%20https://www.lazorpoint.com/insights/private-equity-it-assessment-90-day-plan&utm_medium=social&utm_source=email%20&body=Check%20out%20https://www.lazorpoint.com/insights/private-equity-it-assessment-90-day-plan&utm_medium=social&utm_source=email) Tags: [Private Equity Investment](https://www.lazorpoint.com/insights/topic/private-equity-investment) | [Managed It Services Cleveland](https://www.lazorpoint.com/insights/topic/managed-it-services-cleveland) | [It Assessments](https://www.lazorpoint.com/insights/topic/it-assessments) PE acquisitions move fast. There’s pressure to show traction, manage a board, and prove the business is on the right path. In this rush, IT often dictates whether momentum accelerates or stalls. The first 90 days are where value is won or lost. Disconnected systems, vague architecture, and sluggish integrations can drag the business before growth even begins. Today’s PE-backed CEOs and CFOs expect more from IT: predictable spend, ROI they can measure, and scalable systems that support the investment thesis. IT is a value lever that can springboard growth with the right [strategy](https://www.lazorpoint.com/solutions/it-managed-services).  A focused IT assessment turns the transition into a launchpad. It clarifies priorities, reduces noise, and helps leadership avoid false starts. The goal isn’t to fix everything, but it’s necessary to identify the right early wins and build confidence with the board. Here’s how leading teams stabilize and align IT to deliver momentum in the first 90 days. ![LZP Blog 3](https://www.lazorpoint.com/hs-fs/hubfs/LZP%20Blog%203.jpg?width=600&height=300&name=LZP%20Blog%203.jpg) ## Day 0 to Day 30: Stabilize and Assess Whether your company is operating under a Transition Service Agreement (TSA) or racing to disentangle from a parent entity, the first 30 days are critical for setting expectations and minimizing disruption. This phase is about building visibility, reducing risk, and creating the conditions for fast integration. In these early weeks, teams often uncover issues that were invisible during diligence. For example, during a recent onboarding for a multi-site manufacturer, our team found that their legacy backup system was still tied to a third-party vendor, and no disaster recovery plan existed. By migrating to a standardized backup solution and documenting all credentials in week one, we eliminated a major compliance risk and prevented what could have been a business-halting data loss incident. Insights like these quickly shape your priorities. The first month should focus on understanding systems, pinpointing vulnerabilities, and establishing clear accountability between internal IT leadership and external partners. Key steps include: - **Clarify roles and responsibilities**. Ownership is often murky during a transition. Defining who owns what, internally and across partners, to reduce confusion, accelerates decision-making, ensures board visibility, and prevents IT gaps that slow integration velocity. - **Map out inherited architecture**. Documenting systems, licenses, integrations, and known vulnerabilities gives leadership a clear picture of what they’ve acquired, enabling smarter investment decisions and faster prioritization of high-impact fixes. - **Review the TSA terms**. Understanding what support continues, what access ends, and when it ends helps prevent sudden outages and allows you to plan a smooth, disruption-free exit from parent-provided services. - **Assess your risk areas**. Identifying vulnerabilities in data access, security controls, and operational uptime allows teams to mitigate risks early—protecting continuity and reducing the chance of costly incidents. - **Establish a stabilization plan**. Even if long-term modernization is the goal, you need a short-term blueprint that ensures operational stability, minimizes downtime, and creates a foundation for future improvements without derailing day-to-day performance. This outcomes-first approach helps keep critical systems online, reduces transition risk, and gives leadership the clarity needed for the deeper assessments that follow. ## Day 31–60: Align Strategy and Prioritize Action With the initial audit complete and key risks stabilized, the second month is about translating findings into a clear, actionable plan. This is the phase where IT leadership proves its ability to think long-term and move with urgency. As teams begin shaping their integration roadmap, issues around ownership and access often rise to the surface. During a recent MSP transition, for example, the outgoing IT provider had never transferred administrator rights for several cloud services. Identifying and securing global admin access before their contract ended prevented the client from losing control of critical systems—a gap that could have resulted in weeks of downtime and expensive emergency remediation. Key priorities during this window often include: - **Drafting an [integration roadmap](https://www.lazorpoint.com/solutions/it-strategy-roadmap-budget)**. This document ties systems and processes back to business outcomes. It should clearly outline which tools stay, which go, and how systems will scale. - **Establishing financial visibility**. Break out CapEx versus OpEx, identify waste, and begin forecasting IT spend in alignment with board expectations. - **Addressing compliance and cybersecurity gaps**. Issues identified in the assessment phase, especially those related to sensitive data or regulatory exposure, must move from discovery to remediation. - **Standardizing systems and processes**. Whether you’re inheriting multiple entities or navigating a carve-out, now’s the time to reduce complexity. Start by aligning policies, access protocols, and infrastructure baselines. - **Defining internal vs. external responsibilities**. As you transition away from the TSA (if applicable), clarify who owns execution across IT functions. By the end of this phase, leadership should feel confident that there’s a plan in place to keep the business moving forward. ![Lazorpoint Proofs-5904](https://www.lazorpoint.com/hs-fs/hubfs/Lazorpoint%20Proofs-5904.jpg?width=600&height=400&name=Lazorpoint%20Proofs-5904.jpg) ## Day 61–90: Execute and Show Progress With priorities set and leadership aligned, the third month is where momentum becomes visible. Now is the time to prove the right work is in motion and that measurable progress is being made. Here’s what execution looks like during this window: - **Kick off high-impact projects**. Focus on initiatives tied to business continuity, cybersecurity, compliance, or system integration. These are often the areas where value can erode if ignored. - **Implement early wins**. Deliver something tangible: a new security framework, decommissioned legacy systems, or a functioning reporting dashboard. These milestones earn credibility and trust. - **Refine KPI tracking**. What gets measured gets funded. Ensure reporting mechanisms are in place to track project velocity, risk reduction, and cost alignment. Aim to focus on clarity and outcome in your reporting. - **Support internal teams**. If you’re replacing TSA support or shifting roles, make sure knowledge transfer is happening in parallel. Stability matters as much as speed. This phase should close with the organization in motion. Leadership should be seeing traction, and internal teams should be aligned around a roadmap they understand and believe in. ## The First 90 Days Set the Tone  Your first 90 days will shape your next 900. IT is the lever that determines whether your investment thesis accelerates or stalls.  Whether you’re navigating a carve-out, replacing TSA support, or just trying to get a handle on what you inherited, it helps to have the right structure and perspective in place. As a [managed IT service provider](https://www.lazorpoint.com/solutions) with deep experience supporting PE-backed companies, Lazorpoint understands how to balance speed with strategy. [Talk to an IT Strategist today](https://www.lazorpoint.com/contact-lazorpoint) to assess your readiness and ensure your infrastructure is prepared to support PE-backed growth.    | **Discover Trustworthy [Managed IT Services in Cleveland, Ohio](https://www.lazorpoint.com/solutions/it-managed-services)** | | --- | RELATED CONTENT - [ How to Scale IT After the Deal Closes: A Playbook for PE-Backed Growth ](https://www.lazorpoint.com/insights/post-deal-it-strategy-guide) - [ How to Design a Customized IT Strategy for Your Business? ](https://www.lazorpoint.com/insights/how-to-create-a-business-it-strategy) - [ A Comprehensive Review of Managed IT Services Benefits ](https://www.lazorpoint.com/insights/benefits-of-managed-it-services) - [ What Strong IT Looks Like: 3 Infrastructure Wins That Enabled Growth ](https://www.lazorpoint.com/insights/it-integration-ma-infrastructure-wins) *Hear it from those who know us best.* *Running a business is hard*. Imagine taking IT completely off your plate and just focusing on the things you love. Lazorpoint not only knew how to make it work, *but how to make it work for us* Steve Grasley Chief Operating Officer – K2M Design ![Play Icon](https://www.lazorpoint.com/hubfs/Digifianz/Assets/Icons/Video%20Play.png) Your people can solve the problem the first time, regardless of which of your *wizards *with whom we interact. Al Strauss Founder – Sales Concepts Fast response to issues, wide area of expertise amongst staff, professional and courteous team. One-stop shopping for all IT needs. Jo Soukup CFO – SSP Insights ### [ AI Fails Without the Foundation: A PE Playbook ](https://www.lazorpoint.com/insights/ai-readiness-foundation-pe-playbook) ### [ The Evolution of sPOM: From Cloud Adoption to AI-Era Defense ](https://www.lazorpoint.com/insights/spom-evolution-from-cloud-adoption-to-ai-defense) ### [ Who Owns IT? Why Clear Technology Leadership Matters in Multi-Entity Organizations ](https://www.lazorpoint.com/insights/it-leadership-multi-entity-organizations-ownership) ### [ Stabilizing IT Under a Compressed Timeline ](https://www.lazorpoint.com/insights/stabilize-it-during-transitions-guide) ### [ IT in the Middle of a Merger – How to Avoid the 3 Most Common Failures ](https://www.lazorpoint.com/insights/it-in-the-middle-of-a-merger) ### Get a Quote ![LAZ-Web-Horizontal-REV](https://www.lazorpoint.com/hubfs/Logos/Lazorpoint%20Logos/LAZ-Web-Horizontal-REV.png) 216.677.9892 [ Talk to an expert ](https://www.lazorpoint.com/talk-to-an-expert) © 2026  Lazorpoint ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://252343.fs1.hubspotusercontent-na1.net/hubfs/252343/Website/Video/Testimonial%20Video_Final_4K.mp4", "dateModified" : "2025-05-07T09:16:17.599Z", "description" : "", "duration" : "PT3M12.526S", "height" : 2160, "name" : "Testimonial Video_Final_4K", "thumbnailUrl" : "https://252343.fs1.hubspotusercontent-na1.net/hubfs/252343/Website/Video/Testimonial%20Video_Final_4K.mp4/medium.jpg?t=1746609377599", "uploadDate" : "2021-02-06T23:25:41.362Z", "width" : 3840 } ``` ```json { "@context" : "http://schema.org", "@type" : "Corporation", "contactPoint" : { "@type" : "ContactPoint", "areaServed" : "US", "availableLanguage" : "English", "contactType" : "customer service", "telephone" : "+1 (216) 325-5200" }, "logo" : "", "name" : "Lazorpoint", "url" : "http://www.lazorpoint.com/" } ``` ```json { "@context" : "http://schema.org", "@id" : "https://www.lazorpoint.com/insights/managed-it-services-challenges#article", "@keywords" : [ "Managed IT Services Challenges" ], "@type" : "Article", "about" : { "@type" : "Thing", "description" : "By partnering with the right MSP, businesses can transform IT headaches into opportunities for innovation and growth. says Grant Menard, Director of Growth at Lazorpoint", "mainEntityOfPage" : "https://www.lazorpoint.com/solutions/it-managed-services, https://www.lazorpoint.com/solutions/it-strategy-roadmap-budget", "name" : "Managed IT Services Challenges", "sameAs" : "https://www.forbes.com/councils/forbesbusinesscouncil/2023/02/13/what-are-the-modern-challenges-of-managed-service-providers/" }, "articleBody" : "Overcoming Managed IT Services Challenges: A Guide to Efficiency and Growth 5 Common IT Managed IT Services Challenges 1. Scalability Struggles Growing businesses often outpace their IT infrastructure. As demands increase, systems lag, resulting in downtime or inefficiencies. If your IT partner can’t scale with your growth, it’s a roadblock to success. 2. Communication Breakdowns Miscommunication is a silent killer in IT. Without clear channels between your team and your provider, priorities can get lost, deadlines missed, and frustrations mount. 3. Cybersecurity Risks Cyber threats evolve daily. 60% of small companies that get hit by a cyber attack go out of business within six months. Without a proactive approach, your business risks data breaches, compliance failures, and financial losses. 4. Vendor Lock-In Dependence on a single provider’s ecosystem can limit your business flexibility. Locked-in contracts with minimal customization can hinder adaptability. 5. Cost vs. Value Perception You may question whether the cost of managed IT services aligns with the value delivered. Misaligned expectations lead to dissatisfaction and wasted resources. Actionable Strategies to Solve Managed IT Services Challenges Quickly 1. Strategic Planning and Regular Assessments Work with your provider to build an IT roadmap tailored to your business goals. Regular assessments ensure alignment with evolving needs. 2. Transparent Communication Practices Set clear expectations through Service Level Agreements (SLAs). Use tools like Slack or Teams for seamless updates and feedback loops. 3. Investing in Cybersecurity as a Priority Choose providers with advanced cybersecurity tools and services, such as 24/7 monitoring and threat detection. Train your employees on best practices. 4. Demanding Flexibility and Customization Opt for partners who offer adaptable contracts and services. Flexibility is key to scaling without being locked into rigid frameworks. 5. Measuring Performance with KPIs Track metrics like uptime, ticket resolution times, and cost savings. These numbers validate ROI and highlight areas for improvement. Key Takeaways for Businesses Managed IT services challenges—scaling, communication, security, vendor lock-in, and cost concerns—are common but solvable. Here’s how to turn these challenges into opportunities for growth: Scaling with Confidence: Choose scalable IT solutions that grow with your business, like cloud services and flexible contracts. Strengthening Communication: Set clear expectations with transparent SLAs, regular check-ins, and real-time collaboration tools. Mitigating Security Risks: Protect your business with 24/7 monitoring, advanced threat detection, and employee cybersecurity training. Avoiding Vendor Lock-In: Opt for providers offering flexible contracts and interoperable platforms to keep your IT ecosystem adaptable. Maximizing Cost Efficiency and ROI: Track KPIs like uptime and resolution times to ensure your provider delivers measurable value. Building Long-Term IT Resilience: Work with providers who align IT strategies with your business goals and prioritize continuous improvement. Practical Tip: Document every expectation you have for your managed IT services in a comprehensive SLA. This serves as a mutual agreement and a performance benchmark to hold your provider accountable. By addressing these challenges head-on and partnering with a forward-thinking managed services provider, your IT operations can transition from a source of frustration to a catalyst for success. Managed IT services should empower your business to focus on its strengths while leaving the technical complexities to the experts. Why Lazorpoint is the Smart Choice for Your IT Needs Your IT strategy isn’t just about solving problems—it’s about creating a foundation for innovation, growth, and resilience. At Lazorpoint, we understand that no two businesses are the same. That’s why our approach to managed IT services goes beyond cookie-cutter solutions. We take the time to understand your unique challenges, align technology with your business goals, and deliver results that matter. 1. A Business-First IT Mindset Your IT strategy should fuel growth, not just solve problems. Lazorpoint focuses on creating custom IT roadmaps that align with your business’s unique goals and plans. 2. Proactive IT Management Waiting for problems to arise is costly. We take a proactive approach, offering 24/7 monitoring, predictive analytics, and ongoing system optimization to prevent issues before they impact your business. 3. Proactive IT Management 4. Clear and Transparent Communication We pride ourselves on keeping you in the loop. With detailed reporting, open communication channels, and clear Service Level Agreements (SLAs), you’ll always know where your IT stands. 5. Scalable and Flexible Services Whether you’re a growing SMB or an established enterprise, our services scale with your needs. From cloud migration to IT project management, we adapt as your business evolves. Partner with Lazorpoint to Transform IT Challenges into Opportunities Navigating managed IT services challenges requires clarity, strategy, and the right partnerships. At Lazorpoint, we specialize in turning IT challenges into opportunities for success. Our tailored solutions align with your unique business goals, offering proactive support, transparent communication, and a partnership built on trust. Let us help you take your IT strategy to the next level. Ready to turn IT challenges into growth opportunities? Contact Lazorpoint today for a free consultation, and let us craft a tailored IT strategy that drives your business forward.", "audio" : { "@type" : "AudioObject", "contentUrl" : "https://creators.spotify.com/pod/show/lazorpoint/episodes/Overcoming-Common-Managed-IT-Service-Challenges-e2sdego/a-abmesak", "description" : "Discover how to tackle IT hurdles like scalability, communication breakdowns, and cybersecurity risks. In this episode, we dive into actionable strategies to optimize your IT operations and unlock growth potential. Tune in now and learn how to turn challenges into opportunities for success.", "duration" : "PT1M33S", "name" : "Overcoming Common Managed IT Service Challenges", "uploadDate" : "2024-12-16T00:00:00-05:00" }, "author" : { "@type" : "Person", "name" : "Matt Kraska", "url" : "https://www.linkedin.com/in/mattkraska/" }, "description" : "Discover actionable strategies to tackle managed IT services challenges like scalability, communication, and cybersecurity. Optimize your IT operations today!", "headline" : "Overcoming Managed IT Services Challenges: A Guide to Efficiency and Growth", "image" : "https://www.lazorpoint.com/hubfs/Managed%20IT%20Services%20Challenges.webp", "mainEntityOfPage" : { "@id" : "https://www.lazorpoint.com/insights/managed-it-services-challenges", "@type" : "WebPage" }, "name" : "Overcoming Managed IT Services Challenges || Lazorpoint", "publisher" : { "@id" : "https://www.lazorpoint.com/#organization", "@type" : "Organization", "contactPoint" : [ { "@type" : "ContactPoint", "contactType" : "support", "telephone" : "(216) 677 9892" } ], "logo" : "https://www.lazorpoint.com/hubfs/Logos/Lazorpoint%20Logos/LAZ-Full-Horizontal-REV%20Just%20the%20Name.png", "url" : "https://www.lazorpoint.com/" }, "video" : { "@type" : "VideoObject", "description" : "IT challenges can stall your business, but they don’t have to. 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