An M&A process is intense. Having a playbook means you’re not navigating it blind—you have a proven strategy and clear expectations at every stage.
M&A Playbook
OBBBA Explained
How is the One Big Beautiful Bill Act (OBBBA) reshaping tax planning for MSPs and IT service providers? The tax changes to care about.
Asset or Stock Sale?
How is the One Big Beautiful Bill Act (OBBBA) reshaping tax planning for MSPs and IT service providers? The tax changes to care about.
Why is Your Finance Function Worth Two Turns of EBITDA?
There are a number of ways to turn your financials into your competitive advantage. Listen to these 10 ways to grasp it.
M&A Step-Up Trade-Off: Buyers’ Basis / Sellers’ Exclusion
The step-up vs. exclusion trade-off is not a technical footnote — it is a central driver of M&A value allocation for Founders, owners, and boards
Sole Prop, S-Corp, or C-Corp?
Choosing between a Sole Prop, S-Corp, or C-Corp can make or break your tax strategy. The most tax-efficient thing to do is talk to an advisor early and often.
Asset vs. Stock Sale: Which Fits Your Exit Strategy?
Deal structure has the biggest impact on what sellers actually keep. Understanding the trade-offs early lets sellers protect outcomes before LOI.
Capex Smarts: Depreciation & §179 Timing for IT Assets
Capex isn’t just a cost of doing business — it’s a strategic signal. For buyers, how you plan reveals foresight, governance maturity, and reinvestment capacity.
Accelerating Innovation Value via R&D Strategy
For IT founders and owners, R&D isn’t just an expense line — it’s fuels product differentiation, customer stickiness, and long-term market relevance.
Unlocking Value with the QSBS Tax Exemption
QSBS is a powerful wealth preservation tools for sellers. With OBBBA’s tiered rules, timing and structuring equity can swing millions in after-tax value.
One Big Beautiful Bill Act in IT-A New Valuation Playbook
The OBBBA introduces new rules that directly affect IT founders and owners. It represents both a compliance requirement and a major valuation opportunity.
What Every MSP Should Know About Financial Due Diligence
Financial due diligence, a key component of the due diligence process. In short, it answers the question: “Is the business really worth it—and why?”
61 Nuggets on How MSPs Should Build, Prepare, Exit
Over the years we have spoken with many industry participants for advice and suggestions for MSPs – buyers, sellers, vendors, industry visionaries, you name it.
Demystifying the Listing Agreement What You Should Know
You’ve decided to sell your business and have finally selected an M&A advisor to help. Then comes the listing agreement—and suddenly things get murky.
Selling Like a Lion: A Guide for MSPs
What are the step-by-step sales process MSPs can use to win better clients, earn fair pricing, and grow sustainably? Listen to learn more.
How to Build an Effective Referral Program
The best referral programs are not driven by discounts or gimmicks — they’re powered by trust, clarity, and consistency, and driven by the Centers of Influence.
How to Sell Cyber and Have Fun Doing It
Cybersecurity is no longer a “nice-to-have” — it’s essential. But for many MSPs, selling it effectively (and confidently) is still a challenge.
Insights on What a Best-in-Class MSP Looks Like
Insights are shared from Peter Kujawa at Service Leadership, a ConnectWise co., one of the most important players in the world of managed services benchmarking.
Cyber Insurance Best Practices for MSPs
Whether or not you provide cyber services to clients, you are still exposed to cyber liability. The best MSPs aren’t just tech experts—they’re risk managers.
What Does a Best-In-Class MSP Look Like?
What does a Best-in-Class MSP look like? To find out the answer to this question and many more – tune in!
Growing Your MSP? Here Is How M&A Advisors Can Help
Excendio Advisor’s Senior Advisor, Madhur Duggar, reviews a number off ways how an M&A advisor can help grow your MSP business.
Navigating Growth, Exit & Legacy as an MSP Owner
M&A plays a critical role in MSP exit strategies, along with a number of other key factors.
MSP M&A Uncovered
What does the acquisition playbook look like for a lower middle strategic MSP buyer backed by private equity?
IT Nation Unplugged: Growth, Exit & Legacy
How should MSP owners approach their inevitable transition be it through sale, transfer to a family member or to an ESOP?