How is the One Big Beautiful Bill Act (OBBBA) reshaping tax planning for MSPs and IT service providers? The tax changes to care about.
Legal, Tax & Regulatory Considerations
Asset or Stock Sale?
Most MSP owners spend years building their business but only a few hours thinking about how to sell it. That’s a problem. Tune-in to learn more.
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.
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.
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.