Month: October 2025

M&A Step-Up Trade-Off: Buyers’ Basis / Sellers’ Exclusion

Written by Excendio Advisors on October 23, 2025. Posted in Legal, Tax & Regulatory Considerations, Thought Leadership.

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?

Written by Excendio Advisors on October 20, 2025. Posted in Legal, Tax & Regulatory Considerations, M&A Insights Podcast.

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?

Written by Cristian Anastasiu on October 15, 2025. Posted in Legal, Tax & Regulatory Considerations, Thought Leadership.

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

Written by Excendio Advisors on October 8, 2025. Posted in Legal, Tax & Regulatory Considerations, Thought Leadership.

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

Written by Excendio Advisors on October 1, 2025. Posted in Legal, Tax & Regulatory Considerations, Thought Leadership.

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.