IT and Software M&A Market Update – November 2025
by Madhur Duggar, Excendio Advisors Excendio Advisors’ IT Newsletter for November is now live. Here are highlights of what we’re seeing across the MSP and IT services market. Active Searches: We have new buy-side and sell-side mandates across MSP, cybersecurity, and...
The Seller Readiness Playbook for IT Founders
by Dan O’Connor, Excendio Advisors An M&A playbook is one of the most valuable tools a seller can have when preparing for—or actively going through—a transaction. We have compiled “The Seller Readiness Playbook for IT Founders”, a nine part white paper...OBBBA Explained
The Tax Changes Every MSP Should Care About with Dave Wanis, Principal at Weaver Episode 3 of our four-part tax series with Dave Wanis, Principal at Weaver, focused on how the One Big Beautiful Bill Act (OBBBA) reshapes tax planning for MSPs and IT service providers....Asset or Stock Sale?
The Tax Decision That Defines Your Exit with Dave Wanis, Principal at Weaver Most MSP owners spend years building their business but only a few hours thinking about how to sell it. That’s a problem — because the structure of your sale, not just the price, determines...
IT and Software M&A Market Update – October 2025
Finance That Adds 2x EBITDA + MSP Trends by Madhur Duggar, Excendio Advisors Excendio Advisors’ IT Newsletter for October is now live. Here’s what we’re seeing across the MSP and IT services market: Active Searches: We have new buy-side and sell-side mandates across...Why is Your Finance Function Worth Two Turns of EBITDA?
With Brandi Bonds Managing Partner at Next Level Now Most MSPs run their business from the bank account. And that’s exactly why they leave money on the table. In this episode of M&A Insights, Brandi Bonds — Managing Partner at Next Level Now — breaks down how to...
M&A Step-Up Trade-Off: Buyers’ Basis / Sellers’ Exclusion
The Step-Up Trade-Off in M&A: Buyers’ Basis vs. Sellers’ Exclusion by Dan O’Connor, Excendio Advisors Introduction In M&A tax structuring, one of the sharpest valuation flashpoints arises from how tax benefits are allocated between buyer and seller. On one...Sole Prop, S-Corp, or C-Corp?
Demystifying Early Tax Strategy for Founders M&A Insights New Podcast Episode Drop! 💡 Founders: Choosing between a Sole Prop, S-Corp, or C-Corp can make or break your tax strategy. I sit down with Dave Wanis, Tax Principal at Weaver, for the first episode in a...