Sole Prop, S-Corp, or C-Corp?

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,...
Asset vs. Stock Sale: Which Fits Your Exit Strategy?

Asset vs. Stock Sale: Which Fits Your Exit Strategy?

Beyond Valuation: How Deal Structure Shapes Shareholder Value by Dan O’Connor, Excendio Advisors Introduction When a private company is sold, most attention goes to the headline valuation — but savvy boards and founders know that valuation is only part of the story....
Accelerating Innovation Value via R&D Strategy

Accelerating Innovation Value via R&D Strategy

by Dan O’Connor, Excendio Advisors Introduction For IT founders and owners, R&D isn’t just an expense line — it’s the engine that fuels product differentiation, customer stickiness, and long-term market relevance. The way R&D is treated on the balance sheet...
Unlocking Value with the QSBS Tax Exemption

Unlocking Value with the QSBS Tax Exemption

Unlocking Value with the Qualified Small Business Stock Exemption by Dan O’Connor, Excendio Advisors Introduction Qualified Small Business Stock (QSBS) under Internal Revenue Code §1202 is one of the most powerful tax incentives available to founders, early employees,...
Excendio Acquisition Announcement: MSP

Excendio Acquisition Announcement: MSP

CyberlinkASP Expands Managed IT Services with Acquisition of CHL’s MSP Division New York, NY Excendio Advisors has announced the acquisition of CTS, a provider of IT solutions and managed services (MSP) by CyberlinkASP, a trusted provider of advanced cloud and managed...