Excendio Advisors
M&A Playbook

Understanding how lenders evaluate acquisitions can dramatically improve your odds of getting a deal across the finish line.

The MSP industry needs incubators with real expertise including legal, tax, valuation, and M&A to help founders build the next generation of platforms.

How to build an MSP platform that lasts. What does it take to build a successful MSP platform?

The companies that achieve the strongest outcomes are rarely those that fit neatly into the prevailing market narrative.

Madhur Duggar from Excendio Advisors discusses what MSP owners can do today to maximize the value of their business before an acquisition, succession event, or ownership transition.

How should you maximize your business valuation and structure your company for a successful exit.

How are the various business models typical of IT channel companies defined today, and how can they position themselves for an M&A event.

We offer a rare, candid window into what really drives successful outcomes, and what business owners wish they had known earlier. Our 13 key findings are here.

Are most IT services and software businesses really “family businesses”? Or even close to being one?

Legacy isn’t preserved by keeping it in the family. It’s preserved by protecting the standard.

Most MSP founders spend years building value but almost zero time thinking about life after the deal. Thinking about an exit? This episode is a must-listen.

Cristian Anastasiu discusses several key points on why every business owner should have a business plan.

Cristian Anastasiu discusses when is the right time to sell your business, from the perspective as an investor.

You’ve received a call from a buyer interested in acquiring your business…what it really means for your likelihood of a successful sale.

M&A Wisdom…over my 20+ years in M&A, I came to appreciate adages that capture so much wisdom in just a few words. Here are some of my favorites.

Cristian Anastasiu discusses when is the right time to sell your MSP and how to prepare for the process.

The MSP industry is not heading into a downturn — but the easy years are behind us. Owners who stay disciplined will do well.

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.

How is the One Big Beautiful Bill Act (OBBBA) reshaping tax planning for MSPs and IT service providers? The tax changes to care about.

How is the One Big Beautiful Bill Act (OBBBA) reshaping tax planning for MSPs and IT service providers? The tax changes to care about.

There are a number of ways to turn your financials into your competitive advantage. Listen to these 10 ways to grasp it.

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

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.

Deal structure has the biggest impact on what sellers actually keep. Understanding the trade-offs early lets sellers protect outcomes before LOI.