Excendio Advisors
M&A Strategy & Exit Planning

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

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.

Over the years we have spoken with many industry participants for advice and suggestions for MSPs – buyers, sellers, vendors, industry visionaries, you name it.

M&A plays a critical role in MSP exit strategies, along with a number of other key factors.

It’s never too early to prepare for the M&A process. Here are 10 pieces of advice we always share with clients to ensure a successful outcome.

What role should a customer’s input play in determining a company’s M&A strategy? A key one, as the following story about Cisco’s first of more than 220 acquisitions suggests…

Baby Boomer entrepreneurs account for 2.3 million, and own nearly 40% of all small businesses.  The majority are service based companies.

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.

If you are a business owner and prepare for the sale of your business: What is that “something” that you will have a hard time to let go of?

A real-life story of a business owner who ventured into the Mergers & Acquisitions process alone before calling for help.

Preparation counts and timing depends on everything from strength of the M&A market to cultural fit, to the owner’s goals…

A seller’s market, with unprecedented valuations and aggressive debt availability driven by non-bank lenders, continued unabated in the second quarter of 2017.