Excendio Advisors
Legal, Tax & Regulatory Considerations

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.

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.

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.

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.

QSBS is a powerful wealth preservation tools for sellers. With OBBBA’s tiered rules, timing and structuring equity can swing millions in after-tax value.

The OBBBA introduces new rules that directly affect IT founders and owners. It represents both a compliance requirement and a major valuation opportunity.

You’ve decided to sell your business and have finally selected an M&A advisor to help. Then comes the listing agreement—and suddenly things get murky.

Whether or not you provide cyber services to clients, you are still exposed to cyber liability. The best MSPs aren’t just tech experts—they’re risk managers.