The Seller Readiness Playbook for IT Founders
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.
Tag: Dan O’Connor IT M&A Advisor
M&A Step-Up Trade-Off: Buyers’ Basis / Sellers’ Exclusion
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
Asset vs. Stock Sale: Which Fits Your Exit Strategy?
Deal structure has the biggest impact on what sellers actually keep. Understanding the trade-offs early lets sellers protect outcomes before LOI.
Capex Smarts: Depreciation & §179 Timing for IT Assets
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.
Accelerating Innovation Value via R&D Strategy
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.
Unlocking Value with the QSBS Tax Exemption
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.
One Big Beautiful Bill Act in IT-A New Valuation Playbook
The OBBBA introduces new rules that directly affect IT founders and owners. It represents both a compliance requirement and a major valuation opportunity.
Excendio Advisors Welcomes Dan O’Connor as Senior Advisor
Dan O'Connor has joined Excendio’s team as a Senior M&A Advisor with 25+ years as a deal maker in verticals like IT Services, MSP, SaaS, and AI.