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
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
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.
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.
AI-focused MSP acquisitions are here. The One Big Beautiful Bill is finally here and has lots to say about founder led businesses.
M&A plays a critical role in MSP exit strategies, along with a number of other key factors.