The MSP industry is not heading into a downturn — but the easy years are behind us. Owners who stay disciplined will do well.
Thought Leadership
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.
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.
61 Nuggets on How MSPs Should Build, Prepare, Exit
Over the years we have spoken with many industry participants for advice and suggestions for MSPs – buyers, sellers, vendors, industry visionaries, you name it.
How to Build an Effective Referral Program
The best referral programs are not driven by discounts or gimmicks — they’re powered by trust, clarity, and consistency, and driven by the Centers of Influence.
Insights on What a Best-in-Class MSP Looks Like
Insights are shared from Peter Kujawa at Service Leadership, a ConnectWise co., one of the most important players in the world of managed services benchmarking.
IT M&A Due Diligence: Supply Chain and Cyber Risk Management
IT M&A due diligence will take you to the target firm’s supply chain and cyber risk management. It could be a rough ride.
Growing Your MSP? Here Is How M&A Advisors Can Help
Excendio Advisor’s Senior Advisor, Madhur Duggar, reviews a number off ways how an M&A advisor can help grow your MSP business.
Navigating Growth, Exit & Legacy as an MSP Owner
M&A plays a critical role in MSP exit strategies, along with a number of other key factors.
Channel Partners TV: What MSPs Should Know About M&A
Cristian Anastasiu, Managing Partner of Excendio Advisors, shares his professional insights in the interview “What MSPs Should Know About M&A”.
Why 2025 Could be the Best Time for MSPs to Sell
If you are an MSP owner in the $2M-$5M revenue range, 2025 is the golden year to exit.
Five Emerging Risks in IT You May Not Be Thinking About
As we kick-start 2025, the IT landscape is rapidly evolving, bringing a new wave of challenges and opportunities. Here are five critical risks that the IT community isn’t discussing enough.
Getting Reverse Due Diligence Right – Questions for Sellers
In any M&A transaction sellers can ensure they are partnering with the right buyer by conducting thorough reverse due diligence,
M&A and IT Due Diligence: Part One – It’s not Rocket Science
M&A and IT Due Diligence. In this article we’ll review the standard checklist which is clearly necessary; but we’ll argue that it is dangerously insufficient.
Is This a Good Offer?
Business owners selling their business that received offers ask themselves: “Is this a good offer?” Leading to the inevitable question “Should I accept it?”
What role does Working Capital play in M&A transactions?
Working capital in M&A is a somewhat neglected and misunderstood topic. Buyers and sellers have oftentimes different expectations.
M&A Failures and Due Diligence: A New Model
This article suggests a new model for M&A due diligence and addresses the question: How much risk are we assuming in this transaction?
The Differences Between a Strategic and a Financial Buyer
Excendio Advisor’s Managing Director, Cristian Anastasiu, explains the differences between strategic and financial buyers for M&A transactions.
Cristian Anastasiu on How to Prepare for an M&A Transaction
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.