Excendio Advisors
Thought Leadership

How are the various business models typical of IT channel companies defined today, and how can they position themselves for an M&A event.

I grew up in a family of entrepreneurs and realized that I have a story to tell and value to deliver to clients in Mergers & Acquisitions.

We offer a rare, candid window into what really drives successful outcomes, and what business owners wish they had known earlier. Our 13 key findings are here.

Are most IT services and software businesses really “family businesses”? Or even close to being one?

Legacy isn’t preserved by keeping it in the family. It’s preserved by protecting the standard.

Cristian Anastasiu discusses several key points on why every business owner should have a business plan.

Cristian Anastasiu discusses when is the right time to sell your business, from the perspective as an investor.

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

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.

Cristian Anastasiu discusses when is the right time to sell your MSP and how to prepare for the process.

The MSP industry is not heading into a downturn — but the easy years are behind us. Owners who stay disciplined will do well.

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.

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

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.

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

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 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 will take you to the target firm’s supply chain and cyber risk management. It could be a rough ride.

Excendio Advisor’s Senior Advisor, Madhur Duggar, reviews a number off ways how an M&A advisor can help grow your MSP business.

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