Category M&A 101

The MSP AI Bet Has Been Placed

How the Race to Become AI-First Is Reshaping MSP M&A, Service Delivery, and What It Means for Owners Deciding Whether to Sell Something has shifted in managed services. The change is not subtle, and it is not coming. It is…

The Impact of Culture on M&A Success

Company culture is an often overlooked but critical part of any M&A transaction for both buyer and seller. While financials, operational efficiencies, and growth potential dominate discussions, cultural alignment plays a pivotal role in determining the long-term success of an…

M&A 101: Optimize Tax Strategy with QSBS (Section 1202)

For many MSP owners, selling their business is a once-in-a-lifetime opportunity. While deal structure, valuation, and cultural fit are top concerns, tax implications can have an equally significant impact on how much money ends up in your pocket. One tax…

M&A 101: Understanding Equity Rolls in MSP Transactions

Equity rolls are a critical component of many Managed Service Provider (MSP) M&A deals, allowing sellers to retain a stake in the business post-transaction. For MSP owners considering a sale, understanding how an equity roll works—and the implications of different…

Contract Assignability in MSP Transactions

When selling your MSP, one often overlooked yet critical aspect is contract assignability. Contract assignability refers to transferring existing customer contracts from your MSP to the acquiring company. Ensuring smooth contract transfers is essential for maintaining business continuity post-acquisition, yet…

M&A 101: Tax Implications

When selling your MSP, one of the most critical factors to consider is how the sale will be taxed. The tax implications can significantly impact your net proceeds from the sale, and much of this depends on your company’s structure.…

M&A 101: What is EBITDA?

In this blog, we break down EBITDA—one of the most critical metrics for valuing businesses—and explore how your business decisions influence it.  E: Earnings Earnings is the net profit your business generates from operations. Also referred to as Net Income, it…