The MSP Law Podcast

Breakups are hard. Breakups with clients? Even harder—especially when your termination clause is a ticking time bomb. In this episode, we dive head-first into the messy world of termination clauses—the fine print that decides whether your client breakup feels like a clean exit or a catastrophic implosion.

In this final episode of the MSP Law podcast's special 3-part series, host Tom Fafinski and Madhur Duggar of Excendio tackle the high-stakes world of deal closings. They dive into horror stories of forgotten documents, non-compete clauses, and how to avoid exposing your MSP to deal fatigue. From $28 million transactions hinging on a single reluctant signature to private equity's tactics to wear sellers down, Tom and Madhur break down the legal landmines you don't want to step on. If you're prepping to sell your MSP, this episode is your cheat sheet to closing with confidence—and a full tank of gas!

In this episode of the MSP Law Podcast, Tom Fafinski sits down with Madhur Dugar, senior adviser at Excendio and host of M&A Insights, to explore the legal and financial gymnastics required to prepare your MSP for sale. From mastering C-Corp tax benefits (hello, $10M tax-free!) to the alphabet soup of F Reorgs and S Corps, they break down the strategies that maximize value and minimize headaches. Plus, they share insider tips on navigating asset vs. stock sales, protecting contracts, and keeping your team blissfully unaware until the ink dries. Tune in for the ultimate MSP exit plan!

In this episode of the MSP Law Podcast, host Tom Fafinski teams up with Madhur Duggar, an IT and software M&A expert, to dissect the anatomy of a winning Master Services Agreement (MSA). From the must-have “umbrella clauses” to sneaky termination fees and retention tricks that buyers love, this conversation is packed with practical tips—and a dash of legal humor—to help MSPs level up their contracts. Whether you're prepping for a sale, chasing growth, or just tired of clients ghosting you without paying up, this episode is your go-to guide for contract mastery!

In this episode, Tom tackles the challenges of managing remote teams post-COVID-19, covering productivity, legal compliance, and building a strong work culture. Tune in for tips on navigating this new landscape and keeping your team engaged and efficient.

In this episode, Tom jumps into the Department of Labor's new rules on worker classification under the Fair Labor Standards Act, saying goodbye to the previous two-factor rule and hello to a more detailed six-factor test. He’ll explore how this change will impact the relationship between workers and MSPs, and what it means for the future of independent contractor agreements.

In this episode, Tom discusses the intricacies of the Corporate Transparency Act (CTA), navigating the nuances of this pivotal legislation aimed at combating money laundering and terrorist financing, and how it affects MSPs. Listen in to learn why Congress felt compelled to pass the CTA and find out what you need to do to ensure you are in compliance.

Should you use a "wrap" style digital agreement when Clients sign your MSA?

Discover what makes a click legally binding, why scrolling could be signing away more than you think, and how to ensure your terms stand up in court. Don't miss these essential insights – tune in to safeguard your online interactions now!

In the final episode of his four-part series on Tax Planning Strategies for MSPs, Tom Fafinski discusses different ways of shifting income and lists some tax credits to help reduce your overall tax burden. 

Part 3 of Tom Fafinski's four-part series on Tax Planning Strategies for Managed Service Providers delves into an important aspect of tax planning: deductions. 

Learn how to maximize deductions to benefit you as the owner of an MSP.

You won't want to miss the fourth and final episode in this series. Part 4 will further explore some specific tax strategies, namely shifting income and utilizing tax credits. Don't forget to subscribe!