Episodes
Wednesday Jan 08, 2025
MSP Money Moves: Structuring a Tax-Smart Sale
Wednesday Jan 08, 2025
Wednesday Jan 08, 2025
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!
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