Exit On Your Own Terms - Succession Planning with Jamie M. Waldren, Founder and CEO of JN Private Wealth
Most MSP founders spend years building value but almost zero time thinking about life after the deal. That’s exactly why I sat down with Jamie Waldren—author of Exit on Your Own Terms—to unpack what r...
20 Huhti 16min
Financing the MSP Roll-Up: What Lenders Actually Look For, With Reed Van Gorden, Head of Origination at Deerpath Capital
Private credit has quietly become one of the biggest drivers behind MSP growth and consolidation — yet few founders truly understand how lenders think. In this episode of M&A Insights, Madhur Duggar s...
2 Maalis 33min
Built in Crisis: How Carl Mazzanti, Founder of eMazzanti, Turned Chaos into an MSP Advantage
This episode features Carl Mazzanti, Founder & CEO of eMazzanti Technologies—a leader who believes that great MSPs are built on relationships first, technology second. For more than 25 years, Carl has...
8 Helmi 31min
Inside an AI-Enabled MSP – What’s Working What’s Next with Ed Correia CEO of Sagacent Technologies
AI isn’t a future problem for MSPs — it’s today’s competitive divide. In this episode, I sit down with Ed Correia, CEO of Sagacent Technologies, a 26-year MSP based in Silicon Valley, to break down ex...
9 Tammi 23min
OBBBA Explained: The Tax Changes Every MSP Should Care About with Dave Wanis, Principal at Weaver
Episode 3 of our four-part tax series with Dave Wanis, Principal at Weaver, focused on how the One Big Beautiful Bill Act (OBBBA) reshapes tax planning for MSPs and IT service providers. If you’re a...
1 Joulu 202514min
Asset or Stock Sale? The Tax Decision That Defines Your Exit with Dave Wanis, Principal at Weaver
Most MSP owners spend years building their business but only a few hours thinking about how to sell it. That’s a problem — because the structure of your sale, not just the price, determines how much o...
12 Marras 202516min
Why is Your Finance Function Worth Two Turns of EBITDA? With Brandi Bonds Managing Partner at Next Level Now
Most MSPs run their business from the bank account. And that’s exactly why they leave money on the table. In this episode of M&A Insights, Brandi Bonds — Managing Partner at Next Level Now — breaks do...
2 Marras 202528min
Sole Prop, S-Corp, or C-Corp? Demystifying Early Tax Strategy for Founders - With Dave Wanis, Partner at Weaver
Madhur@excendio.com | 212.731.4230 | Book an Appointment Here (34) Madhur Duggar | LinkedIn M&A Insights New Podcast Episode Drop! 💡 Founders: Choosing between a Sole Prop, S-Corp, or C-Corp can m...
13 Loka 202514min
