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 an MSP owner preparing for growth, evaluating an exit, or just trying to lower your tax bill, this episode breaks down the most important OBBBA updates you need to know. Key Topics Covered: • QSBS (Qualified Small Business Stock) Changes – Learn how the new 3-, 4-, and 5-year holding periods, the ...
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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 an MSP owner preparing for growth, evaluating an exit, or just trying to lower your tax bill, this episode breaks down the most important OBBBA updates you need to know. Key Topics Covered: • QSBS (Qualified Small Business Stock) Changes – Learn how the new 3-, 4-, and 5-year holding periods, the ...
Demystifying the Listing Agreement: What Every Seller Should Know Before Signing
M&A Insights
16 minutes
5 months ago
Demystifying the Listing Agreement: What Every Seller Should Know Before Signing
You’ve decided to sell your business and have finally selected an M&A advisor to help you through the process. Then comes the listing agreement—and suddenly things get murky. Why is it exclusive? Why the hefty fees? Why are you bound to it for a year—and what exactly is a tail period? If you’ve ever reviewed a listing agreement, you’ve likely asked these questions. Here’s a simple, jargon-free breakdown of what you’re signing and why it’s structured that way. 1. Exclusivity: Why It Matter...
M&A Insights
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 an MSP owner preparing for growth, evaluating an exit, or just trying to lower your tax bill, this episode breaks down the most important OBBBA updates you need to know. Key Topics Covered: • QSBS (Qualified Small Business Stock) Changes – Learn how the new 3-, 4-, and 5-year holding periods, the ...
