One thing is certain for every business owner: someday you will transition your business to a new leader. This discussion focuses on the critical topics of leadership transition. legacy enhancement, and continuity of business success.

Highlighting Mitch’s journey with New Charter this session will explore how to effectively support and manage the transition of leadership, ensuring both the business and its stakeholders thrive. Mitch’s recent experience in transitioning the CEO position at New Charter was a multi-year process.

Mitch’s extensive experience includes participating or advising in over 100 transactions of MSPs as an executive or consultant. He will share valuable insights into the complexities and nuances of transitioning leadership.

Key takeaways include the importance of proactive planning, ensuring the important cultural elements are taken into consideration, and doing the work needed for success.

Join us to learn how to safeguard the future of your business and leave a lasting impact.

In the evolving MSP landscape, partnering with or being acquired by Private Equity (PE) can be both exciting and challenging. This session provides a clear overview of what to expect with PE involvement.

Key Takeaways:

• PE Dynamics: Understand the impact of private equity on MSPs, including typical structures and expectations.
• Benefits: Explore how PE can drive growth, innovation, and market opportunities.
• Challenges: Identify potential pitfalls, such as cultural shifts and governance issues.
• Real-World Insights: Hear from MSPs with firsthand PE experience.

It’s time to think differently about the M&A-driven scaling and consolidation occurring in the MSP industry. No longer is the only option for a sizeable, fast-growing MSP to sell from one private equity investor to another. The acquisition of The Purple Guys (TPG) by Ntiva, both scaled MSPs, introduced a new pathway with significant opportunities to build a new kind of MSP, to reshape the marketplace, and chart a new path. Of course, this new journey is not without its challenges and risks but come hear from two individuals – Kevin Cook, Ntiva’s Chief Strategy Officer, and Chris Vollmond-Carstens, Ntiva’s Chief M&A Officer – who will give the inside scoop on the near-limitless potential this combination creates and how their experiences could influence your own decision-making around M&A.

If you are considering your first acquisition – buying or selling – this session is for you! Join us on a complete walk-through of the process from Letter of Intent through closing and transition as we demystify the transaction timeline.

Growth through acquisition is on the minds of many MSPs, small and large. If you have not been through the process before, it can be intimidating to navigate alone. With a solid understanding of the process and simple formulas to follow, you can confidently enter negotiations.

As a seller, you want a fair price and a comfortable exit plan.

As a buyer, you want to pay a fair price for the full value received.

In this session, learn from a veteran M&A professional how to traverse a successful acquisition.

Maximizing value to the seller during an M&A process entails three key factors: 1. Maximize the Adjusted EBITDA; 2. Maximize the Multiple; 3. Minimize Taxes. Most sellers focus on the Multiple. Some consider the EBITDA. Few strategize for Taxes. It is indeed possible to sell a company and pay zero capital gains taxes. Minimizing taxes can be worth as much as a turn of EBITDA or more.

While there are many tax tactics, the most powerful is Section 1202 (Qualified Small Business Stock Exemption). In this session, we will discuss what QSBS is, how to take advantage of it, what the common obstacles are and how to overcome them. It is a commonly available tool to all IT MSP owners. All it requires is advance planning.

We will also share real world case studies where IT services companies sold and were able to avoid capital gains taxes. We will also layout a roadmap that allows other IT MSP owners to replicate this success.

The MSP sector continues to witness dynamic shifts and transformations amidst evolving market landscapes and technological advancements. This panel discussion offers a comprehensive overview of the merger and acquisition (M&A) activity within the MSP industry, focusing on the key trends shaping the sector in the upcoming year.

Attendees will gain valuable insights into the current state of M&A dynamics within the MSP channel, including emerging trends, deal structures, strategic drivers, and potential challenges.

Everyone transitions from their business or work life at some point. What is your plan for transitioning “to” something rather than “from” something? The challenges and opportunities owners and leaders face when transitioning should be proactively acknowledged, assessed, and addressed. Examples include loss of identify, change of purpose, changes in relationships, and restructuring of time. Transitioning requires navigating change and adopting new habits.

Join this session to learn and discuss what has and hasn’t worked for other technology entrepreneurs based on 10 Lessons from detailed interviews with TSP leaders. Hear how they dealt with mental wellness, health, relationships, finances, time management, and other concerns. Prepare for your next chapter and its impact on impacts health, happiness, and future fulfillment.

Explore the core of your operations and unlock your financial growth potential by mastering the art of analyzing the right data across ERP, accounting, PSA, billing and payments software. Discover how this evaluation is critical to fortifying operational capacity, empowering you to track ROIs and KPIs with precision and foresight to assess future growth potential as well as learning how to evaluate technological capabilities and capacity to maximize new opportunities with a cost-effective approach.

Adhering to accounting best practices will help you “see” your business better, best hook into your other tools like a PSA, show sustainable profitability, and drive value creation. Looking at your business as an outsider and running it to maximize profitability instead of a main goal to hide from the taxman is what creates wealth and less headaches down the road if and when you want to ever sell. This is regardless of whether that buyer is a current partner, family member, employee, merger partner or outside entity buyer. Understanding your P&L, balance sheet, and cash flow while also knowing how to use it to your advantage is a must for the President or CEO of any size MSP.