EventsKeep More of What You’ve Built: Pre-Sale Tax Strategy for MSP Owners
June 18 | 12 p.m.
You’ve spent years building your MSP. When it’s time to sell, the last thing you want is to hand a significant chunk of that value over to the IRS.
Most MSP owners wait until they’re deep in a deal before they think about taxes and by then, most of the planning opportunities are gone. The moves that actually protect your wealth happen 12 to 36 months before you go to market.
In this session, iT Tax Advisors walks through the tax strategies, credits, and structural decisions that can meaningfully reduce your liability before a transaction closes — and why timing is everything.
You’ll walk away with:
- The pre-sale tax moves that have the biggest impact on your net proceeds
- Credits and incentives MSP owners commonly overlook (including R&D)
- How deal structure, asset sale vs. stock sale, affects what you actually keep
- The decisions you can’t make after LOI that you can make right now
- A practical timeline for pre-sale tax planning based on your target exit window
Whether you’re planning to sell in 18 months or three years, this session will help you walk into a deal better prepared and walk away with more.
