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M&A Insights

M&A Insights

Hosted by Madhur

Episodes

48

Latest episode

Aug 2026

Language

EN-US

About the show

My name is Madhur Duggar and I work in the M&A space for the Software and IT Service companies and this is my podcast series M&A Insights. If you are interested in having a conversation around the strategic direction of your firm, are looking to grow your book and want some marketing and business development help or are an investor looking to make an acquisition in this space, write to me at podcastwithmadhur@gmail.com or reach out to me on Linkedin at www.linkedin.com/in/madhur-duggar.

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48 recent
August 22, 2026Episode 4826 min

Evergreen and Lyra: Lessons from 120+ MSPs

What role does Lyra Technologies play in helping Evergreen MSPs post-exit? That was one of the questions I wanted to explore with Greg Zolkos, Regional CEO at Lyra Technologies for Evergreen’s MSPs in the South. Greg sold his own MSP, Atlas Professional Services, to Evergreen after 16+ years as a founder. Today, he coaches more than 20 MSPs across the region. What I liked about our conversation was how practical his advice was. Here are 7 takeaways for MSP founders: 1. Protect your client relationships before chasing the next dollar of growth. Growth is a lot easier when you don’t have a leaky bucket. Strong relationships drive retention. Retention means you aren’t constantly replacing lost revenue. Your team is happier. And organic growth becomes much easier. This is a trust-based business. Spend your time where relationships are built—not at every conference or chasing every prospect. 2. Watch three numbers: organic growth, profitability and client retention. There are hundreds of MSP KPIs. But these three matter the most The lesson: don't drown yourself in metrics. Start with the few that tell you whether the underlying business is actually getting better. 3. Question every expense—even your garbage bill. Greg calls it “controlling the controllables.” One MSP was spending almost $3,000/month on trash collection. Why? The dumpster was being emptied five days a week—even though it was only full once or twice. They changed the schedule. Annual savings: ~$20,000. Profit improvement isn't always another automation or PSA optimization. Sometimes it's sitting in your garbage. 4. Standardize your stack and your service delivery. Five backup tools. Three security tools. Different processes for different clients. Greg sees significant room for improvement here. Standardization creates operational discipline—and makes it easier to automate, train people and scale without simply adding more headcount. 5. Clean your data now if you expect AI to help you later. Poor documentation + poor ticket resolution notes + poor data hygiene = poor inputs for AI. AI can't magically compensate for years of bad operational data. The MSPs that clean up their data today will be much better positioned to automate tomorrow. 6. Use AI to solve your clients’ business problems—not just their IT problems. Greg gave a great example of an engineering firm. A human might spend 4–6 hours reviewing CAD documents and counting the rebar required for an estimate. AI can potentially do that work in minutes . That changes the conversation from: "How can I manage your IT?" to: "Where is your business wasting time, and how can technology fix it?" That makes an MSP far more valuable—and far stickier. 7. Find peers who will show you their numbers—and be willing to show yours. Evergreen now has 120+ MSPs, giving the organization what Greg calls the ability to fire a lot of “test bullets.” Its peer groups share scorecards down to metrics such as endpoints per employee and gross margin. If your neighbor is generating 60% gross margin and you're at 40% , the conversation becomes pretty straightforward: “What are you doing that I'm not?” But that only works if founders are willing to be vulnerable enough to share what isn't working. And that may be the broader lesson from my conversation with Greg. Lyra gives MSPs access to things that are difficult to build efficiently on their own— recruiting, sales and go-to-market playbooks, back-office infrastructure, coaching and a large peer network. But the objective isn't to take the founder further away from the business. It's to free them to spend more time on the things that matter most: their people, their clients and their relationships. This podcast is hosted by Madhur Duggar. Madhur is a Senior M&A Advisor at Excendio Advisors and focuses on IT Services Reach out to Madhur at Madhur@excendio.com or 212.731.4230 Book an Appointment with him on his LinkedIn at (34) Madhur Duggar | LinkedIn Check out Excendio Advisors and our amazing content at www.excendio.com Reach out to Greg Zolkos on his LinkedIn at Gregory Zolkos | LinkedIn www.linkedin.com/in/madhur-duggar www.linkedin.com/in/madhur-duggar

August 2, 2026Episode 4732 min

Can you Really Buy an MSP with 100% SBA Financing? With Nick Padlo and John Wahl from Live Oak Bank

Can you really buy an MSP with 100% SBA financing? The short answer is yes —provided the business and buyer qualify. In the latest episode of M&A Insights , I sat down with Nick Padlo and John Wall from Live Oak Bank to discuss one of the questions I hear most often from MSP founders: "How do I finance my next acquisition?" I'll also be joining Nick and John on the Private Credit panel at IT Nation Grow Denver , where we'll continue the conversation around financing MSP growth and acquisitions. A few takeaways that stood out: 💰 100% financing is possible. If the business generates sufficient cash flow, an SBA loan can finance the entire acquisition in the right circumstances. 📈 Cash flow beats leverage. SBA lenders focus first on the business's ability to service debt—not just the strength of the balance sheet. 👥 Customer concentration isn't an automatic deal killer. Lenders look at the combined business after closing. If concentration is significantly reduced, they're often much more comfortable. 📊 Clean financials close deals faster. Tax returns, current financial statements and verified add-backs matter. A polished CIM alone won't get a loan approved. 📝 Deal structure matters. Traditional earnouts generally don't fit SBA transactions. Performance-based seller notes may achieve similar economics—but talk with your lender early to structure the deal correctly. ⏱️ Most financing delays are self-inflicted. The average closing takes about 45 business days , but incomplete diligence, outdated financials, and endless purchase agreement revisions can quickly extend that timeline. Whether you're buying your first MSP or your tenth, understanding how lenders evaluate acquisitions can save months of frustration—and dramatically improve your odds of getting a deal across the finish line. Have you used SBA financing to acquire an MSP? What surprised you most about the process? This podcast is hosted by Madhur Duggar. Madhur is a Senior M&A Advisor at Excendio Advisors and focuses on IT Services Reach out to Madhur at Madhur@excendio.com or 212.731.4230 Book an Appointment with him on his LinkedIn at (34) Madhur Duggar | LinkedIn Check out Excendio Advisors and our amazing content at www.excendio.com Reach out to Nick Padlo on his LinkedIn at Nick Padlo | LinkedIn Reach out to John Wahl on his LinkedIn at John Wahl | LinkedIn www.linkedin.com/in/madhur-duggar www.linkedin.com/in/madhur-duggar www.linkedin.com/in/madhur-duggar

July 20, 2026Episode 4630 min

How to Build an MSP Platform That Lasts with Mike Williams CEO of Enterprise Value Partners

Based on my recent conversation on with Mike Williams, founder of Winxnet, one of the MSPs that merged to form Logically—one of the industry's first PE-backed MSP platform—and now CEO of Enterprise Value Partners. Having helped build one of the earliest platform success stories in the MSP industry, Mike shared practical lessons from nearly a decade of acquisitions, integrations and platform building. This article captures the ideas that resonated most with me. Here are some of my favorite takeaways from my podcast with Mike: 1. Consolidation is inevitable. Embrace it. You're either going to become an acquirer... or be acquired. The winners won't fight consolidation—they'll use it to create enterprise value. 2. Know your Deal; Know your PE partner even better Don't just diligence the deal — diligence your PE partner and its portfolio. Negotiate your budget before close because they will hold you to it and bad things will happen when you don’t make budget 3. Let go of the Dopamine Addiction of Chaos The day after closing, you have a job. Accept it. Many founders miss the adrenaline of being the hero. Mike calls it the "dopamine addiction of chaos." You have to let it go. 4 . If your processes lives inside Wendy's head... you don't have a process. Wendy has it and will take it with her Know your process, document your process, operationalize your process 5. Integration doesn't start after closing—it starts before Quality of Earnings is finished ✔ Build an Integration Management Office. ✔ Don't ask engineers to run integration — they already have a day job. ✔ Create a pre-close checklist of Agreements, Products, KPIs: Agreements, Products, KPIs, Upsell Plan ✔ Have a Communication and Change Management Plan 6. You won’t please everyone - amplify your protractors, let go of your detractors 15% of your acquired staff will love the exit. They are your Promoters. Amplify the Promoters. 15% of will hate the exit. They are your Detractors. Get rid of them if you want to keep your clients 7. When it comes to Integration - Sales is King. Yes, you heard that right 80% of the integration playbook is operational. 20% is sales. Focus on the 20%. Because sales pays for everything else. 8. Why FlexPath is working Trust already existed. Everyone checked their egos at the door. Leadership roles were chosen based on what was best for the platform—not individual ambition. Once valuation was settled, everyone focused on growth. 9. MSPs aren’t going anywhere - they have a trust relationship with SMBs MSPs aren't disappearing but they will need to evolve away from Service Desk to becoming AI and Automation partners and not everyone will get in the race. 10. MSPs that exit must make integration cheaper Standardize contracts and reporting. Simplify and document processes. Rationalize tech-stacks. Standardize reporting. Don’t let integration costs keep you from exiting if that’s what you want. 11. If you want to develop a Leadership team, take that long vacation. They can’t become leaders unless you let them. Take that vacation because your team needs it. Mike did, again and again and it changed his life. 12. MSPs want to exit but can’t find partners – We need incubation platforms This industry needs incubators with real expertise in sales, lead generation, tech-stack optimization, legal, tax, valuation, M&A, and integration to help founders build the next generation of platforms. www.linkedin.com/in/madhur-duggar

April 20, 2026Episode 4516 min

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 real succession planning looks like. Questions We Tackled: When should you actually start planning your exit? What’s the first step if you’re starting from zero? Why do most founders only think about exiting when a buyer shows up? How does your exit vision impact the type of buyer you choose? What makes succession planning harder for sub-$10M MSPs? Where do things go wrong without a plan? Key Insights (Don’t Miss These): An exit needs a Succession Plan like a road trip needs a Map You can do one without the other, but you’ll probably get lost. Start earlier than you think 1–3 years minimum. 3–5 years is ideal. Work backward from your life—not your valuation Your retirement goals should drive your deal structure. Owner dependency kills value If all key relationships run through you, buyers get nervous. ~50% of exits are forced Death, disability, or unexpected events—planning isn’t optional. ESOPs are underrated (especially < $10M MSPs) A powerful, tax-efficient way to reward loyal teams. Your plan determines your buyer PE vs strategic vs employees vs family—this isn’t random. One Action to Take Today: Ask yourself: “Who is the right next owner of my business—and what does my life look like after?” That single question changes everything. If you’re an MSP founder thinking about an exit in the next 3–5 years, this episode is a must-listen. Happy to share the episode—just drop a comment or DM. This podcast is hosted by Madhur Duggar. Madhur is a Senior M&A Advisor at Excendio Advisors and focuses on IT Services Reach out to Madhur at Madhur@excendio.com or 212.731.4230 Book an Appointment with him on his LinkedIn at (34) Madhur Duggar | LinkedIn Check out Excendio Advisors and our amazing content at www.excendio.com Reach out to Jamie Waldren on his LinkedIn at Jamie M. Waldren, CFP® | LinkedIn www.linkedin.com/in/madhur-duggar www.linkedin.com/in/madhur-duggar

March 2, 2026Episode 4433 min

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 sits down with Reed Van Gorden, Head of Origination at Deerpath Capital , to unpack IT services financing from the lender’s perspective. Reed shares how private credit firms evaluate MSPs, why lenders are increasingly attracted to the IT services sector, and what separates a financeable business from one that struggles to secure capital. The conversation covers Deerpath’s lending model, underwriting frameworks, and the key metrics lenders focus on — including recurring revenue quality, contract structures, customer concentration, and management dependency. Reed also explains how private equity sponsors and lenders work together during acquisitions and growth phases, typical deal structures and loan terms, and what MSP owners can do today to position themselves for better financing outcomes. If you’re an MSP owner thinking about acquisitions, growth capital, or a future exit, this episode offers a rare look inside the credit playbook behind today’s deals. Topics covered: Why private credit lenders like IT services businesses? How MSPs are evaluated during underwriting Recurring vs. re-occurring revenue from a lender’s lens Contract length and revenue visibility Why are sponsors so important for Lenders when doing their due diligence? Common financing structures and terms in MSP transactions Practical advice for founders seeking capital The state of private credit lending and what could cause it to turn This podcast is hosted by Madhur Duggar. Madhur is a Senior M&A Advisor at Excendio Advisors and focuses on IT Services Reach out to Madhur at Madhur@excendio.com or 212.731.4230 Book an Appointment with him on his LinkedIn at (34) Madhur Duggar | LinkedIn Check out Excendio Advisors and our amazing content at www.excendio.com Reach out to Reed Van Gorden on his LinkedIn at Reed Van Gorden | LinkedIn www.linkedin.com/in/madhur-duggar

February 8, 2026Episode 4331 min

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 invested deeply in clients, employees, MSP partners, vendors, and the local community , earning a reputation for trust, loyalty, and showing up when it matters most. That commitment was formally recognized in 2025 , when Carl received the Corporate Citizenship Award from the Hudson County Chamber of Commerce . Carl is also widely respected for his hands-on expertise in backup, disaster recovery, and business continuity , shaped by real-world crises—from 9/11 to Hurricane Sandy and beyond. In this conversation, he shares how strong partner ecosystems, decisive leadership, and preparation for worst-case scenarios helped eMazzanti grow through adversity, support fellow MSPs, and build a firm designed to last well beyond its founder. Here are the highlights: Q: Can you walk us through eMazzanti Technologies today and the MSPs you support? A: Carl explains how eMazzanti has grown into a nationally trusted MSP and MSP-partner, supporting clients and fellow MSPs across the U.S., Canada, and internationally—often without formal marketing—by being reliable, partner-friendly, and excellent at what they do. Q: How did founding the firm just weeks before 9/11 shape your leadership? A: Carl recounts being inside the World Trade Center on 9/11 and how the experience permanently shaped his mindset around decisiveness, responsibility, and showing up for clients when everything is falling apart. Q: What did crises like Hurricane Sandy and the Joplin tornado teach you about MSPs? A: The biggest lesson wasn’t technical—it was human. In disasters, clients struggle to make decisions. The MSP’s real value is helping them regain clarity, momentum, and confidence under extreme stress. Q: Why do MSP partnerships matter so much in disaster recovery? A: Carl explains how long-standing MSP partner relationships allowed firms to fly in, share infrastructure, and restore services quickly, proving that no MSP should try to handle major incidents alone. Q: How do you think about backup, disaster recovery, and preparedness today? A: Drawing from decades of real-world failures, Carl outlines why he keeps idle infrastructure, standing contracts, and redundant systems ready even if they’re only needed once every ten years. Preparation beats improvisation. Q: Your culture inspires extreme loyalty—how is that built? A: Carl believes people are the only real asset. He discusses long employee tenures, a strong alumni network, and why treating staff well ultimately drives retention, client trust, and long-term performance. Q: How do you approach MSP M&A and long-term partnerships? A: “Date before you marry.” Carl shares why alignment, trust, and shared battle experience matter more than deal speed and why some partnerships naturally evolve into acquisitions over time. Q: What’s your view on AI in MSP operations today? A: AI is an extension of automation, not magic. Carl supports practical use cases but warns against hype-driven vendors especially in security and healthcare—where trust, durability, and survivability matter most. He also states the healthcare industry has been slow to adopt AI and eventually may find itself falling behind unless it figures out ways to safely adopt AI. Q: How are you preparing for leadership succession at eMazzanti? A: Carl explains how he’s spent 25 years systematizing himself out of the business—building leaders, documenting decisions, and creating a firm that runs effectively without its founder.& www.linkedin.com/in/madhur-duggar

January 9, 2026Episode 4223 min

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 exactly how managed service providers can harness AI to create value, boost margins, and protect their clients. Ed shares how Sagacent is helping clients crawl–walk–run into AI safely — from writing governance policies and securing Shadow AI, to deploying tools like Copilot and ChatGPT for real productivity gains. We explore: Why Shadow AI is already inside your clients? Where most businesses fail with AI (95% see no financial benefit )? How MSPs should package, train, secure, and operationalize AI? Why pricing pressure is coming fast — and how the right AI strategy protects margins? What types of clients get the most benefit (hint: maturity matters)? Whether MSPs should build, partner, or buy AI capability? What happens to firms that ignore AI over the next 12–18 months? Ed also shares tactical advice for MSP owners: Start with your internal workflows, build governance first, iterate fast — and don’t wait for perfection. If you're an MSP thinking about offering AI services — or wondering what changes are coming to your stack, pricing, and client conversations — this is one you can’t miss. This podcast is hosted by Madhur Duggar. Madhur is a Senior M&A Advisor at Excendio Advisors and focuses on IT Services Reach out to Madhur at Madhur@excendio.com or 212.731.4230 Book an Appointment with him on his LinkedIn at (34) Madhur Duggar | LinkedIn Check out Excendio Advisors and our amazing content at www.excendio.com Reach out to Ed Correia on his LinkedIn at (29) Ed Correia | LinkedIn www.linkedin.com/in/madhur-duggar www.linkedin.com/in/madhur-duggar

December 1, 2025Episode 4114 min

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 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 increased $75M asset limit, and the higher $15M exclusion can dramatically improve after-tax proceeds for MSP owners planning a sale. • QBI Deduction for S-Corp MSPs – The 20% Qualified Business Income deduction is now permanent. We explain how MSPs qualify, how W-2 wages affect your deduction, and how to optimize salary vs. distribution strategy to maximize your QBI benefit. • R&D Expensing for MSPs and IT Service Firms – The return of immediate R&D expensing has the potential to significantly reduce taxable income for MSPs investing in internal software tools, automation, cyber capabilities, and AI development. • 163(j) Interest Deductibility (EBITDA Is Back) – OBBBA restores EBITDA for interest-deduction calculations, making leveraged acquisitions and growth financing more attractive. This matters for MSPs doing roll-ups or selling to buyers using debt. Why This Matters for MSP Owners OBBBA’s tax changes affect annual cash flow, business valuation, deal structure, and exit readiness . Whether you're planning an acquisition, considering QSBS before a sale, or optimizing tax strategy inside an S-Corp, the new law offers significant opportunities—if you know how to use them. Hosted by Madhur Duggar, Senior M&A Advisor at Excendio Advisors , specializing in MSP M&A, valuations, and exit preparation. To learn how we help MSPs grow or exit, reach out at madhur@excendio.com or connect on LinkedIn. Madhur Duggar is a Senior M&A Advisor at Excendio Advisors and focuses on IT Services Reach out to Madhur at Madhur@excendio.com or 212.731.4230 Book an Appointment with him on his LinkedIn at (34) Madhur Duggar | LinkedIn Check out Excendio Advisors and our amazing content at www.excendio.com Reach out to Dave Wanis on his LinkedIn at (39) Dave Wanis | LinkedIn www.linkedin.com/in/madhur-duggar

November 12, 2025Episode 4016 min

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 of that check you actually keep. In my latest M&A Insights conversation with Dave Wanis, Tax Principal at Weaver , we unpacked how deal structure can quietly swing your after-tax outcome by seven figures. Asset Sales: Painful for Sellers, Profitable for Buyers From a seller’s perspective, asset sales usually mean higher taxes . They can trigger both corporate and individual-level taxation and reclassify part of your gain as ordinary income — taxed up to 37%. But for buyers, asset deals come with a major advantage: a stepped-up basis that allows them to depreciate or amortize the assets they just purchased. Smart sellers know this — and negotiate to capture part of that buyer benefit in the purchase price. The Hidden $1 Million in Goodwill Under current rules, the buyer can amortize goodwill from an asset purchase over 15 years. For a $10 million MSP, that goodwill deduction can be worth close to $1 million in present value — but only if it’s an asset sale . Pro tip: ensure your MSAs and client contracts are assignable before you go to market. Otherwise, that goodwill advantage could vanish during due diligence. Stock vs. Asset vs. F-Reorg: Finding the Middle Ground Here’s the tradeoff: Stock sales yield lower taxes for sellers. Asset sales yield higher deductions (and thus higher value) for buyers. F-Reorganizations can give you both — a clean legal stock sale that’s treated like an asset sale for tax purposes. Dave calls these “have-your-cake-and-eat-it” structures, but they need early planning and the right tax counsel to execute. Cash Isn’t Always King It’s tempting to take all-cash at close. But remember: cash is immediately taxable , while rollover equity lets you defer taxes and participate in future upside. In a high-rate environment, that deferral can be extremely valuable — especially if you believe the acquirer’s equity will appreciate over time. The Takeaway Don’t wait until you have an LOI to think about tax structure. As Dave put it, “Once you know you’re going to sell, start the conversation — even if the sale is five years away.” Because in M&A, the difference between a good deal and a great one often comes down to how it’s structured, not just how it’s priced. Madhur Duggar is a Senior M&A Advisor at Excendio Advisors and focuses on IT Services Reach out to Madhur at Madhur@excendio.com or 212.731.4230 Book an Appointment with him on his LinkedIn at (34) Madhur Duggar | LinkedIn Check out Excendio Advisors and our amazing content at www.excendio.com Reach out to Dave Wanis on his LinkedIn at (39) Dave Wanis | LinkedIn www.linkedin.com/in/madhur-duggar

November 2, 2025Episode 3928 min

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 down how to turn your financials into your competitive advantage. If you’re an MSP owner who’s great at operations but still flying blind on finance, this one’s for you. Here are some of her mic-drop moments 👇 The sale of your business comes down to whether you make money. It may be about clients and employees for you, but it still needs to translate into profits. If finance isn’t one of the legs on your stool, you won’t be a high-performing MSP. Treat finance as a growth driver, not an afterthought. The best MSPs close their books monthly, practice accrual accounting and forecast within five percent. That’s what confidence looks like to a buyer. If you track your numbers with discipline today, you’ll have options tomorrow.. A data room isn’t just for buyers — it’s for you. It’s how you prove you’re running a serious business. Data-driven clarity will add points to your margin and turns to your multiple. Most MSPs have a PSA problem, not because of the software — but because they don’t use the data to run the business. MSPs focus on operations not on finance. Use technology strategically. If you’ve collected $200K of advanced revenue but your bank account is at $100K you’re living off money you haven’t earned and buyers will catch that Clean add-backs, accrual books, and revenue recognition alone can add 1–2 turns to your EBITDA multiple. Know your Staff utilization. Utilization is down from 85%-90% to 50%-60% and it is killing margins. Low staff utilization is one of the biggest money losers . Know your add backs and take them because buyers won’t do that for you! Don’t wait for buyers to tell you what your add backs should be. If someone says they are a CFO and they will get your books closed they are not a CFO. They are a controller. Get the right level of strategic help for your stage. Madhur Duggar is a Senior M&A Advisor at Excendio Advisors and focuses on IT Services Reach out to Madhur at Madhur@excendio.com or 212.731.4230 Book an Appointment with him on his LinkedIn at (34) Madhur Duggar | LinkedIn Check out Excendio Advisors and our amazing content at www.excendio.com Reach out to Brandi Bonds on her LinkedIn at (22) Brandi Bonds | LinkedIn www.linkedin.com/in/madhur-duggar

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