MSO Strategies for Succession and Business Continuity

The Role of MSOs in Business Succession and Continuity Planning How smart structuring and insurance strategies preserve enterprise value, simplify generational transitions, and build resilience into your exit plan. For owners of privately held businesses, success is not just measured in profit — it’s measured in people, processes, and long-term legacy. But at some point […]

Solve Unfunded Liabilities with MSO Structuring

MSOs as a Solution for Unfunded Liabilities How Management Services Organizations create a tax-efficient capital platform to fund deferred compensation, executive benefits, and succession obligations. Introduction Every business makes promises — compensation for future performance, leadership retention, post-sale consulting income, or retirement payouts. But without a solid funding mechanism behind them, these promises can quickly […]

How MSOs Boost Private Equity Valuations in Acquisitions

The Role of Management Service Organizations (MSOs) in Driving Higher Valuations in Private Equity Acquisitions The MSO has the ability to increase the sale value between 20% and 30% on average in private equity (PE) acquisitions by creating operational efficiencies, reducing risk, and enhancing financial clarity across multiple business entities. However, each case is unique, […]

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