Why is Your Finance Function Worth Two Turns of EBITDA? With Brandi Bonds Managing Partner at Next Level Now episode artwork

EPISODE · Nov 2, 2025 · 28 MIN

Why is Your Finance Function Worth Two Turns of EBITDA? With Brandi Bonds Managing Partner at Next Level Now

from M&A Insights · host Madhur

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 ServicesReach out to Madhur at [email protected] or 212.731.4230  Book an Appointment with him on his LinkedIn at (34) Madhur Duggar | LinkedInCheck out Excendio Advisors and our amazing content at www.excendio.comReach out to Brandi Bonds on her LinkedIn at (22) Brandi Bonds | LinkedIn www.linkedin.com/in/madhur-duggar

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 clie...

NOW PLAYING

Why is Your Finance Function Worth Two Turns of EBITDA? With Brandi Bonds Managing Partner at Next Level Now

0:00 28:27

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

MG Show MG Show The MG Show, hosted by Jeffrey Pedersen and Shannon Townsend, is a leading alternative media platform dedicated to uncovering the truth behind today’s most pressing political issues. Launched in 2019, the show has grown exponentially, offering unfiltered insights, comprehensive research, and real-time analysis. With a commitment to independent journalism and factual integrity, the MG Show empowers its audience with knowledge and encourages active participation in the political discourse. Ask A Spaceman Archives - 365 Days of Astronomy Ask A Spaceman Archives - 365 Days of Astronomy Podcasting Astronomy Every Day of the Year French Your Way Jessica: Native French teacher founder of French Your Way Boost your French listening skills and test your comprehension with this one of a kind series of podcasts. Get the chance to listen to a real conversation between native speakers talking at normal speed AND customise your learning experience through carefully designed sets of questions (2 levels of difficulty) available for download at www.frenchvoicespodcast.com. All interviews also come with the transcript. French teacher Jessica interviews native speakers of French from around the world who share a bit of their life and passion. Where else would you meet in one same place a French yoga teacher based in Melbourne, a soap manufacturer from Provence, or a couple cycling around the world? The Small Business Startup School – Business Notes | Financial Literacy | Retail Psychology – For Professionals & Entrepreneurs The Small Business Startup School Inc. Starting or buying a small business? While personal circumstances may vary, business patterns remain timeless. On The Small Business Startup School, we explore strategies, insights, and practical solutions to help entrepreneurs confidently navigate their journey.Hosted by Ola Williams—a retail entrepreneur, fintech founder, and financial coach with over two decades of experience—this podcast marries financial awareness and retail psychology with optimism to deliver actionable takeaways.Join us to learn, grow, and connect as we uncover the keys to business success.Let’s continue to learn together and be encouraged to keep on connecting!

Frequently Asked Questions

How long is this episode of M&A Insights?

This episode is 28 minutes long.

When was this M&A Insights episode published?

This episode was published on November 2, 2025.

What is this episode about?

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...

Can I download this M&A Insights episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!