iTValuations

What iTValuations does

iTValuations is a privately held business valuation and M&A advisory firm founded in 2018 and headquartered in New Brighton, Minnesota. The firm exclusively serves owners of IT services firms and managed service providers (MSPs) across the United States and Canada, with a stated base of 750+ clients and 105 completed transactions representing $885 million in cumulative transaction value. Its core differentiator is a proprietary 24-factor valuation framework, organized around three pillars (Sustainability, Transferability, and Economic Resilience), calibrated to industry-specific metrics such as recurring revenue concentration, client contract structure, key person dependence, and management depth. The framework is delivered both as a one-time Calculation of Value (COV) engagement and as an ongoing quarterly subscription called Valuations as a Service (VaaS), which provides valuation dashboards and value-building recommendations.

The company's product portfolio spans the full IT-business lifecycle: one-time and subscription valuations, buy-side M&A advisory, sell-side M&A advisory, merger consulting, a coaching program called the Value Creation Academy (VCA) targeting value doubling over two years, and the iT Tax Advisors sub-brand, which delivers tiered tax subscription services ($250–$5,000/month) including R&D tax credit studies. Sell-side engagements bundle transaction legal coordination (via a partnership with Virtus Law) and tax strategy, creating a turnkey delivery model. Revenue mechanics blend professional services retainers and transaction fees from M&A advisory with recurring subscription revenue from VaaS and iT Tax Advisors.

Go-to-market is consultative and sales-led, anchored in content marketing (blog, webinars, case studies), peer-group referrals among MSP owners, and presence at industry events such as IT Nation. The firm has cultivated relationships with multiple private equity firms active in the MSP space (Courser, Shield, Evergreen) to support both buy-side and sell-side mandates. The team remains small (1–10 employees, approximately seven named leaders), but spans M&A advisory, tax/finance, operations, business development, and strategic initiatives, supporting the integrated valuation-plus-tax-plus-advisory delivery thesis.

Name

iTValuations

Legal name

iTValuations

Website

https://itvaluations.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

iTValuations is a US-based business valuation and M&A advisory firm exclusively serving IT services and MSP owners across the US and Canada, offering one-time valuations, a quarterly VaaS subscription, buy-side/sell-side advisory, merger consulting, and a tax sub-brand.

Ownership category

akta.pro rank

Product category

Business Valuation and M&A Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Valuation & Purchase Price Allocation (Deal Valuation) (BPAHAOAK)

akta.pro secondary industries

Sell-Side M&A Advisory (FSAEAGAA), Buy-Side M&A Advisory (FSAEAGAB)

Keywords

• Business valuation services
• M&A advisory
• Merger consulting
• Tax advisory services
• MSP brokerage

Headquarters

HQ city

New Brighton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Business Valuation Services: One-time Calculation of Value engagements providing comprehensive assessment of business value based on 24 factors over a four-week period. Also includes ongoing VaaS (Valuations as a Service) quarterly subscription for continuous valuation tracking.
2. Buy-Side Advisory Services: Advisory services helping IT companies find, evaluate, and acquire other MSPs. Engagement includes full advisory team, VaaS platform access, prospect identification, deal facilitation, negotiation support, and due diligence management. retainer-based model.
3. Sell-Side Advisory Services: Comprehensive sell-side M&A advisory including Calculation of Value, Quality of Earnings coordination, confidential information memorandum development, buyer outreach, negotiations, due diligence management, legal coordination, tax consulting, and closing facilitation. Standard transaction legal fees included in engagement scope.
4. Merger Consulting Services: Merger advisory services for IT companies including valuation of each entity, merger merit analysis, Statement of Intent development, merger document drafting, new entity incorporation, operating agreement creation, and closing proceedings.
5. iT Tax Advisors Services: Fixed subscription model providing tax compliance, planning, and advisory services for IT businesses. Five membership tiers (Bronze through Diamond) ranging from $250 to $5,000 monthly, including tax returns, quarterly planning, year-end reviews, and transaction-aligned advisory.
6. R&D Tax Credit Services: Specialized R&D tax credit studies identifying qualifying activities across IT businesses including proprietary tool development, custom client solutions, and internal software projects. Builds defensible credit claims for federal and state tax benefits.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

iTValuations is a business valuation and M&A advisory firm that exclusively serves IT services and Managed Service Provider (MSP) business owners. Its core offerings include one-time Calculation of Value engagements, a recurring Valuations as a Service (VaaS) subscription providing quarterly valuation updates, buy-side and sell-side M&A advisory, merger consulting, and a Value Creation Academy coaching program. The affiliated iT Tax Advisors practice provides subscription-based tax compliance, planning, and R&D tax credit services for IT businesses.

Product overview

iTValuations operates as a business valuation and M&A advisory firm exclusively serving IT services and managed service provider (MSP) companies. The portfolio consists of Valuations (one-time and subscription-based VaaS), Buy-Side Advisory Services, Sell-Side Advisory Services, Mergers & Acquisitions Consulting, Value Creation Academy (VCA), and the iT Tax Advisors sub-brand providing tax services. The core methodology examines 24 company-specific factors across five stages of business maturity to provide objective fair market value assessments and recommendations. The company's approach combines valuation expertise with transaction advisory and integrated tax planning through its affiliated practice.

Differentiator

Problem solved

Functional benefit

Brands

• iT Tax Advisors: Tax strategy and advisory practice focused on reducing tax burden and aligning tax plans with financial goals for IT business owners, operating as a fixed subscription model.

Products and services

• Valuations (One-Time Calculation of Value) A comprehensive and objective assessment of a business's value based on 24 factors that drive market value, completed over four weeks with financial and non-financial review, intended for IT services and MSP business owners.
• Valuations as a Service (VaaS) Ongoing quarterly subscription providing regular valuation updates, dashboard access, detailed recommendations for improving value, and comprehensive year-end reports for IT business owners preparing for sales, mergers, or acquisitions.
• Buy-Side Advisory Services Advisory services guiding IT companies through finding and acquiring other MSPs, including readiness assessment, prospect identification, deal facilitation, negotiation support, due diligence management, and closing support on a retainer-based model.
• Sell-Side Advisory Services Comprehensive sell-side M&A advisory helping IT business owners prepare, position, and sell their companies, including valuation, Quality of Earnings coordination, confidential information memorandum development, buyer outreach, negotiations, due diligence, legal coordination, tax consulting, and closing facilitation.
• Mergers & Acquisitions Consulting Expert guidance for IT companies considering mergers, including merit analysis of potential combinations, objective valuation insights of each entity, Statement of Intent and merger document drafting, new entity incorporation, operating agreement creation, and deal facilitation through completion.
• Value Creation Academy (VCA) A coaching model designed to transform IT businesses into top quartile firms with the goal of doubling business value over a two-year period, providing structured guidance on improving the 24 valuation factors.
• iT Tax Advisors A fixed-subscription CPA and tax advisory practice built exclusively for IT service businesses, offering tax compliance, proactive planning, R&D tax credit identification, year-end reviews, and transaction-aligned tax strategy across five monthly membership tiers.

Quantifiable outcome

• 94% client satisfaction rate 12 months after transaction
• +4 more outcomes

Named customers11 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Four partnerships are on record, tiered notable, core and supporting.

• MyTech PartnersnotableStrategic or Co-development PartnerAcquired Internetwork Experts Corp (IEC) in 2021 in a transaction facilitated by iTValuations. iTValuations represented IEC as seller in this transaction, connecting the client with MyTech Partners as a strategic acquirer.
• Uprite ServicesnotableStrategic or Co-development PartnerAcquired CRSA Technologies in 2020 in a transaction led by iTValuations sell-side advisory. iTValuations guided CRSA through the full sale process including valuation, positioning, and closing.
• Virtus LawcoreImplementation/ SI/ Consulting PartnerPreferred M&A-focused legal partner providing transaction legal representation included in iTValuations sell-side engagement scope. Facilitated Mission Critical Systems transaction among others.
• MSPCFOsupportingStrategic or Co-development PartnerFinancial advisory partner specializing in MSP CFO services; co-presented webinar on business operations and value creation with iTValuations leadership.

Scale indicators9 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Nash Advisory: M&A advisory firm dedicated to the IT services industry, providing buy-side, sell-side, and valuation services for MSPs and technology services firms — a direct vertical peer.
• Calder Associates: M&A advisory firm serving the IT services and managed services sector with valuation, buy-side, and sell-side capabilities — overlapping service mix and target customer base.
• IT ExchangeNet: Marketplace and M&A intermediary specializing in buying and selling managed service provider businesses — directly comparable as a channel for MSP owners exploring exit or acquisition.
• Tower Three Partners: M&A advisory firm focused on managed service providers (MSPs) and IT services companies — the most direct comparable to iTValuations given overlapping vertical specialization in MSP deal intermediation.

Broad incumbents

• Transworld Business Advisors: Global business brokerage and M&A franchise network serving SMBs across industries, including IT services — competes for the same lower mid-market sell-side engagements without vertical specialization.
• Cornerstone Business Brokerage: Business brokerage and M&A intermediary serving SMBs in the Pacific Northwest and nationally — handles IT services business sales with valuation support, comparable in service offering if not in vertical depth.
• Morgan & Westfield: M&A advisory and business brokerage firm serving small and mid-sized businesses including IT services — broader portfolio with overlapping valuation and intermediary services.
• Generational Group: Large multi-office M&A and business brokerage firm serving the lower middle market — competes for the same MSP-owner exit opportunities but across all industries rather than specializing in IT.
• Sun Acquisitions: M&A advisory firm serving lower middle-market businesses with sell-side, buy-side, and valuation services — competes for the same IT-owner transactions with a generalist orientation.
• The DAK Group: Middle-market M&A advisory firm with deal experience in IT services — provides comparable valuation and sell-side advisory capabilities to iTValuations across a broader industry footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/it-valuations

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about iTValuations