by Alex Jones | Apr 23, 2026 | Market Insights
MARKET INSIGHTS · LAW FIRM MSO TRANSACTIONS “The Market’s on Fire”: Reading Joshua Porte (Holland & Knight) on the MSO Transaction Pipeline A second institutional voice reading the same record. The transaction pace is real. The...
by Alex Jones | Apr 9, 2026 | Technical Briefs
TECHNICAL BRIEF · INDEPENDENT LEGAL REVIEW This technical brief summarizes two separate third-party legal reviews relevant to Guardian Tax Consultants®’ MSO platform diligence. By Mike Claudio, Co-Founder, Guardian Tax Consultants®. Published April 9,...
by Alex Jones | Mar 26, 2026 | Technical Briefs
Intended audience This brief is written for CPA firms, tax counsel, family offices, private equity deal teams, and institutional advisory platforms evaluating related-party MSO management fees, Management Services Agreements, fee substantiation, and annual governance...
by Michael Claudio | Mar 25, 2026 | Market Insights
MARKET INSIGHTS · PROFESSIONAL-SERVICES MSO The Seven-Figure Ethics Question: Reading Sidley Austin on MSO Management-Fee Architecture Sidley Austin’s recent Part II commentary frames an institutional question worth taking seriously: when does a...
by Alex Jones | Mar 12, 2026 | Technical Briefs
TECHNICAL BRIEF · MSO FUNDAMENTALS An institutional planning brief for CPA firms, tax counsel, family offices, private equity deal teams, and advisory platforms evaluating MSO structure, governance, related-party services, tax framework, and documentation...
