Get The Partner Enablement Kit

Engagement Models

We offer two paths to engagement depending on your role:

  • M&A Advisors
  • Business Brokers
  • Portfolio Buyers
  • Private Equity Firms
  • Investment Bankers
  • Fractional CFOs / CIOs

Sell-Side Support (Selling Companies)

We work with your client to document their current IT environment and align it with best practices — increasing buyer confidence and reducing diligence friction.

Buy-Side Alignment (Active Acquisitions)

When purchasing a company to become part of your portfolio, we document your internal IT standards and compare them to each acquisition target, helping you plan integration and reduce post-close surprises.

 

Reviewing the Enablement Kit is Easy

  1. Review our online materials
  2. Schedule a meeting to get an overview of the additional kit artifacts

Review Online:

Review In a Meeting with Us:

  • Your M&A Objectives
  • Agreement
  • Sample - Technology Standard Questionnaire
  • Professional Assessments on:
    • Device and software inventory
    • Cloud and infrastructure setup
    • Cybersecurity posture
    • Network and connectivity
    • Business applications and licenses
    • IT support and governance
  • W9

Take The Next Step Now