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
- Review our online materials
- Schedule a meeting to get an overview of the additional kit artifacts
Review Online:
- Our FAQ
- Co-branded landing page (Sample here)
- Technology Standard Report
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