The controller had been there nineteen years. Two months after the acquisition he left, and billing stopped working, because the process lived in his head and nobody had ever written it down. It was never in the data room.
For buyers in an active deal. Aimed at the target: what they actually have, what it will take to integrate, and where the landmines are. We triangulate — the org chart, the demo, and the data must tell the same story — with special attention to knowledge that lives in people rather than systems, and to contracts (vendor AND client) that may not survive the sale. Material findings escalate same-day.
Diligence targets the target — what they have. Readiness targets the destination — what you have, and what you can absorb. They are different questions and they are often both worth asking.
Specialist security and compliance depth, and AI readiness depth, are available through the network as scoped add-ons to this engagement. Neither is sold as a standalone service, and security work is always partner-delivered.
Tell us what you're dealing with and we'll give you a straight read — including if the answer is a different engagement, or none of them.
Schedule a Conversation30 minutes. No obligation. Based in Colorado — available nationally.