Get the technology ready for buyers before you go to market.
A pre-exit technology and operations health check, a prioritized remediation roadmap, and a sell-side diligence package that answers the buyer's questions before they ask them.
When this engagement makes sense
You are 12 to 18 months from a planned exit and want a clean asset by the time the bankers walk in.
An auction is on the calendar and you want to neutralize the buyer's technical workstream before it starts.
You have technical debt the leadership team has been deferring for two years and you can no longer afford to.
A previous LOI fell apart in diligence and you do not want a repeat.
Your operating partner wants a buyer-ready data room and does not have the in-house bandwidth to assemble it.
Buyers discount what they cannot verify. Surprises in diligence cost you leverage at the worst possible moment. The technology stack you have lived with for years has rough edges you have stopped seeing. A buyer's team will see them on day one and price them into the offer.
The deliverables
Buyer's-eye diligence simulation
A full pass of the technology and operations the same way a sophisticated buyer's team will run it. You see the findings before they do.
Prioritized remediation roadmap
Every issue scored by buyer-impact and cost-to-fix. You get a sequenced 6 to 12 month plan, not a 200-item list.
Sell-side diligence package
A pre-built data room: architecture overview, security posture, code quality summary, team structure, vendor and license inventory. Drafted in the format buyers expect.
Buyer Q&A pre-answers
The 40 to 60 questions a buyer will ask, answered in writing in advance. Drops directly into the data room.
Management coaching
A working session with your CTO or technical lead so they are ready for the buyer interviews. Buyers price confidence and clarity.
The engagement
Assess
On-site or remote review of architecture, code, data, security, team, and process. Management interviews. Document review.
Prioritize and price
Findings scored by buyer-impact. Remediation roadmap with effort and cost. Quick wins separated from structural fixes.
Package and prepare
Sell-side data room assembled. Pre-answers drafted. Management dry-run for the buyer interviews. You go to market ready, not hopeful.
A good fit if
- Founders 12 to 18 months from going to market.
- PE sponsors preparing a hold-period exit.
- Operating partners who want the asset cleaned up before the bankers run a process.
Probably not if
- —Companies already inside an active exclusivity window — at that point you need a sell-side advisor, not a readiness review.
- —Owners hoping to fix the business; this is about positioning what is already there.
Killed the second-round discount before the buyer raised it.
A mid-market software business expected a 1.5x revenue offer. The readiness review surfaced three issues the buyer would have used to chip the price: an unpatched dependency in the core product, a single engineer holding the deployment pipeline, and a customer concentration story that was true but badly told. Six months of focused work later, the asset went to market with answers, not excuses.