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Diligence and exit readiness

Who should commission this, the CEO or the CFO?

Usually both, and the engagement reports to both. The CFO owns the cost baseline and the proceeds conversation. The CEO owns the narrative a buyer hears about the technology organization. Findings go to both at the same time, which keeps the report useful rather than political.

Related questions

  • What is sell-side technology diligence?

    Sell-side technology diligence is an assessment commissioned by the seller, before a sale process begins, to find what a buyer's diligence team will flag. Buy-side diligence tells an acquirer what to worry about. Sell-side diligence tells an owner what is about to be found, while there is still time to act on it.

  • Why pay for diligence on your own company?

    Because the findings arrive while you can still do something about them. A technology issue found six weeks before a process can be fixed or priced. The same issue found by a buyer mid-process becomes a retrade, an escrow, or a reason to walk. The report costs a fraction of a single contested finding.

  • What does a buyer's technology diligence team actually look for?

    Duplicated spend and licensing across acquired entities, infrastructure nearing end of life, source code that cannot be produced, single points of failure under revenue-bearing applications, unsupported operating systems, key-person concentration, and roadmap commitments the team has no realistic path to deliver.

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Last updated: August 2026