Pre-Acquisition · SMB · Tech Diligence

Is This Business Tech Ready to Buy?

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Section 01 — Tech Stack

Core Technology

How modern and maintainable is the business's technology foundation?

Q1. How would you describe the business's primary software tools?

Modern SaaS tools (cloud-based, current)

Mix of modern and legacy systems

Mostly legacy or on-premise software

Unknown or undocumented tools

Q2. How dependent is the business on spreadsheets for core operations?

Minimal — most processes are in dedicated tools

Some reliance but not critical paths

Significant — key processes run on spreadsheets

Heavily spreadsheet-dependent across the business

Q3. How integrated are the business's tools with each other?

Well integrated — data flows automatically

Partially integrated with some manual steps

Mostly siloed — lots of manual data transfer

No integration — fully manual across tools

Section 02 — Data & Security

Data Integrity & Security

How well is the business's data protected and managed?

Q4. Does the business have documented data backup and recovery processes?

Yes — automated, tested regularly

Partially — some backups but not fully documented

Minimal or informal backup practices

No backup processes in place

Q5. How would you rate the business's cybersecurity posture?

Strong — MFA, access controls, documented policies

Basic protections in place

Minimal security measures

Unknown or clearly inadequate

Q6. Is customer and business data centralized in a single system of record?

Yes — clear, single source of truth

Mostly — with some exceptions

Scattered across multiple systems

No centralized data — highly fragmented

Section 03 — Operations

Operational Technology

How well does technology support day-to-day operations?

Q7. Are core business processes documented and repeatable without key personnel?

Yes — well documented, not person-dependent

Partially documented

Mostly undocumented, relies on key people

Entirely person-dependent — high key-man risk

Q8. How are vendor/supplier relationships and contracts managed?

Centralized contract management system

Tracked in a spreadsheet or shared drive

Informal tracking — varies by person

No organized tracking

Q9. Does the business have recurring, automated technology costs you've identified?

Yes — fully inventoried and reviewed

Mostly identified, some gaps

Partially known — several unknowns

Not reviewed — tech costs are unclear

Section 04 — Team & Transition

People & Transition Risk

How smoothly can technology transfer to new ownership?

Q10. Is there a team member who manages technology, or does the owner handle it all?

Dedicated IT or ops person in place

Part-time or shared responsibility

Owner handles most tech decisions

No one owns tech — completely ad hoc

Q11. Are software licenses and accounts transferable to new ownership?

Yes — reviewed and confirmed transferable

Likely yes but not fully verified

Some tied to personal accounts

Mostly personal accounts — major transfer risk

Q12. How would you rate the technology documentation (passwords, logins, system setup)?

Well documented — transition would be smooth

Partially documented

Minimal documentation — would take time

No documentation — high transition risk

Section 05 — Growth Readiness

Scalability & Upside

Can the tech support your post-acquisition growth plan?

Q13. Can the current tech stack scale with 2–3x revenue growth without a full rebuild?

Yes — current tools scale well

Mostly, with some upgrades needed

Significant re-investment required to scale

Stack is already a bottleneck to growth

Q14. Does the business have a CRM or customer management system in place?

Yes — actively used with clean data

CRM exists but underutilized or messy

Customer data in spreadsheets only

No CRM — customer tracking is ad hoc

Q15. Overall, how would you rate the technology relative to the acquisition price?

Tech is an asset — adds value to the deal

Tech is neutral — neither adds nor detracts

Tech needs investment — minor discount warranted

Tech is a liability — meaningful risk to price

Almost there — where should we send your report?

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