Managed Cloud, Accounting/ERP Software, Managed IT, and Cybersecurity
Why Check?
Organizations typically review legal and financial details during merger and acquisition (M&A) transactions, but technology can affect deal value, integration costs, and operational risk. Evaluating a company’s IT organization, applications, infrastructure, data and cybersecurity can help you:
- Reduce the risk of costly surprises from unknown weaknesses and hidden technical debt.
- Support post-close IT planning, including integration cost estimates and separation roadmaps.
- Get a clear, data-backed understanding of the target’s technology landscape.
- Quantify any needed remediation costs.
- Validate purchase price assumptions and support data-driven negotiating decisions.
- Inform protective clauses in the sale and purchase agreement (SPA).
- Prepare for day-one readiness.
IT Due Diligence Services
CBIZ Technology IT due diligence services include solutions that evaluate critical factors.
IT Risk
We identify technology and cybersecurity risks in infrastructure, data privacy practices, and ERP systems that could influence the transaction.
Impact
We connect IT findings to deal value, cost exposure, and leadership-ready recommendations.
Planning
We show how technology may support, slow, or complicate post-transaction execution and help develop cost estimates and roadmaps.
Meet Our Strategic IT Consulting Leadership Team
David Mustin
Managing Director, ERP & Finance Transformation
Lisa Ricardo
National Leader, ERP & Finance Transformation
Justin Van Druff
VP, Business Development
Frequently Asked Questions
A technology assessment examines risks, opportunities, and post-close considerations for IT integration or separation. This may include evaluating:
- Infrastructure and architecture, including scalability, technical debt, cloud vs. on-prem, disaster recovery, and business continuity.
- Application portfolio and ERP systems, including system fit, possible ongoing customization costs, licensing and vendor lock-in, and integration complexity.
- Cybersecurity and compliance, including vulnerability assessments, incident histories, data privacy practices, insurance coverage, and regulatory risks.
- IT organization and staffing, including team competency, retention risk, outsourced resources, and in-house capabilities.
- IT operations and costs, including operating expense run rates, vendor contracts, hidden liabilities, and potential post-close savings or cost increases.
- Data and analytics maturity, including data quality, governance, and analytics capabilities.
Yes, we help teams assess carve-out complexity, transition service agreement (TSA) requirements, and standalone IT viability for carve-outs and divestitures. We also offer support through our transaction advisory services.
You receive reporting that translates technical findings into transaction impact, including SPA considerations, purchase price adjustments, post-close remediation budgets and timelines, integration cost estimates, synergy identification, and day-one readiness planning.
Get Started
Buy-side and sell-side IT due diligence helps protect transaction value. Connect with us to discuss buy-side, sell-side, or carve-out IT diligence.
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