tyler-smith.com · Questions & Answers

Our employees use various software tools and apps they have purchased on their own credit cards over the years. How do we audit and centralize our technology stack on our exit runway to pass a buyer's technical due diligence?

Shadow IT is a compliance nightmare that can stall a transaction or trigger painful price adjustments. During technical due diligence, a buyer's team will inspect your software licenses, security protocols, and data ownership. If your team is running critical operations on personal accounts, you risk losing proprietary data, violating privacy laws, and facing massive license non-compliance fees.

You must run a comprehensive technology and software audit. Document every piece of software used across your organization, from CRM platforms to minor utility apps. Identify who owns the licenses, how they are paid for, and where the data is stored.

Consolidate all software under corporate-owned accounts with centralized billing. Ensure that all intellectual property and customer data generated within these tools belong legally to the company, not to individual employees.

This cleanup secures your proprietary processes and database assets. It also allows you to present a clean, optimized technology blueprint to the buyer. This level of organization proves your operations are professional, secure, and ready to be integrated into an acquirer's platform without hidden liabilities.

Category: Exit Planning

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