Tech Guru
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Score the technology before you buy the firm.

Twenty-three questions about the target: its security, its systems, its data, its people. Out comes a scored report with the red flags, what to ask for, the representations and escrow to raise with counsel, a day-one controls list, and a 90-day integration plan. Free, no sign-up, delivered as a Word document.

  • Every answer scores green, amber, or red. "Not yet asked" scores red and becomes a diligence item.
  • Your answers stay in your browser. Nothing is uploaded or stored. Deal working paper, yours.
  • Red flags with what to ask for and how to protect the deal, a 90-day plan, and a document request list.

Step 1 of 5 The deal

1Who is buying, and who is being bought

Changes: Names both firms in the report.

2What kind of transaction?

Changes: Changes the deal-protection notes: a stock deal inherits the target’s liabilities, including an undisclosed breach.

3How many people work at the target?

Changes: Scales the integration plan and the key-person questions.

What you get, and what you do not

The liability you cannot see on the balance sheet.

Weighted toward what hurts

An undisclosed breach, missing MFA, and missing Section 7216 consents carry the most weight, because they transfer with the client relationships and surface after closing. The report turns each red flag into a representation, an indemnity, or an escrow to raise with counsel.

What you have not asked, you inherit

"Not yet asked" scores red on purpose. The report lists every open item with exactly what to request, and appends the full document request list and an incident attestation for the owner to sign.

What it is not

It is not a valuation, a legal opinion, or a forensic review. Effort levels are indicative, there are no dollar figures, and counsel drafts every protection it suggests. Version 1.0 (October 2026).

Buying a firm? Know what you're buying.

Book a discovery call and ask about our pre-acquisition technology assessment. We inspect the target's stack and security posture before you commit, and we run the integration after.

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