Tech Stack & Software Audits
Legacy software is fine.
Uninheritable software is not.
Buyers are not grading your tools for novelty. They are asking what runs the business, who can log in without you, and what breaks the day they own it. We audit the stack and move the systems that matter onto something they can actually take.
Confidential. No obligation. Built for operating companies, not software startups.
Your information is 100% confidential. We never sell your data.
Three questions. If you scramble, the stack is not ready.
What systems keep the business moving? Who owns each one? What breaks if a buyer inherits them tomorrow? Age is not the problem. Undocumented risk is. A desktop accounting file only you can open, a dispatch inbox, and a server under the front desk are the same issue: the company does not own its own operations.
Cloud systems are attractive because a new owner can be added, history is already there, and the vendor — not a retired IT cousin — supports them. We upgrade what fails that test. We do not rip out tools that already pass it.
Cloud accounting, a CRM the team actually uses, job or inventory software with more than one admin, backups, and a contract in the company name.
Shared logins, a spreadsheet that is the customer list, software licensed to the owner personally, and no one who can explain how the numbers get from the field to the books.
Undisclosed security problems are a known reason buyers pause or walk. The audit names them before their IT review does. We will not promise a multiple lift from a software project.
Six things we inventory before anyone talks migration.
Systems of record
Accounting, customers, jobs or orders, inventory, payroll. If two tools disagree, the buyer will not know which number to underwrite. One source of truth per record, named in writing.
Who can get in
Named admins, not a shared password. Former employees still in the system. Multi-factor on email, banking, and the books. The owner’s personal login as the only recovery path is a closing problem.
Licenses and contracts
Seat counts, renewal dates, auto-renew, and whether the agreement is assignable. Ghost subscriptions are a cost leak. A license in your name is an asset the company may not own.
Where the data lives
Cloud, a vendor, or a machine in the office. Backups tested, not assumed. Customer and employee data with an access list. Industry rules — PCI, HIPAA, or a franchisor standard — called out before legal asks.
How the tools talk
What is integrated, what is re-keyed, and what only one person knows how to export. A manual bridge is fine if it is written down. It is a risk if it is a habit in your head.
Shadow tools
The group text that is dispatch. The personal Dropbox that is the quote archive. Buyers treat unofficial systems as missing controls. We either bring them into the company stack or retire them.
Upgrade only what a buyer will inherit.
A migration during diligence is a red flag. A finished one is a feature.
Stable and owned
Licensed to the company, backed up, more than one admin, and a short note on how it is used. Age alone is not a reason to replace it.
Source of truth
Accounting, customer records, and the operating system of the business — dispatch, POS, inventory, or the job board — if they still live on a desktop or in an inbox.
Parallel, then cut over
Run the new system long enough that trailing history is in it. A buyer wants months of clean data, not a go-live date after close.
What the deliverable is
Questions owners ask first
Find out which systems a buyer will not take.
Tell us what runs the books and the work. A member of our team will map what to keep, what to move, and what to document.
Confidential consultations • Inheritability over novelty • No obligation
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