Leadership Insights

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Capitalizing Software Development Costs: CFO Questions

The software capitalization question isn’t whether you can move qualifying software development costs onto the balance sheet. It’s whether you can defend why, when, and how much. When you’re capitalizing software development costs, current EBITDA and net income may look stronger. That doesn’t mean the business created more cash or reduced its total cost. It […]

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Cybersecurity Due Diligence Red Flags That Cut Price

A deal can look financially attractive until you examine the systems that keep the business running. Cyber threats can turn weak access controls and untested backups into expensive post-close problems. Aging platforms and undisclosed incidents can increase cyber risk, driving remediation costs and lost operating capacity. Cybersecurity due diligence helps you evaluate a transaction in

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Add-On Acquisitions: A Tech Integration Playbook

In middle market leveraged buyouts, an add-on acquisition can look small in a purchase model. It can still create a large technology problem. When you combine a target with a platform company, identity, data, vendors, and cybersecurity must work together. Decision rights must also be clear before the promised EBITDA improvement shows up. Private equity

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IT Carve-Out: Separate Systems Without Breaking the Business

An IT carve-out can support value creation when operational risks are controlled. Shared systems, data, vendors, identities, and infrastructure rarely divide cleanly when the deal closes. The target business must operate independently without losing orders, payroll, customer access, reporting, or security controls. Meanwhile, the parent company must keep those capabilities running through the separation. That

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The First 100 Days of Tech Integration After an Acquisition

An acquisition can create value quickly, but technology gaps can slow integration, raise cyber risk, disrupt customers, and weaken confidence in the deal. Day one readiness helps limit these risks, while a post acquisition IT integration plan protects the business before it tries to combine every system. The first 100 days are the core phase

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How to Prepare Technology for Company Sale in Six Months

A possible acquisition changes the questions your leadership team must answer, particularly when selling a technology business. Buyers will assemble a deal team to examine whether your technology supports revenue, protects customer trust, controls cost, and can operate through the transaction. Knowing how to prepare technology for company sale is not about making every system

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Buy-Side Technology Due Diligence: What Kills Deals

A target can look attractive on paper during mergers and acquisitions, but hidden technology problems can threaten revenue, post-close value, and the integration plan, making buy side due diligence essential. A buy side technology due diligence checklist helps you test whether the systems, people, vendors, data, security controls, and technology costs support the investment thesis.

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