The Data Shepherds has helped businesses buy other businesses and sell to other businesses. It is important that an organization has the proper documentation either prepared and understand what they are looking for and looking at when considering the purchase of another organization.

Many times an organization just knows they want to sell or they are interested in adding to their existing portfolio. It is easy to get caught up in the legal process but then scramble to get the technical documents pulled together. It’s even more difficult if the organization is trying to do this without alerting the employees. This is where The Data Shepherds can help.

We can help put together the ask for technical documentation or pull together the technical documentation to prepare for the ask. We can help guide employees through interview and preparing employees for interviews for potential buyers. The documentation can include, but is not limited to the following:

Technical Overview
Policies and Processes
Previous Audits (SAS-70, HIPAA, Security, SOC, etc.)
Technical Debt
Technical Roadmaps
Consultant Obligations and Roadmaps
and more…

Please contact us for more information or to have more conversations regarding your needs.