Technology Due Diligence for M&A in Cypress
Before you buy a company, you should know what its technology will cost you the day after closing. Sentinel-Pros reviews the target's systems, security posture, vendor contracts, and accumulated debt, then puts a number and a plan next to each finding. The report is written so your attorney, your lender, and your CPA can all read it without a translator.
The Problem
Deals in the Cypress area tend to be small, fast, and relationship driven. An owner-operated trades company off Telge Road, a two-location dental practice near Bridgeland, an agency on US-290 that one family has run for twenty years. The financials get a quality of earnings review and the lease gets an attorney, while the technology gets a fifteen minute hallway conversation with whoever answers the phone. Then the wire clears and the buyer inherits a server in a supply closet, software licensed to the seller personally, a customer database nobody knows how to export, and shared logins that four former employees still remember.
The Solution
We run a structured review in the weeks before closing, working from documents, read-only access, and interviews with whoever actually keeps the systems running. Delivery is remote, and because Cypress sits inside our Houston on-site area we can also walk the target's office, look at the rack, and check physical security in person when that matters to the deal. The findings separate three things buyers usually blur together: what is broken today, what is a live security or regulatory risk, and what is simply going to cost money after day one. We cost the remediation and the integration so the figures can go straight into your model or your negotiation. Scope and a fixed fee are set on a discovery call.
Core Responsibilities
Systems and Infrastructure Review
Security and Regulatory Exposure
Deal and Integration Economics
Engagement Process
Scope and Access
We agree on what the deal actually turns on, then request the narrow set of documents and read-only access we need. Diligence windows are short, so we tell you on day one what we can review and what we cannot, rather than discovering the gap in week three.
Evidence Gathering
We interview the people who run the systems, pull configuration and licensing evidence, and test the claims that matter most. If the target is local to Cypress, we schedule a site visit to see the server room, the cabling, and the physical controls with our own eyes.
Findings and Costing
Every issue gets a plain-language description, a business consequence, and a cost range. You get a short executive summary for the deal team and a detailed appendix for the people who will own the environment afterward.
Negotiation and Handoff
We stay available while you negotiate, so findings can be translated into price adjustments, escrow language, or seller commitments. If you close, the same document becomes the opening chapter of your integration plan.
More for Cypress Businesses
Common Questions
How long does technology diligence take on a small Cypress acquisition?
Most reviews of a company under a hundred employees run one to three weeks from access to final report. The limiting factor is almost never our analysis; it is how quickly the seller produces contracts, licensing records, and someone who can answer questions. We start with the items that could change the deal and work down from there.
The seller will not let us talk to their IT vendor before closing. Can you still help?
Yes, though the picture is thinner. We work from invoices, contracts, insurance applications, and a walkthrough with the office manager, and we tell you plainly which conclusions are evidence based and which are inference. In those cases we usually recommend specific seller representations to cover what we could not verify.
We are buying a medical practice near the Grand Parkway. What is different?
Patient data changes the risk profile. We look at where records live, whether business associate agreements exist with every vendor touching them, and whether a prior breach was ever assessed or reported. An unaddressed HIPAA problem does not stay behind with the seller in the way buyers often assume, so it belongs in the diligence file rather than in a surprise letter after closing.
Will you find things that actually move the purchase price?
Sometimes, and sometimes the value is simply knowing what you are walking into. Deferred hardware replacement, a practice management system with no export path, or unlicensed software all carry real dollars. We give you the number and the evidence. Whether you use it to renegotiate, to build a reserve, or to plan the first year of spend is your call.
What happens after we close?
You can hand the report to whoever supports you today, keep us on for the integration work, or move the acquired company onto managed support with us. Cypress is inside our on-site service area, so if the target needs hands on hardware during the cutover, that is a drive from Houston rather than a scheduling problem. Ongoing support is quoted as a fixed monthly retainer after a discovery call.
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BOOK A CONSULTATIONTechnology Due Diligence for M&A for Cypress, Texas
Cypress is full of businesses that are about to change hands. The northwest side filled in quickly as Bridgeland and Towne Lake added rooftops, and many of the trades companies, insurance agencies, and specialty practices that grew alongside those communities are owned by people now planning an exit. The buyers are usually other operators or small investor groups assembling service brands along US-290 and the Grand Parkway, and they are buying route density, technicians, and patient panels rather than technology. That is exactly why technology surprises them. A residential services company still dispatching from an aging on-premise server, a Cy-Fair area dental group running three different practice management systems with no consistent backup, a retail concept near Houston Premium Outlets whose card processing was configured years ago by a friend of the family. None of that appears in a quality of earnings report. It appears in the first ninety days after closing, when the new owner learns that the customer list cannot be exported cleanly, the software licenses were issued to the seller by name, and the security posture would not survive the first questionnaire an insurer or franchise partner sends. Because Cypress is inside our Houston service area, we can walk the target's office before you sign rather than after.
See the statewide overview of Technology Due Diligence for M&A or all services available in Cypress.