AI Due Diligence Readiness
For business owners preparing to sell, working with an exit planner or M&A advisor.
If you are 12 to 36 months from sale and AI is operating somewhere inside your business, whether you put it there deliberately or not, buyers' counsel will ask about it.
The new line item in due diligence
Sophisticated buyers and their technical advisors are starting to treat AI maturity as a valuation factor and AI governance as a due diligence requirement. The questions are arriving in deal rooms now, not in some future regulatory environment.
They want to see your AI policy. Your data handling practices. Your vendor and model inventory. Your incident response plan. Your governance structure for the systems already running inside your business.
Most owners cannot produce these documents. The AI activity inside the business is real. The documentation that proves it is governed is not.
This becomes a discount at the closing table, a finding in the data room, or both.
Buyer's counsel will request
- AI Acceptable Use Policy
- Data Handling Practices
- Vendor & Model Inventory
- Incident Response Plan
- Governance Structure
Why this matters now
A window is open. Businesses that arrive at sale with documented AI governance, surface-area visibility, and audited infrastructure are starting to command higher multiples than businesses that arrive without those artifacts.
The owners who prepare ahead of the curve protect their multiple. The owners who wait absorb the discount when standards normalize across the next 24 to 36 months.
Valuation trajectory
Next 24 to 36 months
Illustrative.
Three engagement tiers
We deliver this work in three structured engagements, scoped to your exit timeline and the AI activity inside the business.
Tier 1
Readiness Assessment
A focused 1 to 2 week sprint to map every place AI touches your business: sanctioned tools, shadow usage, vendor relationships, agentic builds, and data flows. You receive a written assessment of your current AI surface area and a prioritized roadmap of what needs to happen before the data room opens.
The entry point for owners who want to know where they stand before committing to a full readiness engagement.
Tier 2
Standard Readiness Engagement
A 4 to 6 week engagement that delivers the complete documentation package a buyer's counsel will request. Includes the readiness assessment plus full governance documentation: AI Acceptable Use Policy, Data Handling and AI Policy, Vendor and Model Inventory, AI Risk Register, and Incident Response addendum. Concludes with a remediation roadmap covering what to fix, in what order, and at what cost.
The modal engagement for businesses with standard AI usage patterns: workforce productivity tools, SaaS integrations, and limited custom builds.
Tier 3
Technical Readiness Engagement
A 6 to 8 week engagement that adds a full technical audit of custom AI infrastructure: agentic builds, automations, access controls, logging, approval gates, model selection rationale, and security posture. Conducted in collaboration with our engineering partner under jenseregos.ai's strategic lead.
The engagement for businesses with custom AI infrastructure that will face technical scrutiny in due diligence.
Who this is for
You're working with an exit planner, M&A advisor, or investment banker on a sale within the next 12 to 36 months. Your business has revenue between roughly $5M and $250M. AI activity is happening somewhere inside the business, whether through employees using off-the-shelf tools, integrated SaaS platforms, custom automations, or proprietary AI infrastructure. You want the engagement that's scoped specifically for your exit, delivered by someone who understands both AI governance and what buyers actually look for.
Who this isn't for
This engagement is not the right fit if you're more than 36 months from sale and want general AI strategy without the exit lens — that's a different engagement.
This engagement is not the right fit if you're looking for a templated policy document without the discovery, audit, or roadmap work that makes the documentation defensible.
We're not the right fit if you're looking for a templated policy document without the discovery, audit, or roadmap work that makes the documentation defensible.
How the work is delivered
Strategic lead, discovery, governance design, and roadmap by jenseregos.ai. Technical execution, where required, is delivered in collaboration with our vetted engineering partner under our direction and quality standards.
Next step
A 30-minute discovery call to understand your timeline, your current AI footprint, and which engagement tier fits your situation.
Schedule a discovery call