Background

Professional buyers and investors often face a critical challenge: understanding the IT health of their current portfolio companies or prospective acquisition targets. A strategic IT audit provides the clarity needed to ensure operational efficiency, financial predictability, and a scalable foundation for future growth.

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A company backed by a family office sought to assess their IT infrastructure. With ambitious growth goals, they sought a growth-focused IT partner to help establish a strong IT foundation for rapid scalability and success.

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Challenge

The company’s ownership group faced an urgent need to evaluate their IT environment.

Specifically, they sought answers to:

• Current State: What gaps exist in the company's IT infrastructure?
• Operational Readiness: Is the IT foundation capable of supporting planned growth?
• Financial Impact: What will it take—both in terms of cost and timeline—to implement IT best practices?

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Without a clear understanding of these issues, stakeholders couldn’t make informed decisions about operational improvements, budgeting, or IT strategy.

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Solution

After weighing options, the company chose to partner with Fluid MSP for a comprehensive IT audit.

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"Fluid MSP's expertise in IT due diligence, combined with their experience working with professional buyers and growth-focused organizations, established them as the clear choice."

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Fluid MSP delivered a tailored, three-phase process:

1. Discovery & Assessment: A detailed evaluation of the company's current IT infrastructure, from hardware to software, security protocols, and operational workflows.
2. Gap Analysis: Identification of gaps in performance, compliance, and scalability, with actionable insights tied to business priorities.
3. Roadmap Development: A clear, actionable plan outlining recommended upgrades, timelines, and budgets to achieve IT best practices.

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Results

Fluid MSP’s IT audit delivered the insights needed to move forward with confidence:

• Actionable Insights: Provided a detailed overview of existing IT infrastructure, pinpointing areas requiring immediate attention.
• Scalability Roadmap: Outlined a step-by-step plan for creating an IT environment designed to scale with BIOS’s rapid growth trajectory.
• Cost Predictability: Equipped stakeholders with financial projections for required IT investments, ensuring informed budgeting and resource allocation.
• Operational Confidence: Ensured the IT foundation could support BIOS’s plans for secure, rapid expansion while minimizing risk.

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Conclusion

Fluid MSP’s IT audit enabled our client to make informed decisions, investing in the IT changes needed to achieve their growth goals. Whether family-office-backed or a private-equity funded, a robust IT foundation is critical for operational success and value creation. To learn more, see how Fluid MSP increased enterprise value for a private equity fund with an ERP implementation.

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IT Audit & Due Diligence Services

Ready to unlock your organization’s growth potential? Let Fluid MSP help you evaluate and optimize your IT infrastructure. Our team will conduct an IT Audit as part of your due diligence process to demonstrate the value we bring as a long-term partner.

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Here’s what we deliver:

• Comprehensive IT Audit: A deep dive into the target’s IT infrastructure, identifying risks, inefficiencies, and areas for improvement.
• Actionable Recommendations: A clear roadmap to align IT with growth objectives and ensure scalability.
• Financial Predictability: Insight into the costs required to modernize, secure, or scale IT post-acquisition.