IT Due Diligence for Searchers
Use our IT Due Diligence Discovery Questionnaire to establish an IT baseline and identify near-term risk or cost drivers before close.
Clarity on IT risk before it's your problem
A target company can look healthy on the surface while hiding avoidable technology risk underneath. Aging hardware, undocumented networking, messy Microsoft 365 administration, unsupported software, and overlooked voice systems can all create cost and disruption after close.
Our IT Due Diligence Discovery Questionnaire is built to establish a practical IT baseline during diligence. It helps searchers understand how the environment works today, where resilience may be weak, and what may need attention soon after close.
What this questionnaire is built to surface
Current-state Environment
See how the business is actually built and supported today.
Document the basics of the environment, including sites, users, connectivity, hardware, cloud or virtualization choices, software, networking, voice, directory, email, and business-critical dependencies.
Resilience and Support Gaps
Spot where continuity and support may be weaker than expected.
Understand backup approach, offsite backup, firewalls, VPN usage, MDM, antivirus, spam filtering, DR planning, and whether the business has policies and documentation in place.
Near-term Cost Drivers
Find the issues most likely to affect post-close spend.
Spot where replacement, standardization, licensing cleanup, roadmap work, or vendor changes may be needed soon after close.
What the IT DD questionnaire actually covers
This is not just a cybersecurity checklist. It is a broader IT diligence discovery resource designed to help establish a practical baseline across the full environment, including:
- sites, users, and connectivity
- server and end-user hardware
- virtualization and cloud services
- proprietary software and platform requirements
- antivirus, spam filtering, and MDM
- storage, backup tools, backup targets, and offsite backup
- networking, firewalls, wireless, VPN, topology, and VLANs
- phone and communications setup
- Active Directory and group policy
Microsoft 365, Exchange, DNS, and mailbox environment - business dependencies such as compliance, employee IT policy, disaster recovery, and roadmap
Why that matters in diligence
A buyer inherits architecture decisions, vendor relationships, aging equipment, backup practices, licensing choices, and support assumptions. This questionnaire helps you gather those facts early enough to make better decisions before close.
Get the IT Due Diligence discovery questionnaire
Use this questionnaire to establish an IT baseline on the target company. It is structured to help you review the environment category by category so you can identify what exists today, what may need follow-up, and what could impact transition, continuity, or near-term spend.
We can help you interpret the answers and identify likely first-phase priorities after close.
What ETA searchers are usually trying to understand
Infrastructure Condition
How many servers exist, what platform they run on, how old they are, whether hardware will need replacement, and how standardized the environment really is.
Cloud & Software Dependencies
Which applications and cloud services are in use, what versions they run, which vendors support them, and whether there are proprietary or operational dependencies that need to be maintained.
Backup & Network Resilience
How backup is handled, whether offsite protection exists, what firewalls and VPN practices are in place, and whether the network is documented and segmented.
Business & Governance Risk
Whether the business has compliance requirements, retention policies, employee IT policies, a disaster recovery plan, and any current technology roadmap.
The case for IT and cybersecurity due diligence
Catch Nick Akers’ appearance on Let's Buy a Business where he explores the messy, outdated environments many buyers unknowingly walk into.
Frequently Asked Questions
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What is the goal of this questionnaire?
This IT Due Diligence questionnaire will help you establish an IT baseline for diligence, understand the current environment, assess security and resilience, and surface near-term cost and risk drivers.
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Is this just a cybersecurity checklist?
No. It is broader than that. It covers infrastructure, cloud and virtualization, software, storage and backup, networking, phone systems, directory, Microsoft 365 and email, and business dependencies in addition to resilience-related questions.
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What kinds of issues can it help uncover?
It can help uncover aging servers, inconsistent hardware standards, unclear backup practices, undocumented networks, vendor dependence, missing DR planning, and other operational or cost concerns that deserve follow-up.
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Why does this matter before close?
Because the technology environment affects continuity, support burden, future spend, and the speed of post-close stabilization.
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Can Inzo Technologies help after the questionnaire is completed?
Yes. We'll help you review the answers and identify likely priority issues. We also help operators with post-close IT, cybersecurity, and voice support.
Establish the IT baseline before you close
Use the IT Due Diligence Discovery Questionnaire to understand the current environment, surface likely risk and cost drivers, and prepare for a smoother post-close transition.