It’s not unreasonable given that AI can now be used to create a competitive advantage.
Financial News reports that dedicated AI due diligence is becoming standard in private-equity transactions involving accountancy, advisory and legal firms. Investors want management to explain the exposure to disruption and provide evidence of how they plan to use AI to improve the business.
For firms considering investment or a sale, we see a practical implication: start building that evidence before the transaction begins.
“We use Copilot” describes a tool choice. A credible strategy needs to connect AI adoption to the way the business operates, earns revenue and serves its clients.
Three questions worth preparing for:
• Which services could AI change, and how will we respond?
• Where have we demonstrated improvements in capacity, service quality or profitability?
• What controls protect client information and ensure levels of security appropriate to the business?
A sensible starting point for business’s that have not developed a strategy is choose one valuable business process: understand the current performance, introduce a focused improvement that can be achieved expediently and measure the result. That gives management something concrete to explain—and a foundation for deciding what comes next.
At DATAFORT, we help firms turn AI ambitions into practical process improvements, working systems and a clear roadmap.
If investment or a sale is on your horizon, how well could you answer those three questions today?
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Source: Financial News, 29 September 2026:
https://lnkd.in/enreGCZj
Want to discuss how to solve process issues with software solutions? Book a brief introductory meeting to discuss it – https://calendly.com/d/dv5j-f2c-4zx/datafort-ai-development
