AI-Ready Businesses
How Technology Is Changing the Way Companies Are Valued and Sold
By ERIKA BAEZ-GRIMES, Business Coach, Certified Mergers & Acquisitions Professional
THE NEXT WAVE IN BUSINESS VALUATION
Artificial intelligence is changing how businesses are analyzed, valued, and ultimately acquired. The same technologies that once felt out of reach for small and mid-sized companies are now embedded in modern dealmaking, bringing more profound insights, faster analysis, and greater transparency to every stage of an M&A transaction.
Today’s valuation tools go far beyond surface metrics or a simple “look under the hood.” AI-powered platforms can examine a company’s financial statements in seconds, detect irregularities, benchmark performance against industry peers, and identify inefficiencies or hidden strengths.
The result: buyers and investors now see beneath the surface of a business more clearly than ever before. It’s a smarter marketplace.
WHY TECH MATTERS MORE THAN EVER
Legacy systems, outdated software, or manual processes once viewed as harmless are now red flags in valuation reviews. Conversely, even small steps toward digital modernization—such as having a data room, adopting cloud-based accounting, integrating CRM systems, or improving data visibility—can positively influence both price and buyer confidence.
Across the country, many privately held businesses are led by Baby Boomer owners planning their exits within the next decade. Historically, these founders relied on established systems, loyal employees, and a strong local reputation. But as technology becomes inseparable from valuation, these owners are beginning to implement modest advancements and AI tools to stay competitive.
Technical readiness is now a critical part of exit planning. The question is no longer, “Is your business profitable?” but “Is your business future-proof?”
PRACTICAL WAYS TO START PREPARING NOW
- Upgrade Core Systems: Move from desktop or manual record-keeping to secure, cloud-based accounting and operations software.
- Improve Data Hygiene: Standardize and clean your customer, sales, and financial data.
- Document Processes: Capture knowledge in digital SOPs and workflows to make transitions smoother for buyers.
- Evaluate Cybersecurity: Buyers now score security posture as part of diligence.
Each small improvement increases both operational strength and perceived enterprise value.
Companies that embrace even minor digital modernization are now commanding stronger multiples and faster closes. Buyers view them as scalable, transparent, and easier to integrate.
LOOKING AHEAD
Business owners considering an exit in the next three to five years should begin assessing their technological landscape now. Transitioning to AI-readiness doesn’t require a full overhaul; it starts with small, strategic updates that modernize operations and position the business for a stronger valuation.
To determine whether your company is ready for the next generation of AI-assisted buyers, or to discuss steps toward a technically prepared exit, reach out to our business contributor, Erika Baez-Grimes.
Because in tomorrow’s market, readiness isn’t optional—it’s value.
