If AI is in your value creation plan
I searched this year and took two deals through diligence before walking away from both. I've since started Westmarch Partners, which helps owner-led companies use AI to get more done with the team they have.
If AI is somewhere in your value creation plan, the hard part is knowing which work it should take on and what that's worth next to everything else on your list. That's what my assessment answers. Over two weeks I learn how the work actually gets done, find where AI can take some of it on, and estimate what each opportunity is worth. The fee is fixed and counts toward the build if you go ahead.
If you've closed in the last couple of years and you're ready to start making changes, or you're in diligence and want a second opinion on the AI upside, send me a message.