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Protect data and get through the deal

Transaction Diligence and Readiness

PE roll-ups of clinics and MSOs, health systems acquiring practices, digital-health acquirers; owners preparing to sell

Led by our privacy and compliance lead and Kurt Wiedenhoeft

Scope and deliverables

Buy side: a diligence report on IT, security, privacy, and AI assets, including model provenance, training-data rights, and the consent basis for the data the models were built on. Sell side: a readiness assessment to identify gaps before buyer review, with remediation quoted from the findings.

Confirm the fit before starting

In the introductory conversation, we’ll discuss your priorities, the systems or workflows involved, and the people needed for the work. The engagement agreement confirms the scope, responsibilities, fee, and timeline before work begins.

  • Identify the decisions the engagement needs to support.
  • Agree on access, inputs, and client responsibilities.
  • Confirm the deliverables and how they will be reviewed.
  • Identify any specialist or implementation work that requires separate scope.

Discuss your next priority.

Tell us what needs attention. In a 30-minute introduction, we’ll discuss your situation, relevant engagements, and possible next steps.

Arrange a 30-minute intro