Selling or acquiring a business? Make your tech work with you, not against you

Selling a business or merging with another company is more common than ever. Many business owners are looking toward retirement, while others build companies with the goal of selling from the start. Whether planned or unexpected, transitions like these bring big changes—including how technology and data fit together.

But merging businesses isn’t just about contracts and leadership changes—it’s also about bringing together different ways of working. Some companies rely on cloud-based platforms, while others have decades-old databases. Even when two businesses use the same software, they’ve often customized it in completely different ways.

So, what happens when two businesses need to work as one? How do you combine operations without losing data, disrupting teams, or creating extra manual work?

At Pixo, we help businesses make technology transitions smoother. Whether you’re integrating systems after a merger, preparing your company for acquisition, or figuring out how to keep things running during a transition, we make sure your software works for you—not against you.

The hidden software challenges in mergers and acquisitions

Bringing two businesses together isn’t just about merging teams or aligning processes. It’s also about making different technologies work together.

Some common challenges include:

• Conflicting systems – One company might use a cloud-based CRM, while the other relies on a legacy database. These systems don’t naturally talk to each other, but we can build custom connections that make them work as one.
• Double data entry – During a transition, employees often have to enter the same information—such as new client details, sales orders, or inventory updates—into multiple systems. This slows teams down, increases the risk of errors, and creates inconsistencies. We create solutions that sync data automatically, ensuring accuracy and saving time.
• Different workflows – Even if both businesses use the same software, they may have customized it differently. We can streamline interfaces, update workflows, and make transitions easier for employees.
• Broken reports and dashboards – Executives rely on accurate data to make decisions. We ensure that key reports still function—even when merging systems.
• Long transition periods – Switching from one system to another isn’t an overnight process. We help businesses take an incremental approach, keeping things running while gradually moving to a unified platform.

Helping your technology talk to each other

Off-the-shelf software is built to serve a broad range of businesses, but it rarely fits one company perfectly. That’s why businesses often customize their systems, creating unique workflows and workarounds that work for them.

But when two companies merge, these modifications don’t always align. One company’s workaround might be completely different from the other’s, leading to frustration, inefficiencies, and data conflicts.

That’s where we come in.

We build custom integrations and solutions that help businesses:

• Consolidate data from multiple systems into a single source of truth
• Automate repetitive tasks to reduce manual work and errors
• Customize interfaces so employees can transition smoothly without relearning everything
• Preserve reporting functionality so critical business insights remain intact
• Prevent data mismatches caused by repurposed fields – Employees often adapt off-the-shelf software by using existing fields in unintended ways. We help untangle these custom workarounds and create proper data structures to ensure consistency across systems.

Most importantly, we design solutions that last. Whether you’re working through a merger now or planning for the future, we make sure your technology adds value, not frustration.

Building value before a sale

If you’re planning to sell your business, your technology infrastructure directly impacts your company’s value. A business with well-integrated, well-documented systems is far more attractive to buyers than one with disorganized, outdated software.

We help businesses increase their value by:

• Creating clear, repeatable systems – Custom software can document workflows so buyers understand how your business operates.
• Reducing reliance on single employees – If your business depends on one person to manage software, that’s a red flag for buyers. We help ensure that knowledge is built into your systems.
• Improving reporting and analytics – Buyers want to see clear data on revenue, efficiency, and performance. We design dashboards that make it easy to access and analyze this information.
• Ensuring compliance and security – If your business handles sensitive data (HIPAA, financials, PII), we help ensure security measures are up to standard before a sale.

Timing is everything

The best time to plan for a software transition is before the merger happens. If you’re acquiring a company, technology integration should be part of your due diligence process. If you’re preparing to sell, optimizing your systems will make the transition easier for buyers.

Bringing us in before the transition starts allows us to:

• Identify high-risk areas that could slow down integration
• Map out a step-by-step approach for a smooth transition
• Help you avoid costly mistakes by planning ahead

Waiting until after a merger is finalized usually leads to unnecessary expenses and delays. The sooner we’re involved, the smoother things will go.

Let’s make your transition seamless

Mergers and acquisitions are complicated enough—your software shouldn’t make it harder. Whether you’re combining systems, integrating workflows, or preparing your business for sale, we help make the process easier, smarter, and more efficient.

Let’s talk about how we can support your business through this transition and beyond.