Navigating Digital Asset Ownership
In this episode, Nick Olsen and Paige from Tree Ring Digital dig into how digital infrastructure and access now play a meaningful role in mergers and acquisitions. The discussion focuses on where deals commonly run into trouble, how digital ownership affects both buyers and sellers, and why digital readiness should be treated as part of standard deal preparation.
Paige explains how companies can reduce risk by organizing and documenting their digital systems, accounts, and access before a transaction begins. She also outlines how a structured approach to digital continuity can prevent delays, post close disruptions, and unexpected costs. The conversation closes with guidance for M&A professionals on helping their clients better understand the value and risk tied to their digital environment.
Key Points
Digital systems and accounts are now a material part of M&A transactions
Lack of clarity around ownership and access can weaken deal terms
Many owners do not have a complete picture of their digital footprint
Digital assets should be reviewed during diligence, not after closing
Delaying cleanup of digital access and documentation often increases cost and risk
A digital continuity framework helps protect operations after a transaction
Sellers should take an active role in organizing and securing their digital assets
Exit planning should include digital readiness well before a deal process begins
A well structured digital environment can strengthen market positioning and valuation
Advisors can add value by guiding clients through digital risk and asset awareness
About the Show
The M&A Mastermind Podcast provides practical guidance and real world insight for lower middle market deal professionals. Host Nick Olsen and industry leaders share experience, strategies, and tools to help advisors, investors, and operators navigate transactions more effectively and support business owners through the deal process.