AI & Agents

What AI actually does inside a lower-middle-market business, written from running these systems rather than selling them. Neo Advisory builds and operates its own AI in its back office, and these pieces report what worked, what cost more than expected, and what buyers pay for at exit.

Where to start

If you are weighing whether AI investment survives diligence, begin with Does AI Adoption Increase Enterprise Value?. If you want the practitioner account, including the failures, read What Running AI Agents Inside an Advisory Firm Actually Taught Us.

All articles

  • What Running AI Agents Inside an Advisory Firm Actually Taught Us

    A practitioner account of running AI systems inside a working advisory firm — call reception, financial aggregation, bookkeeping and payroll, and marketing production. Includes the failures, the most costly of which was not technical: trying to run the business and build the systems at the same time.

  • Does AI Adoption Increase Enterprise Value? What Buyers Actually Pay For

    In 2026, 89% of US small businesses reported using AI, but only 17.7% were paying an AI vendor and just 8.8% were using it in the production of goods or services. That gap is what acquirers have learned to price. This article examines what AI investment actually does to enterprise value, what buyers test in diligence, and where AI reaches the income statement in the lower middle market.

Related

Shorter practical guides on choosing, costing and deploying AI are on the blog. The engagement itself is described on AI agent development. Where these systems are and are not used in our own research is set out in our research methodology.