What qualifies
Your company, its history and its records
Three things decide whether your records are worth a closer look. Most established companies meet every one.
Begin my estimateBusiness type
Business type is used to match you with buyers. It never changes your range. If you are in law, accounting or healthcare, scope is decided with you and your counsel, and client and patient data stays out.
- Accounting
- Law
- Healthcare
- Manufacturing
- Freight and 3PL
- Distribution
- Construction
- Insurance
- Finance
- Professional services
- Software or tech
- HVAC
- Home services
- Other
The company
- A team of 20 or more, counting every location.
- US based and running as an established company.
- You are the owner, or you can bring the owner in.
Signs of useful records
Time depth
A long history reveals how work evolves.
Conversation
Threads, tickets and comments where people work through a problem together.
Joined up work
One job showing up in email, the project tool and the invoice.
Steadiness
A team of 20 or more adding records week in, week out.
Which records count
Records count when they are kept in business software your team has worked in for a while. That usually includes:
Email threads
Customer, vendor and internal threads, often going back years.
Files and folders
Shared folders full of proposals, procedures, specs and reports.
Messaging
Slack or Teams channels where day to day decisions get made.
CRM notes
Notes logged against accounts, deals and next steps.
Help desk tickets
Each request, the replies, and how it got resolved.
Project management
Tasks, boards and timelines showing who handled each step.
ERP and finance
Invoicing, purchasing, orders and approval steps.
Codebases
Repos, pull requests and the review comments on them.
Your history
A minimum of three years in business. A longer history tends to mean more records, and your years in business are one of the two inputs that shift your indicative range. The other is team size.
Nothing to get ready
There is nothing to export, clean up or reorganize before you ask for an estimate. It asks about the company, not the files. Systems and date ranges are chosen later, on a call, with a License Your Data specialist guiding you.
Not certain you qualify?
Go ahead and answer the questions. It takes a few minutes, it is free, and if you do not meet the bar you will see that straight away. If a buyer fits later on, we will get in touch.