Is our data even interesting?
Possibly. Depth and consistency can matter more than size. We give you a first view before you spend time on it.
Data brokering Lower middle market
Years of records.
No data team required.
Owner-led firms often hold a long, consistent history in a few core systems, and nobody whose job it is to ask what that history could be worth.
- Typical decision-maker
- Owner or managing director
- Typical data
- A few core systems, many years deep
- What it takes from you
- A conversation, then a decision
01 / The situation
A long history,
in a few systems.
A firm that has run on the same accounting, customer, or job-management system for many years has something larger companies often lack: a consistent record, kept by the same people, of how the work was really done.
Most firms this size have never considered licensing it. There is no data team, nobody watching this market, and no time to work out who the credible buyers are.
02 / What owners ask first
Reasonable questions,
plain answers.
What about our clients’ information?
That is the first thing assessed. A specialist partner works out what can be included, what must be removed, and what your agreements allow.
How much work is it for us?
At the start, one conversation, with no files to send. If you go further, the partner leads the technical work.
Do we stay in control?
Yes. You decide whether to proceed, with which data, and on what terms. Nothing happens by default.
03 / How we help
One conversation
to find out.
We start with a short conversation about your business and the systems you run. If we see a possible opportunity, we introduce a specialist licensing partner to assess it properly.
If we do not, we will say so. Either way, you will know where you stand. See how it works.
Start a conversation
Discuss
your data.
Tell us what your company does, which systems hold your operating history, and roughly how far back it goes. A short note is enough, and there is no need to send any files.
Get in touch