A business transition
A retirement, closure or business sale can be a useful moment to consider what the archive records.
For advisers and introducers
Help a client explore the records behind their business.
Accountants, insolvency practitioners, business-sale advisers and IT providers may know of archives worth discussing. Start with a general description and the owner’s or authorised office-holder’s agreement to an introduction.
A system change
Records may become inaccessible when systems or subscriptions change. Mention that practical deadline.
A trading business
A substantial history of completed work may contain connected decisions and outcomes worth discussing.
A permission-based introduction
- Describe the situation. Give the sector, broad record types and any deadline without client names, archive files or confidential matter details.
- Establish the right contact and permission. An introduction is not authority to sell or license records. The owner or authorised office-holder should decide who can discuss a review.
- Discuss a possible next step. McKays reviews the outline, asks focused questions and explains any proposed route before a commitment.
Planning a closure, handover or system change?
Tell us about the deadline while records are still accessible. Continue to follow your existing retention and disposal responsibilities.
The simplest route is to pass the owner the link below so they can enquire directly. If you contact us yourself, use your own contact details and confirm that you have permission for the introduction. Do not enter another person’s contact details or sensitive records in the description.
If a referral arrangement is relevant, its terms will be agreed separately in writing. No commission rate or entitlement is promised.
Free first look. No upfront charge for the first look. Reply within one week.