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Free resources.

Plain guides to help you work out what you’ve got, before you talk to anyone.

Ten things to jot down before you get in touch. Use the checklist

What to check, what to ask and what to expect before you license or sell your records. Download the PDF

How we work with office-holders, and what to send first. Read the adviser page

Six questions, a rough guide, nothing sent. Try the fit check

Email, chat, CAD, job files, CRM, code and lab data. See record types

Who has authority over records in each procedure. Read the guides

Published deal figures, with sources and caveats. See the figures

Cost, rights, personal data and next steps. Read the FAQ

What labs want, closing down, and how names come out. Read the blog

Archive checklist.

Jot these down and you’ve got everything we need for a first look. Rough answers are fine.

What the business didOne or two lines is plenty.
The years your records coverEarliest and latest, roughly.
Where they liveServer, Microsoft 365, Google Workspace, cloud drives, backups, old laptops.
The kinds of recordsEmails, chats, quotes, drawings, job files, orders, machine files, lab data, code.
Roughly how muchGigabytes, number of jobs or projects, or “a full server”.
Who owns themThe company, you personally, or someone else, like a client.
Anything held for clientsRecords you keep on someone else’s behalf may need their say-so.
What you’d leave outParticular clients, projects, HR and payroll, and so on.
Any deadlinesA closing date, a server switch-off, a cloud account ending.
Who to talk toYou, a director, or an insolvency practitioner.

Licence: You keep your records. A buyer gets an agreed, cleaned copy to use in agreed ways.
Outright sale: Ownership of selected records transfers to the buyer. What changes hands is set out in the agreement between you and the buyer.
Cleaned: Names, contact details and other personal information, if taken out, are handled between you and the buyer before anything leaves.
Export: A copy of the agreed records, taken from where they live. Never a blanket handover of an inbox or drive.
Exclusions: The clients, projects or folders you choose to leave out.
Connected records: Files that link together, like a quote, the drawing and the email that changed the price. These are worth the most.