01. Start with the record.
List the systems your business uses, the years of history still available, and the kinds of work the records describe. Include email, shared documents, CRM, support systems or specialist files. A summary is enough for an initial conversation.
02. Choose a first conversation.
Use the directory or finder to choose a first conversation. Ask who buys the data, what they seek, and whether your type of business fits. An introduction is not a purchase commitment. If you already have an introduction or agreement for this data, resolve any restrictions before arranging another.
03. Decide what belongs in scope.
Identify systems, date ranges and exclusions before allowing access. Company access to data is not the same as a right to sell it. Bring in the people who understand your contracts, privacy obligations and information security.
04. Compare the whole agreement.
Price is one term. Also examine exclusivity, use restrictions, duration, resale or sublicensing, payment conditions and obligations if something goes wrong. A license and an outright sale of rights can have different consequences.
Retaining original files does not tell you how broad the rights granted to a buyer are. Read both the ownership clause and the usage rights.
05. Confirm delivery and payment.
Agree how data is transferred and filtered, who can see originals, how approval is measured, and when payment is due. Keep the signed agreement, scope, delivery records and approval notices together.
For a real deal, seek legal, privacy and tax advice appropriate to your business and jurisdiction.
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