What the record may contain

Internal workflows, process documentation and operational records. These are examples to discuss, not confirmation of buyer demand or permission to share.

The question to resolve first

Financial and client records can carry significant confidentiality and regulatory obligations. Obtain specialist advice.

Prepare for a useful conversation

List the systems, time periods and kinds of decisions represented in your records. Describe the business context without uploading files. Ask a company to explain its current interests and exclusions before granting access.

Bring the 12-question seller’s checklist →