What the record may contain

Project briefs, internal methods, review trails and completed work. These are examples to discuss, not confirmation of buyer demand or permission to share.

The question to resolve first

Client materials, work product, confidentiality terms and professional obligations need careful review.

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 →