Industries/Home services/Multi-brand platforms
Every acquisition brought years of records. Licensing them doesn't touch operations.
Private equity backed and founder-led platforms license de-identified records across brands, including legacy systems from acquired companies.
- Free evaluation, about a minute
- De-identified before delivery
- You approve every system and date
- No fee to you
- Pre-closeFounder-run, own software and email
- IntegrationMoved to the platform's field service system and call center
- Shared servicesCentralized dispatch and CSR team
- ProgramsStandard pricebook and memberships adopted
- ResultsClose rate and membership attach tracked by brand
Teaches a model how an operating playbook spreads across companies.Illustrative example
200 office + 600 field staff, 8 years
Plus 3 or more years of records in your own systems.
No fee to you. The buyer pays ours separately.
Ranges are indicative, not offers, and come from the same model as our estimator.
The multi-brand platform records buyers ask for
One well-documented system can qualify. You choose what's included, and anything can be left out.
Legacy systems from acquired brands
Years of history that sit in archived software and old inboxes.
Call center records
Booking, triage and escalation across brands and markets.
Integration playbooks and SOPs
How brands are onboarded and standardized.
SharePoint
Google Drive
NotionPricing and membership programs
How programs were designed, rolled out and adjusted.
Performance reporting
How each brand is measured and managed.
SpreadsheetsFrom your systems to a licensed copy
Your originals stay in your systems, untouched.
Your systems
You approve the scope
Systems, date ranges, clients and lines, in writing.
De-identified
People, companies, addresses and account numbers replaced or removed.
Licensed copy
Used for AI training. The license prohibits publishing or resale.
How we handle brands, deals and people
Brand, employee and customer names are replaced with placeholders. Purchase agreements, deal documents and lender materials are excluded.
Removed before delivery
- People's names, replaced with placeholders
- Customer, client and company names
- Addresses, phone numbers and emails
- Account, policy and card numbers
- Social Security numbers, dates of birth, health details
- Passwords, gate and alarm codes
What buyers keep
- The request or problem
- The diagnosis, decision or outcome
- Prices, quantities and timelines
- How the work moved between people and systems
Your originals never leave your systems. Only the agreed copy is processed.
What you need
Not sure how much data you have? Nobody expects you to. Volume is measured during the evaluation.
Full-time employees
Office and field staff together. Technicians, crews and adjusters also raise the valuation.
Questions owners ask
Still unsure? The evaluation is free and commits you to nothing.
Request an evaluationCan we license records from brands we acquired?
Usually, if the purchase agreement transferred ownership of the business records. Confirm with counsel; the buyer's legal team reviews the chain of ownership with you.
Is it one deal per brand or one for the platform?
Usually one agreement for the platform, with scope listed brand by brand. Buyers value the comparison across brands.
Will this complicate a future sale?
A license of a de-identified copy is a disclosed contract like any other. Your deal counsel should review it, and it can be scheduled in diligence.
Can we include brands that have been shut down?
Yes. Records from closed or merged brands often have the most history and the least operational sensitivity.
Does the evaluation commit us to anything?
No. It's free and creates no obligation. If you qualify, the final offer comes in writing after a review of your systems. Nothing leaves your systems until you sign.
See what your multi-brand platform records could be worth.
Free, about a minute, no obligation.