An accounting firm's records are a decade of how the work was actually done.
Reconciliations, close workpapers, the review notes nobody wrote down twice. Buyers want the process, not the client list, and what a firm may license turns on the engagement letters it signed.
Example engagement
ExampleAn illustration of a firm of this kind, not a client and not a transaction. No figure here is a price; the published figures on this page are the buyers' own, and each one links to the page it came from.
- Headcount
- 40 to 70 people
- Years of records
- 12 years of records
- Tools it runs on
- A practice-management system, a document manager, a tax-preparation suite, a general ledger, email and a shared drive.
- What is in them
- Close workpapers and review notes; reconciliations and the exceptions behind them; engagement letters and scope changes; the correspondence that settled a position.
- Route options
- 1License a defined sliceOne buyer licenses records you choose, from a set period, for a set term or use. You keep the records and the right to license them again.
- 2License on a scheduleThe history first, then new records each year or quarter, paid as they arrive. It works while the business keeps producing the same work.
- 3Keep them and sell them with the companyThe records stay inside the company and count toward what a buyer pays for it. Nothing is licensed now.
- 4Sell the company to a buyer that prices the records inAI-enabled roll-ups and strategic buyers now pay for companies whose records and workflows they can put to work. The records are part of what they buy.
What buyers publish
Checked Nov 5, 2026
Published per-company figures
$10K to $4M+
The span of what 7 programs publish for a company like yours.
These are the programs' own advertised figures. None of them is an offer, and no buyer has seen your records.
Where these come from
- Handshake AI data licensing $100K to $4M+ payouts
- micro1 Company Data Partnerships $200k-2M+ headline; $100K-500K, $500K-2M and $2M+ by tier; payments typically $150K to over $2M
- Polyshares data licensing Typically $100K to $2M, paid by us to the company
- Replay data licensing $10K - $100K for 20-50 employees; $100K - $1M for 50-250; $1,000,000+ for 250+
- Scale AI Data Partnerships $10K-$1M+ illustrative value per data partnership, scaling with cadence
- SourceX data licensing Estimated licensing payout based on company size (for example $30K–$180K for 50–99 employees); exact payout fixed in a signed Dataset Deal Confirmation
- Turing, Project Lazarus up to $1M
Every program, with its terms and its source
Fifteen to twenty minutes on what these figures mean for your records, your rights and the rest of your plans.
What changes in this line of work
Client confidentiality is the whole question here, and it is contractual before it is ethical. Engagement letters usually bind the firm on client information, and a licence that reaches workpapers reaches the client's figures with them. The route that survives this is normally a bounded licence of process and method with the client's own numbers out of it.
What decides whether you may license at all
Check the engagement letters first, then the state board rules and the professional-body guidance the firm follows. A licence signed before that check is a diligence item on every later raise, loan or sale.
Where to go next
- Work through your own records
The same questions, answered for your firm: whether the records are ready, which route fits your plans, and the range the published figures support.
- Already hold an offer?
Paste it. You get a note on the figure against what buyers publish, the payment trigger, exclusivity, export and retention.
- Every buyer, with its terms
One row per program: what it buys, what it publishes, a quote from its own page and the day we read it.