Accounting firms and finance teams run the same disciplined cycle every month and every year: gather, reconcile, review, adjust, close, report. Buyers building finance and bookkeeping agents want to see that cycle performed by professionals, including the questions asked when the numbers do not tie.
No dataset needed to start. Current threshold: 20+ desk staff, 3+ years of records, data in 3+ systems.
Every industry has records that are excluded as a class, records that need consent, and records that are clearly yours. These are the ones that come up in accounting & finance manifests. Your counsel draws the final line.
Informational only. We do not provide legal, tax, or compliance advice, and we do not decide what your company is permitted to license. Every seller we represent has counsel review the manifest before buyers see it.
Accounting and finance records tend to land in the upper-middle of the range: the workflows are structured and repeated, buyer demand for finance agents is high, and the confidentiality screen is manageable because the method matters more than the client's numbers.
Years of continuous history, outcomes attached, and linkage across systems move the number more than industry does. A manifest tells you where your company actually sits; the estimator is a rough first pass.
The multiplier is one of several published factors behind the estimator. It reflects current buyer demand for this sector's workflows and the usual share of records that survive the rights screen.
Indicative range observed across the market for single-company operational data licenses. Not a quote. Actual value depends on buyer demand, data quality, rights, and exclusivity.
Playbooks, templates, proposals, checklists, process docs.
Client threads, approvals, scheduling, decisions in writing.
Invoices, approvals, exceptions, and how work actually gets done.
Issue → diagnosis → resolution, thousands of times over.
Rarely, and usually not worth trying. What buyers want is the process: the checklist, the reconciliation steps, the review comments, the request-and-response with the client. Those can be licensed with client identity and figures removed or generalized, and the value holds up.
It restricts using or disclosing tax return information for anything other than preparing the return, unless the client gives written consent in the prescribed form. Most tax practices keep return information out of the manifest entirely and license their procedures, templates, and non-return correspondence. Your counsel confirms the line.
Yes. A spreadsheet checklist with years of completed copies, next to the email threads that drove each close, is exactly the pairing buyers value. The manifest describes where the records live and how they connect; it does not require a particular software stack.
Seven questions. No dataset. First offer in 24 to 48 hours of a complete manifest.
Measured from a complete data manifest. A first offer is a process target, not a guarantee; buyers decide eligibility, price, and terms.