FOR THE PARTNERS' MEETING

If you have to put this to the others, here is the version to forward

Whoever reads this first usually is not the person who decides alone. So this page is written to be forwarded — the case in four lines, the objections that will come up, and what actually answers them.

Check your data Six questions, roughly two minutes.
No equity issued, no debt createdNothing listed, nothing publicCosts nothing to investigate

THE CASE IN FOUR LINES

What you are actually proposing to the room

  1. A bounded licence to defined operational data, paid at typically $100K to $2M, with no fee and no commission taken out.
  2. No equity, no debt, no governance change, and no entry on the cap table for anyone to negotiate around later.
  3. The firm keeps the business and keeps ownership of the underlying record, and carries on using every system exactly as now.
  4. Investigating costs nothing but a short call. The firm can stop at any point without owing anything.

THE FOUR OBJECTIONS

What will be raised, and what settles it

These come up in almost every partnership discussion, usually in this order.

“Client confidentiality”

Your obligations set the scope. Material the firm is not free to license is excluded, agreed before signature, and anonymization handles identity.

“It complicates a future sale”

No equity or debt is created and no price is set on the firm. The underlying record stays owned by the firm and sells with it.

“Our data is not special”

Depth of history and visible reasoning move the number, not volume or sector. Long-running professional firms usually rate well.

“Who are these people”

Operators who have founded, raised for, bought and sold companies. Eight acquisitions, $100M+ revenue across the group, $21M raised.

WHAT THE ROOM WILL ASK

The questions to have answers to

What are we committing to by making contact?

Nothing. There is no mandate, no exclusivity, and no fee at any stage. The firm can stop after the first call owing nothing.

Does this need to go to our insurers or counsel?

If you would route any licence that way, yes. The document is a licence to defined operational data, not a sale and not a financing.

Will anyone outside the partnership find out?

Nothing is listed and no process begins. There is no market in which anyone could learn that the firm asked.

What if we decide against it later?

Then nothing has happened. Scope is agreed before signature and no data moves before that.

SPEAK WITH A MANAGING PARTNER

Take the two-minute version to the meeting

Six questions, no obligation, and a straight answer you can report back.

Check your data