For accountants and CPAs: when a client's records may be worth something
Short answer
When a client closes, sells or asks what they can shred, you're often the first to hear. Once retention periods are covered, the client's working archive (quotes, orders, project and job files) may be worth licensing to AI developers. A free fit check costs the client nothing. I pay no referral fees, so your advice stays independent.
When it comes up
You're often the first adviser to hear about it:
- A client is closing and asks what records they still need to keep.
- A client is selling or retiring and the business is being valued.
- A client wants to clear out an old server, storage unit or boxes of files.
What you already handle
Retention: what has to be kept, and for how long. See How long to keep business records for the federal periods with sources.
What often gets missed
Most of a firm's records aren't covered by any retention rule: years of quotes, orders, work orders, drawings and project files. They usually get destroyed. But AI developers now license this kind of working archive from owner-led firms, including closed ones.
How to mention it
A sentence is enough: "Before you destroy the old files, it may be worth checking whether they're worth licensing." The client can then ask for a free fit check. Nothing is shared without their written OK, and I never need files to tell them whether buyers look for what they have.
How I work with advisers
- No referral fees, in either direction. Your advice stays independent.
- The client decides everything, and can bring you or their lawyer into any conversation.
- Owners pay no fees. If a deal closes, the buyer or broker pays a finder's fee. See how I work and how I'm paid.
If you'd like to talk it through, email me at chris@blueprintworth.com.
Quick questions
Do you pay referral fees to accountants?
No. That keeps your advice independent and avoids questions under professional rules on referral fees and commissions. Owners pay no fees either; only the buyer or broker pays a finder's fee, if a deal closes.
Which clients are a likely fit?
Owner-led US business-to-business firms with many years of digital working records: freight and logistics, distribution, contractors, engineering and architecture, manufacturing.
Do I need to share client information with you?
No. The client can contact me directly, or you can describe the situation without names. I never need files for a fit check.
Want an honest read on your own records?
Describe what you have in a few lines. I'll tell you whether buyers look for it. No files needed.
Ask for a free fit check You pay nothing · I never touch your files · Nothing happens without your written OK