No. We never own it or hold a copy. Firms that buy and resell make money on the gap between the two prices. We make money when your price goes up.
It depends on your state and what's in the records. We tell you what applies before anything goes out.
Their names are replaced before training. If a contract requires their permission, that work stays out or waits for consent.
Mainly the promise that you had the right to license it. The rights review makes that true, and the liability cap limits the downside.
Every license we negotiate bars the buyer from reselling your records, sharing them with another contractor, or naming you. You can strike any buyer, and you can hold back your most recent years so nothing current is in the set.
Partly, yes. Those tools are coming either way. You control whether you're paid, and whether your competitors can buy the same thing.
Usually yes, but your subscription agreement decides what you can export. Before anything goes to market, we check what each agreement lets you take out.
A non-exclusive license transfers no ownership. You disclose it like any other contract. If a sale is underway, we plan the timing with your advisor.
At the start, you set the lowest price you'd accept. If offers meet it and you turn them all down, a fixed walk-away fee applies, agreed in writing before we start. Otherwise you owe nothing until you sign.
If you sign with a buyer we introduced within 12 months after our engagement ends, our fee still applies. That's standard for any broker, and it's in the engagement letter.
The cash adds to working capital, which your surety bonds you on. How your CPA books the license decides how much of it counts, so bring them in before you sign.