How it works
Four steps, what we'll ask you, and what we never will. You can stop at any step.
You tell us about the company
Use our form or the one on our Facebook ads. We ask about your role, your industry, how many people work at desks, how long you've been in business, and which systems hold your records. That's enough for us to tell whether a call is worth your time.
About a minute
We call you
A person from our team calls to confirm the basics: that you own the company or can make this decision, that you still have access to the records, and roughly how many years and which systems are involved. If it isn't a fit, we'll tell you on this call.
15 to 20 minutes, usually within one business day of your request
We check the records together
We go system by system: email, accounting, job or project software, CRM, shared drives. We note how far back each goes and how complete it is, so a buyer gets an accurate description. You decide what's included. Anything sensitive can stay out.
Usually one working session, scheduled when it suits you
You get a written bid, and you decide
If the records qualify, you get a written bid within 7 days of qualifying. It says what would be shared, what's excluded, how it would be handled, and what you'd be paid. Say no and nothing happens. Say yes and the agreement is in writing before any files move. Your original records stay where they are.
Bid within 7 days of qualifying. Your decision, on your schedule.
What we'll ask you
- Your role in the company
- Your industry and roughly how many people work at desks
- How long the company has been operating
- Which systems hold your records, and how far back they go
- Whether you still own the company and can access those systems
- Anything you'd want kept out, no matter what
What we never ask for
- Passwords or login details, by phone, text, or email
- Bank account logins or card numbers
- Social Security numbers
- Any payment from you
- File uploads before there's a signed agreement
If anyone claiming to be The Owner's Desk asks you for any of these, stop and email us.
What makes records more valuable
No two companies are priced the same. These are the things that tend to matter most.
Years of history
Five years is a start. Ten or fifteen years in the same systems is better.
Real back-and-forth
Email threads, notes, revisions, and approvals show how work actually got done.
Consistent systems
Records kept in the same software over time are easier to describe and use.
Completeness
A project that runs from first quote to final invoice to follow-up is worth more than scattered pieces.
Clear ownership
You own the company and the records, and no contract stops you from sharing them.
Buyer demand
Some industries and record types are in higher demand at any given time.
Find out what your records are worth.
About a minute. No fees. Nothing is shared without your approval.