Briggs AnalyticsThe seller data inventory: the one-page list that gets you a faster, higher offer
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In this article
Why buyers ask for thisThe inventory templateHow to find your export yearsWhat raises the numberWhat to do with itWhy buyers ask for this
Buyers talk to dozens of sellers a day. The number one reason a deal stalls is that the owner can't describe the shape of their data, so nobody can put a number on it. One broker who works with these buyers every day says sellers who show up with this list move faster and get more attention. We've seen the same thing.
The inventory template
| System | What it holds | Years you can export | How much | Who owns it |
|---|---|---|---|---|
| Email (Gmail, Outlook) | Customer threads, internal email, calendar | e.g. 2017 to today | Number of mailboxes, rough GB | Company |
| Chat (Slack, Teams) | Internal discussion, decisions, customer channels | e.g. 2019 to today (check the plan: free plans delete old history) | Number of channels, messages a month | Company |
| Files (Drive, SharePoint, Dropbox) | Documents, proposals, SOPs, spreadsheets | GB, number of files | Company, except client-owned files | |
| CRM (Salesforce, HubSpot, GoHighLevel) | Deals, notes, call logs, sequences | Number of records | Company | |
| Tickets and projects (Zendesk, Jira, Asana) | How problems got solved, who approved what | Number of tickets | Company | |
| Accounting (QuickBooks, Xero, NetSuite) | Invoices, estimates, AP and AR | Years of transactions | Company | |
| Code (GitHub, GitLab) | Repositories and their history | Number of repos, commits | Company, check contractor agreements | |
| Industry software (Procore, ServiceTitan, Clio, Alleva) | Jobs, cases, dispatch, patients | Number of jobs or cases | Company, minus regulated records | |
| Calls and transcripts | Recorded calls, meeting notes | Hours | Company, check consent |
Add a line for anything else your team lives in. Leave out systems that hold your clients' own data: most buyers exclude it anyway.
How to find your export years
- Slack: Settings, then Import and export data. Free workspaces only keep the last year.
- Google Workspace: Admin console, Data export, shows the earliest mail date per user.
- Microsoft 365: Admin center, Exchange, mailbox size and oldest item.
- CRM and accounting: sort by created date, oldest first.
See what your company's operating history could be worth.
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See what my data is worth →What raises the number
- Full context. A customer email that leads to a Slack discussion that leads to a ticket that leads to an invoice. Buyers pay for the whole trail, so the same years across systems are worth more than deep history in one.
- Same tools the whole time. Every switch (Slack to Discord, one CRM to another) breaks the trail. Say when you switched.
- Remote teams. They write everything down.
- Work that gets written down. A team that decides things in Slack is worth more than one that decides in the hallway.
What to do with it
Keep the inventory to one page. Don't attach exports or samples to anything until a buyer has agreed terms with you in writing. Then run the estimate, and we'll tell you which buyers fit the inventory you've got.
Briggs Analytics is independent. Some buyers named on this page may pay Briggs Analytics a referral fee, and owners never pay us anything. Every figure comes from the buyer's own page or the source linked next to it, checked October 22, 2026. Buyers change their terms often, so confirm on their page before you sign. Disclosures
In short
- Buyers need three things per system: what it is, the years you can export, how much is there.
- Owners who arrive with this list get priced faster and get more attention.
- Same years across several systems beat deep history in one. Say when you switched tools.
Questions owners ask.
Do I need to send files to get an estimate?
No. The inventory is a list, not the data. Nothing leaves your systems until you've agreed terms in writing.
What if we switched chat tools?
Say so, and note the years in each. Buyers give full credit for the stretch where the trail is unbroken.
Should I include client files?
Usually no. Most buyers exclude data you hold on behalf of clients, and most client contracts limit it.
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