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Shutting down? Get paid for the records first.
Twenty-four industries. Each page: what to export first, the checklist, what never goes in, and which buyers fit a closing company.
Short answer: a closing company's records are worth $10,000 to $300,000 on the shut-down specialists' published figures, any size, two to four weeks to close. The risk is timing: subscriptions purge data 30 to 90 days after the card stops. Pick your industry for what to export first and the checklist.
The one rule
Do not cancel the systems until the export is done. Everything else on these pages follows from that. The overview for owners who are shutting down.
SoftwareThe repository with its full commit history, then the ticket queue.Export firstIT services / MSPThe service desk export, then the documentation system.Export firstMortgage / lendingThe loan origination system export with its conditions log, then the pipeline from the CRM.Export firstInsuranceThe agency management system, then the carrier correspondence.Export firstLaw firmThe practice management export, then matter-level email.Export firstAccounting / CPAThe workflow or practice management system, then the engagement files by year.Export firstConsultingThe project management system and the shared drive, then the proposals and the CRM.Export firstRoofingThe job files: estimates, measurements, photos, change orders and final invoices, then the crew scheduling records.Export firstHVACThe field service system export with every job, invoice and service note, then the dispatch history.Export firstPlumbing / electricalThe job and quote history from the field service tool, then the invoicing records.Export firstConstructionThe project records: schedules, RFIs, submittals, change orders, daily logs and pay applications, then the estimating files.Export firstLogistics / 3PLThe warehouse or transportation management system export, then the exception tickets.Export firstTruckingThe dispatch and load history, then the ELD and maintenance records.Export firstManufacturingThe ERP export: work orders, routings, inventory movements and quality records, then the maintenance logs.Export firstDistributionThe ERP order history and the CRM, then the support tickets.Export firstStaffing / recruitingThe applicant tracking system export, then the client correspondence.Export firstBPO / contact centerThe ticketing or contact-center export with dispositions, then the QA scorecards and knowledge base.Export firstMarketing agencyThe project management system and the shared drive, then the campaign reporting.Export firstProperty managementThe property management system: work orders, leases, inspections and ledgers, then the tenant correspondence.Export firstReal estate brokerageThe CRM and transaction management records, then the listing files.Export firstMedical / dental adminThe practice management and billing records, never the clinical chart.Export firstRestaurants / hospitalityThe point-of-sale and reservation history, then the scheduling and ordering records.Export firstE-commerceThe support desk and the order history from your platform, then the internal threads.Export firstArchitecture / engineeringThe project files with their revisions, RFIs and review comments, then the time records.Export first
Questions owners ask.
We already cancelled some subscriptions.
Call the vendor. Most keep a backup for 30 to 90 days and will restore it on request, especially if you re-activate for one month.
Is a shut-down company worth less than a running one?
Per record, usually yes, because the buyer takes the whole archive with less diligence and a faster close. The trade is speed and certainty, and the published band starts at $10,000.
Does the buyer need the people?
No. A short export walkthrough with whoever had admin access, then nothing. The buyer handles the rest.
Some buyers pay in seven days.
First introduction wins. Find out where you stand.
See what you could get →