Data Value Assessment
Example Roofing Co.
1. What you have
| Records | Years | Where they live | Buyer interest |
|---|---|---|---|
| Estimates and scope sheets | 2008 to today | Roofing software, paper before 2015 | High |
| Job photos, before and after | 2012 to today | Phones, shared drive | High |
| Inspection reports | 2010 to today | PDF and paper | Medium |
| Crew SOPs and safety checklists | 2016 to today | Binders, Google Docs | Medium |
| Pricing and bid history | 2008 to today | Spreadsheets | Not for sale |
2. Rights check
- Clear Estimates, photos and SOPs created by company staff
- Needs permission Inspection reports done under one insurer's contract
- Excluded Drawings supplied by outside architects
3. What stays private
Customer names, addresses and phone numbers; staff names; pricing, bids and customer lists. These are removed or excluded before anything is shared.
4. Estimated range
Low$70,000
Likely$120,000
High$190,000
Illustrative figures for a fictional company. Not an estimate for your business.
5. Buyers that fit
Three published programs match a roofing company this size: one non-exclusive with recurring payments, one one-time license, and one that asks for exclusivity. Your report names each buyer and compares their terms.
6. Recommendation
Digitize the pre-2015 paper estimates (about 4,000 jobs) to add older history. License estimates and photos non-exclusively. Keep SOPs in-house to train an Own Your AI assistant for new crew. Set up an employee share pool before signing.