About
Advisers for the owner, working alongside a specialist licensing partner.
Breezy Data Advisory helps established operating businesses explore licensing revenue from their records. We sit on the seller's side of the table.
Who we are
We spend our working days with owners of service businesses.
Breezy Data Advisory was founded by Travis, who runs outbound sales programs for commercial contractors and service companies. That work means daily conversations with owners about how their businesses run: the software they dispatch from, how jobs get recorded and what they keep.
We started this advisory because many of those owners hold years of detailed operating history and have never been told it could earn anything.
What we are responsible for
- Understanding your business and what you want from any deal.
- Explaining each stage and each decision in plain terms.
- Representing your interests with our licensing partner and, through them, with buyers.
- Keeping the process moving and keeping you informed.
What our licensing partner is responsible for
- Detailed assessment of the records and their fit with buyers.
- Security, legal work, preparation and delivery.
- Valuation, buyer negotiation and completing the transaction.
What we will not do
Plain promises
- Quote a price before the records have been assessed.
- Ask for files or system access on the first call.
- Agree anything on your behalf without your written approval.
Talk to us about your business.
Tell us what you do and what you keep. We will tell you honestly whether it is worth taking further.
Start with a short description of your business and the records you hold. No files or logins needed.