Refer a Company for AI Data Licensing: The Advisor & Referrer Guide

If you advise business owners — as their CPA, MSP, fractional CFO, broker or consultant — some of your clients are sitting on operating records that AI labs and training-data buyers license. Published payouts range from $20,000 to over $3 million per company (buyer pages checked November 2026). Your move is one introduction: send the owner to the fit check. Your introducer terms are set in writing before any introduction moves.

For advisors to U.S. companies with 20+ employees and 3+ years of records. This page is about company operating records — not personal, phone, browsing or survey data, which buyers do not purchase here.

SellMyDataForAI.com helps U.S. companies with 20+ employees license their operating records — email, chat, CRM and project data — to AI labs and training-data buyers. Owners keep ownership of their data; valuation starts with a metadata-only manifest, and no raw data is shared to get an estimate.

Start with the 7-minute interview See how the process works

Which of your clients fit?

The introduction service on this site is built for U.S. companies with 20 or more employees, 3 or more years in business, and records in 5 or more systems — such as email, chat (Slack or Teams), shared files, a CRM, support tickets, project tools, or accounting software. Individual buyers set their own floors, which may be higher (for example 30+ or 50+ staff) or lower for specific industries, and each buyer’s own floor controls for its program.

You already see the qualifying records in your normal work — you do not need to audit anything. If a client runs a real operation on several systems and has done so for years, they are worth a seven-minute check:

CPAs & accounting firms

You see the QuickBooks and accounting history, the workpapers and the years of reconciliations — and you advise dozens of owners who have never heard their records could be licensed.

MSPs & IT providers

You manage the stack itself: email, Slack or Teams, the CRM, support tickets and shared files. You know which clients have five or more systems and years of history in each.

Fractional CFOs & consultants

You see the operating record behind the numbers — project files, pipelines, process documentation — and which owners would treat a licence as found money rather than a distraction.

Business brokers & lenders

You meet owners at decision moments, including owners of closed or winding-down companies whose archives still exist. A licence can be a separate conversation from a sale or a loan.

The rights questions decide more deals than the size of the archive does. The rights check explains, system by system, what an owner can and cannot license — worth reading before you raise the idea with a client whose records include client-confidential material.

What happens when you make an introduction?

Four things, in this order: your terms are set in writing first; the owner books the 7-minute fit interview and describes their own systems; a metadata-only manifest is built with the owner’s sign-off; buyers whose published programs fit may bid, and the owner picks an offer or walks away owing nothing.

  1. Your terms first, in writing. Introductions are tracked separately, and your attribution terms are set in writing before any deal moves. Nothing about your position is left to a handshake or a memory.
  2. The owner books the interview. Send the owner here — the fit check and the 7-minute interview run the published floor: 20+ staff, 3+ years of records, 5+ data sources. You send no files and no client information yourself.
  3. One manifest, metadata only. The manifest describes systems, years and rough record counts — no raw data, no files, no credentials. The owner approves it before it goes anywhere. The data manifest page explains exactly what it contains.
  4. Buyers bid; the owner decides. Matching buyers review the manifest and may bid. The owner sees price, license term and exclusivity side by side, signs any license directly with the buyer, and can walk away at every step.

Personal data is de-identified before anything moves, and buyers first see a redacted sample under a mutual NDA. The owner approves every buyer and every term — your introduction never obliges your client to anything.

Book the 7-minute interview

How do introducer terms work?

How we make money: if a company we introduce signs a data license with a buyer, we may be paid a referral fee by the buyer or a success fee disclosed in writing before the company approves any deal. There is no charge to check fit, get an estimate, or be introduced, and no fee is owed if no deal closes. Directory listings are not paid placements, and no buyer can pay to change a published range, fit floor, or check date shown on this site.

Your position as the introducer is handled the same way: set in writing before any introduction, tracked separately from every other introduction, and paid only out of a deal that actually closes. There is no percentage or payout figure on this page because there is no honest one to print in advance — terms depend on the written agreement for your introduction, and any figure quoted before that agreement would be a promise this service does not make. What is fixed is the structure: written terms first, no charge to you or the owner at any earlier step, and nothing owed by anyone if no deal closes.

For the full disclosure of how this site operates and makes money, see the About page. Questions before you refer anyone: the contact page routes referrer and advisor messages separately — say so in your first line.

What should you tell your client?

Three things, plainly: this is a licence, not a sale — they keep ownership and keep using their records; nothing is sent or uploaded to find out — the first step is a seven-minute conversation about systems and years; and the published ranges are ceilings set by buyers, not a quote for their company.

The honesty anchor: across the public record, the median published offer is about $280,000 per company, while the median public sale actually documented is about $31,600 (AIData.Broker’s compilation of public prices, checked November 2026). Tell your client both numbers. The gap is exactly why one manifest in front of several buyers beats a single conversation with one buyer — and why no advisor should let a client hear only the ceiling.

Do not send us your client’s data, financials or contact details on their behalf. The owner books their own interview, describes their own systems, and approves their own manifest — that keeps consent, rights and ownership clean for everyone, including you.

Send the owner to the fit check — book the interview

Questions advisors ask first

Who can refer a company?

Anyone who advises or serves business owners — CPAs and accounting firms, managed service providers (MSPs), fractional CFOs, business brokers, lenders and consultants. What matters is the company you refer: a U.S. company with 20+ staff, 3+ years of records and records in 5+ systems. You do not need a licence or a program membership to make an introduction.

When are my introducer terms set?

Before any introduction moves. Introductions are tracked separately, and your attribution terms are set in writing before any deal moves — the same framing stated on this site's contact page. If a company we introduce signs a data license with a buyer, we may be paid a referral fee by the buyer or a success fee disclosed in writing before the company approves any deal.

Do I have to send my client's data, files or financials?

No. You send no data at all. The owner describes their own systems on a 7-minute interview, and valuation starts from a metadata-only manifest — systems, years of history and rough record counts, with no raw files. The owner keeps ownership of their data throughout and approves every buyer and every term.

What does referring cost me or the owner?

$0 upfront for either side. There is no charge to check fit, get an estimate, or be introduced, and no fee is owed if no deal closes. Any fee is a success fee only, stated in writing before any submission is made.

What if the company does not fit?

The owner is told that plainly on the interview, and why — for example, below the published floor of 20+ staff, 3+ years of records or 5+ data sources. The owner walks away owing nothing, and the manifest stays theirs.

Can I refer more than one company?

Yes. Each introduction is tracked separately, with its own written terms set before it moves. Advisors who serve many owners — a CPA firm, an MSP or a brokerage — can refer each qualifying client company the same way.