Data Asset Advisory

Tell us about the company.

This form is for owners, trustees, and attorneys. You do not need to be technical. A few plain sentences are enough. Nothing you write here is shared with a buyer.

Would you rather do this by phone? Call (941) 646-6325 and we will fill the form out with you. You do not have to decide anything on the call.

Intake form

Fields without the word “optional” are required. Please keep your answers general.

Please do not include healthcare or patient information. Do not send medical records, patient names, insurance details, or anything that identifies a patient. If the company is in healthcare, describe it in general terms only.

Your role
Company status
What kinds of records or content did the company build up? (optional)

Check any that sound familiar. Skip this if you are not sure. Do not attach files, and do not paste the records themselves.

When you send this, it is emailed to amy@bunillc.com. Buni is not a law firm and does not give legal advice.

Stuck on a question? Call (941) 646-6325 and we will finish it with you.