Your CPA knows your books. Ask them which old records are worth a look.
Some old records are worth a call. A free check shows you which ones.
What the records are, in plain words
The records are an attic
Years of Slack, email, CRM and tickets. Most owners forgot it was up there.
A license is renting a room
A buyer uses the records for a while, under rules. The owner keeps the house.
An AI lab is a library
It borrows real work to learn how work gets done.
What the deals look like
Public deals set the range.
Most records are worth little. Some are worth a phone call.
How it works with your advisor
Run the free check
About three minutes. You get a result and one next step.
Bring your advisor in
Share the result. They check it against your deal, your books or your closing.
Pick a buyer, or don't
If one fits, Matt makes the intro. You decide, and your lawyer reads every contract.
How we make money
- micro1 may pay us a referral fee if a company we introduce goes ahead with it. You pay nothing extra for the check.
- If your CPA or CFO sent you, they may take a fee from Vaultfish, out of our own referral fee, on a closed deal, after telling you in writing. Never when their firm does your audit, review, certain compilations or an examination of prospective financial information.
- The optional managed readiness review is paid by you and quoted in writing first.
Who pays whom when your CPA or CFO is involved
Your CPA asks for your OK before sending us your name. We run a free check with you. If a buyer fits, Matt makes the intro. You decide, and your lawyer reads every contract.
- A referral fee. If your CPA sent you and a deal closes, they may be paid a fee from Vaultfish, out of our own referral fee. They tell you about it in writing first, and you pay nothing extra.
- A service under their name. If your CPA sells you a readiness service under their name, you pay them, they pay us, and they should tell you we are the provider and what they add on top.
Some CPAs take no fee at all. We never pay a commission to a CPA whose firm does your audit, review, certain compilations or an examination of prospective financial information.
Guides and tools to share with your CPA or CFO
Fill one in, then bring it to your next review.
State boards of accountancy can be stricter than the AICPA code. Have your lawyer read anything before you sign it. They like that. Vaultfish helps you run the process. We are not lawyers and this is not legal advice. If you need counsel who knows this area, we can point you to one. Ask for a referral
Questions owners ask
Can my CPA take a referral fee for sending me to Vaultfish?
A CPA can often take a referral fee if they disclose it to you. The fee comes from Vaultfish, out of our own referral fee. The AICPA Code requires that disclosure and says to give it in writing (1.520.080). A CPA whose firm does your audit, review, certain compilations or an examination of prospective financial information takes no fee, and state boards may be stricter.
What if my CPA sells me a readiness service under their own name?
You pay your CPA, your CPA pays Vaultfish, and your CPA should tell you that Vaultfish is the provider and what they add on top. If their firm audits or reviews your books, they check with their independence lead first.
What do I need to start a records check with my CPA?
You need the names of the systems that hold your records, the years they cover and your headcount. The free Vaultfish data check takes about three minutes, and you can bring the result to your CPA or CFO or talk it through with Matt first.
