Apply directly
See if your firm may qualify.
No call needed. This is the main route for firms with about 15 or more full-time desk staff. Apply with the buyer directly to license a copy of firm-owned records. Smaller firms are welcome to ask.
Bigger firm with 30+ staff? There's a second program that may fit.
Have questions first? Book a free 15-minute call with Dan. It's not a sales call, and there's nothing to buy.
Programs are independent; you apply with them directly; acceptance and pricing are decided by the buyer. Nothing is promised. Balance Sheet Data is never paid by your firm.
The $100,000 to $5 million range is cited in Mode marketing materials. It's not a valuation, estimate or guarantee for any company, and many companies may not qualify or may receive less.
Example: Mode's online calculator estimates $180,000 to $730,000 for a 15-person US accounting firm with 5 years of records. That's Mode's estimate, not ours, and it's not a valuation or guarantee. Many firms may not qualify or may receive less.
Before applying, see who is usually a good fit and what stays out. This isn’t legal advice, so please check with your own advisors.
The programs
How the two programs differ.
Both are still here. The difference is who each one usually fits, not a choice you have to weigh before you start.
Program A · Main path
Good for many small and mid-sized businesses and firms. About 15 or more full-time desk staff may qualify. Smaller firms are welcome to ask.
Program B · Larger firms
A second program that may fit larger companies with about 30 or more staff.