How It Works
Know the next step before sharing your records
Start by describing your business and the records you keep. Before anyone reviews the files, you should know who is involved, what they need and what you are agreeing to.
- 01
Discuss the business and records
Tell us about the work your company does and the records you keep. We help identify what those records might show and the questions that need a closer look.
Your part Describe what you have. You do not need to send files or give access to your systems.
- 02
Know who would review your records
If a closer look makes sense, agree who would review the records, what they would do and what Havenmont would handle. Set this out before sharing files.
Your decision Whether to continue with the proposed people and work.
- 03
Find out what could be used
A specialist broker would check whether the records fit a buyer’s needs and what work they require. Legal and security professionals would address permissions and handling. This review should show what can be included and what must be removed or resolved.
Before access Confirm who needs information, why they need it and how it will be handled.
- 04
Decide whether the deal works for you
If an offer follows, weigh the payment against what the buyer can use, any restrictions and the work your team must do. Review the full agreement before deciding.
Your decision Whether the proposal works for your business.
- 05
Follow the agreed delivery and payment steps
The agreement sets out how records are prepared and delivered, what the buyer must accept and when payment is due. Buyer interest, a signed licence and money received are different stages.
Keep sight of What is due next, who handles it and what needs to happen before payment.
Clear roles throughout
- Havenmont
- Help you understand the opportunity and decide what to investigate. Agree with you what any ongoing advisory work would involve.
- Specialist broker and professionals
- Reviewing and preparing the records, addressing legal and security questions, negotiating with buyers and completing the agreement. Each specialist’s work needs to be agreed.
- Your business
- Explain what you hold, confirm who can approve its use and decide whether to proceed with the work and terms.
Workload and safeguards
How much time would our team need to spend?
It depends on where the records sit and how much review and preparation they need. Before agreeing to that work, ask who on your team would be needed and what they would have to do.
Who handles sensitive information?
Before sharing records, confirm who can access them, how they will be protected and what must be removed. Use this website to describe your records only. Do not include files or sensitive information.
Does Havenmont provide legal or technical security advice?
No. Those questions belong with qualified legal and security professionals. Their work is separate from Havenmont’s agreed advisory role.
Contact Havenmont
Start with a conversation about what you have
Yuvy will review your enquiry and reply by email. Any further review would have an agreed scope and clearly defined responsibilities.
Discuss your data