What source-limited means
On NextGen Seller, source-limited means a page may organize the seller's preparation work, but it cannot turn a benchmark, buyer appetite note, deal-term example, or valuation shortcut into a reviewed fact. The page should name the source date, accessed date, segment context, and reviewer posture before a market claim is allowed to carry weight.
Examples we treat carefully
Earnings quality, repeat demand, customer concentration, contract-transfer risk, owner handoff, rollover equity, earnouts, seller notes, and working-capital targets can all help frame a seller's records. They should not become market or deal claims by themselves. Source posture separates educational categories from factual claims before any statement is treated as reviewed.
How drafting tools are used
Research and drafting tools may help organize questions, compare source notes, or identify gaps. They do not replace accountable review. A page cannot move to publication because a tool produced fluent copy; its sources, examples, claims, internal links, and disclosures must be checked against the underlying material.
Information handling and private drafts
NextGen Seller is published by Greenwood. On the valuation form, entering a valid email address or phone number creates a private first-party draft for up to 30 days so the form can preserve progress and reveal the stated planning range. An unsubmitted draft does not authorize contact. Form values are not sent to GA4, Clarity, email, or a CRM. Submitting the form with consent creates a first-party lead record for professional review and removes the copied field values from the draft. To request access, correction, or deletion, use the contact form and state that the message concerns data handling; do not include financial documents or sensitive identifiers.
Corrections, conflicts, and commercial relationships
Material errors are corrected on the affected page and recorded through the corrections process. Ownership, referral, or commercial relationships must be disclosed where they could affect how a reader interprets a firm, advisor, buyer, or service. Those relationships cannot substitute for selection evidence or determine a ranking.