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How to use our Business Transfer Checklist [Free template]

WRITTEN BYJames Price | JPAbusiness

There are several important issues a vendor and, by definition, a purchaser need to consider and deal with in the transfer process leading up to settlement.

We have created the JPAbusiness Business Transfer Checklist based on the seven major issues you will need to consider:

  1. Employees
  2. Financial
  3. Customers
  4. Suppliers
  5. Stock
  6. Legal
  7. Other

The checklist is designed to help vendors ensure they have gathered all the information needed for a smooth transfer process.

It can also be used by purchasers as a checklist of issues that need to be settled before handover.

If you would like support to manage a business ownership transfer, or any part of the business transaction process, contact the team at JPAbusiness on 02 6360 0360 or 02 9893 1803.

 

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About James Price | JPAbusiness James Price has over 30 years’ experience in providing strategic, commercial and financial advice to Australian and international business clients. James’ blogs provide business advice for aspiring and current small to mid-sized business owners, operators and managers.