How to use our Business Transfer Checklist [Free template]

Posted by James Price | JPAbusiness on 14-Oct-2016 03:01:00

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 need support managing a business sale or purchase, contact the experienced business broking team at JPAbusiness for a confidential, no-obligation discussion.


How to manage a business ownership transfer


JAMES PRICE | JPAbusinessJames 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.


Topics: Buying a business, Selling your business, Business transfer

Disclaimer: The information contained in this blog is general in nature and should not be taken as personal, professional advice. Readers should make their own inquiries and obtain independent, professional advice before making any decisions, taking any action or relying on any information in this blog. 





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