Does anyone need help with an asset purchase transition checklist?
November 26, 2025
by a searcher from Washington and Lee University in Baltimore, MD, USA
Hey Everyone!
I have worked through ~ 25 ETA transitions now at this point (some as an investor/owner and some as a service provider).
Since I struggled through it the first few rounds I thought I would share some resources I put together.
Follow the link below and you can download a financial audit questionnaire (great to review with a seller and their admin / bookkeeper / accountant before close) as well as a asset sale transition checklist (think all the items that need to be migrated over from a finance and back-office perspective).
https://veracitycfo.com/resources/
Shoot me a DM as well and I can share a google doc version that you can dupe over and update with deal specifics.
And if you are under LOI, through QoE, and heading towards closing, feel free to reach out about transition support and ongoing fractional CFO/CAS services.