Operational Transition Checklist?

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January 04, 2019

by a searcher from Wake Forest University in St. Louis, MO, USA

Does anyone have a good checklist of items to transition upon close? I'm referring to things like: Employee Benefits (Health/Dental/Vision Insurances, PTO policies, etc.), Corporate Credit Cards, Bank Accounts, Payroll accounts with the state, QuickBooks, etc.

I have a sense of what needs to be done, but I want to make sure I don't slip over something unnecessarily.

Best,
Scott

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commentor profile
Reply by a searcher
from Wake Forest University in St. Louis, MO, USA
I ended up getting distracted with the actual transition, so I didn't. I think the things I had listed above are pretty comprehensive of the things I could see slipping through the cracks. Sorry to not have more, but I hope that's a start.
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Reply by a searcher
from Southern Methodist University in Dallas, TX, USA
I have a pretty good list. Just message me and I can share it with you.
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