Transition of Ownership Checklist/Lessons Learned

searcher profile

May 23, 2024

by a searcher from Rice University - Jesse H. Jones Graduate School of Business in Houston, TX, USA

Looking for any shares, lessons learned , or checklists from the community for transition of ownership in the first###-###-#### days. What's 1-2 things you would or would not do again after acquiring a new business?

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commentor profile
Reply by a lender
from California State University, Sacramento in Seattle, WA, USA
Transition planning is key! Good on you for thinking about it. Email me for links to an article we wrote on this very topic. We had input from operators and investors in the ecosystem. Also ask for links to join our weekly office hours were we talk about the qualitative aspects to acquisition including these types of topics. ^redacted‌.

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commentor profile
Reply by a professional
from University of Southern California in North Palm Beach, FL, USA
Be sure to confer with your lawyer and accountant about the kinds of issues they've seen go wrong for the kind and size of company you're going to acquire.. That kind of specificity is way more valuable than checklists that try to cover the kitchen sink of possibilities.
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