Transition Plan Post-Transaction

November 24, 2023
by a searcher from University of Wisconsin - Madison in Hopkinton, MA, USA
I'm creating transition plan for my electrical services business post-transaction. As usual, it occurs to me that others have likely done this and Searchfunder has become a trusted source for me to seek out information and advisers. Does anyone have templates, etc. that they've used to consider team, operations, BD, bank, accounting, etc. action steps post-closing? My list is pretty good and expanding, but it would be great to compare against others within the the community here.
Thanks in advance for your consideration.
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