Use this checklist before you launch:
Setup sequence
- Confirm business model and entity type.
- Validate incorporation path and ownership structure.
- Prepare tax, banking, and signatory requirements.
- Review sector-specific permissions and operating constraints.
- Assemble handover documents and governance records.
Operational checks
- Company name and registration record are consistent.
- All required identifiers are captured.
- Signatories and control rights are clearly documented.
- Critical access credentials are inventoried.
- Brand, website, and support assets are ready for handover.
Handover checks
- Transfer scope is written down.
- Any dependencies on third parties are identified.
- First 30-day operating plan is defined.
- Owner, operator, and legal roles are clearly separated.
Use case
This checklist is for buyers, founders, and operators who want to reduce transfer friction before the deal is signed.