Operational Transition Checklist?

by a searcher from Wake Forest University

5 years ago

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

21 likes
244 views
6 comments

searcher from Southern Methodist University - Edwin L. Cox School of Business

I have a pretty good list. Just message me and I can share it with you.

5 years ago | like reply | 4 likes

searcher from Wake Forest University

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.

5 years ago | like reply | 0 likes

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