Post asset acquisition, are you transferring ownership of software like Salesforce Org, Microsoft Accounts, and Google Workspace?

August 11, 2025

by a searcher from Northwestern University - Kellogg School of Management in Newtown, PA 18940, USA

I am thinking through the logistics of taking over. Accounting software seems straight forward, new instance with just the assets being transferred as of that date. But software like Docusign which holds the history of signed deals, Google Workspace which contains historical emails. Are you transferring them to NewCo or starting from scratch with your own services and leaving history to go away? A middle ground, but potentially risky, it just changing controlling email address and billing information. The CRM which contains valuable information: Hubspot, or Salesforce. I'm not sure you want to run the risk of those firms declining your authorization if they find out there was sale. Thoughts here? **EDIT** For clarity, I'm not talking about leaving the assets behind legally. 100% those are part of the asset Purchase Agreement. I am buying them regardless if I use them later. I'm more inquiring about the mechanics of working with Google Workspace and Salesforce, as companies that provide a service, to make sure NewCo is the listed owner of record. If that means EIN, or simply an email address 2MFA, and billing details. The alternative simply being starting a new account. Thanks for all the discussion and considerations.

Reply by a searcher
from Northwestern University in Chicago, IL, USA

Just closed and going through this process right now. Not going to lie, it's annoying and painful, lol. My personal preference is to keep as much historical data as possible and, I will say, a lot of it is dependent on the service. In some instances (ie. Shopify) changing ownership is basically a click of a button and updating tax info, bank account, billing credit card. For others services, we are changing controlling email and billing info. Some that were not used very often -- I'm just creating a new account. The trickiest ones where you want to take the most care are the ones that the employees use all the time. For example, Google Workspace is an annoying and painful migration process, but it would be a huge hit to employee productivity (and morale) if they lost all their history in that platform. Meta is legit the worst to migrate, so TBD on where we end up with that one. Lots of learnings through this process on how to set things up in a more simple way from the beginning in order to make the transition process easier in the future. For you, my advice would be to work with the seller to create a spreadsheet of all the different services and platforms that need to migrate and how you want to handle them. Our broker was also really helpful in walking us through the trickier migrations, like Google Workspace. Good luck!

Reply by a searcher
from New York University in Grand Rapids, MI, USA

We ultimately did a middle ground. Kept everything in the CRM/ticketing and the O365 but began moving to new systems and kept old stuff for overlap and historical context. Moved from Freshdesk to Hubspot Service Hub and from O365 to Google Workspace. Still have one account but have moved on as a company.

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