Handing the business to a successor, which accounts and licences transfer
A handover is list-work. Who owns what, who can pay, who is admin where.
Try this first
- 1Make a list of every system where you are admin or owner. Domain registrar, hosting, mail tenant, accounting, bank, chamber of commerce, Google Business Profile, social media, every SaaS. Cross-check inbox logins and bank statements so nothing is missed.
- 2Add the successor as a second admin or owner everywhere before you remove anything. Add first, test, then remove yourself, not the other way round.
- 3The domain registrar is the most sensitive. Whoever owns the domain can hijack the mail. Confirm a written handover and a test login by the successor before you leave.
- 4Accounting and bank run on separate tracks with the bank and the accountant. Plan those separately, they often take weeks.
- 5Write a handover document listing every system, account, licence, contract, renewal date, and who owns which password. Better too thorough than too thin in this document.
When to bring us in
If the handover touches a live customer relationship or a major SaaS licence whose annual renegotiation falls during the handover, we will help build the runbook. That is not overcaution.
See also
- First IT setup as a freelancer, what do you actually needNot everything at once. One laptop, a mailbox on your own domain, a password manager, a backup. That covers the first year.
- Hiring your first employee, what IT to arrange before day oneLaptop, account, mailbox, access to the right folders. In that order, not all of it at 9 a.m. on day one.
- Moving to a new office, IT checklistInternet and power have the longest lead times. Plan at least three months out, not three weeks.
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