Closing the business, archiving data and handing over

Liquidation does not mean you erase everything. Fiscal retention and customer contracts oblige you to keep some data for years, even after closure.

Try this first

1. 1Map fiscal retention per category, AWR art. 52 requires seven years for the fiscal administration, other documents may be longer or shorter, ask your accountant.
2. 2Make a final export of accounting, customer files and HR data into a format that will still be readable years later, PDF or CSV rather than a SaaS database.
3. 3Store that export on an offline medium, external drive in a safe or with a notary, not on a SaaS where you will not have a subscription in two years.
4. 4Send customers a closing email with their invoice archive and explanation of how they retrieve their own data if you held it for them.
5. 5Run a proper offboarding for the last employees, including their personal data they need to take before the account closes.
6. 6Cancel SaaS subscriptions only after exports, not before, otherwise you lose data before securing it.

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