Sell My Business Service Transfer Seller Checklist

The following section gives you a general idea of how to create a transition checklist. It includes plenty of examples, though some items may not apply to your business—and there may be others you’ll want to add.

The goal is to help you think through everything that needs to be transferred—services, utilities, accounts, and other operational details—so your transition is smooth, efficient, and positive for both you and the buyer.

Use the list as a starting point. Adapt it, customize it, and make it your own.

#	Item	Have	Get	NA
1	Credit card processing setup	☐	☐	☐
2	Business bank account (open new, or initiate transfer)	☐	☐	☐
3	Utility accounts (electric, water, gas)	☐	☐	☐
4	Internet service & login credentials	☐	☐	☐
5	Website domain access	☐	☐	☐
6	Email system login & management	☐	☐	☐
7	Business phone number (landline or VOIP)	☐	☐	☐
8	Cell phone number (see note below)	☐	☐	☐
9	Computer system and business software access	☐	☐	☐
10	POS systems or industry-specific tools	☐	☐	☐
11	Payroll and accounting system access	☐	☐	☐
12	Lease transfer or property deed handoff	☐	☐	☐
13	Security systems or building access codes	☐	☐	☐
14	Social media logins and ad accounts	☐	☐	☐
15	_______________________________	☐	☐	☐
16	_______________________________	☐	☐	☐
17	_______________________________	☐	☐	☐
18	_______________________________	☐	☐	☐
19	_______________________________	☐	☐	☐
20	_______________________________	☐	☐	☐
21	_______________________________	☐	☐	☐
22	_______________________________	☐	☐	☐
23	_______________________________	☐	☐	☐
24	_______________________________	☐	☐	☐

Preparing for a Successful Business Sale

Selling your business is more than a financial event—it’s a major life transition. The stronger your systems, team, and financial records, the smoother and more rewarding the process becomes. Every improvement you make now increases your business’s value and attractiveness to qualified buyers.

Partnering with a Certified Business Intermediary (CBI)—a professional who combines expertise in business valuation, marketing, and deal structure—can make all the difference. A CBI goes beyond what a traditional broker offers, providing insight, confidentiality, and strategic guidance that help you maximize results.

If you’re beginning to think about selling or simply want to know what your business might be worth, here are some free tools and resources to get started:

Working with a qualified Certified Business Intermediary helps you protect your legacy, increase your return, and move confidently toward your next chapter.