Browse All Checklists
Everything you need from deal close to Day 1 and beyond. Structured guidance for solo acquirers.
All Checklists
Day 1 Operations Checklist
The critical moves to make in your first 24 hours after closing the deal.
View →30-Day Integration Roadmap
First month priorities organized by week to ensure seamless transition.
View →Financial Setup Checklist
Banking connections, accounting systems, and cash flow management basics.
View →Legal Transfer Checklist
Transfer domains, update LLC records, and reassign contractor agreements.
View →Team Onboarding Checklist
Bring existing employees into your new ownership structure smoothly.
View →Customer Notification Plan
When and how to tell your customers about the ownership change.
View →Tax Setup Checklist
Set up federal EIN, state registrations, and estimated quarterly payments.
View →Vendor Contract Audit
Review and potentially renegotiate vendor contracts from day one.
View →Insurance Review Checklist
Assess existing coverage and identify gaps under new ownership.
View →Data Security Checklist
Essential security steps to protect business data post-acquisition.
View →IP Transfer Checklist
Transfer intellectual property and brand assets to your entity.
View →90-Day Metrics Checklist
Key performance indicators to track during your first quarter.
View →Exit Prep From Day 1
Document and organize from the start to maximize future exit value.
View →Due Diligence Binder Setup
Organize financial and legal documents for future investors or buyers.
View →Stakeholder Communication Plan
Manage lender, partner, and investor expectations throughout transition.
View →Systems Migration Checklist
Move data, consolidate tools, and migrate workflows to your stack.
View →Employee Handbook Template
Update or create an employee handbook reflecting new ownership.
View →Pricing Review Checklist
Audit current pricing and identify opportunities to increase revenue.
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