Post-close ownership guides

Closing is the beginning, not the finish line — the first 90 days, employee retention, customer transition, and the systems handoff that make or break a smooth takeover.

• The first 30/60/90 days

  Closing is the beginning, not the finish line — the first quarter sets the tone for everything after.

• Employee retention

  Ownership changes make everyone a flight risk overnight, whether or not anything else actually changes.

• Customer transition

  Customers are watching the ownership change as closely as employees are.

• Systems and ownership handoff

  The unglamorous checklist of software, access, and know-how that has to move from seller to buyer.