You can watch the YouTube video here – https://youtu.be/PeAYVslE1zk You as the business owner is thinking about your exit strategy. Or are actively engaged with a competent buyer, one of the first things you should plan and schedule is to know why it is important to transfer your emails and remove your personal information from your business records.
Usually this should happen right before the closing. But moving massive amount of emails and personal records can be a daunting task & time consuming. Another way of tackling this is to move all the records weeks in advance. Probably before the closing so that you don’t stretch yourself thin. Only keep recent, maybe past month’s email with the company assets. You have to move this easily right before the closing. But make sure that you schedule this on your calendar.
We adamanetly advocate for a smooth and great transition and are we will be available during the process to smooth things over in case of any issues that may arise. But nothing is guaranteed. In case the transition goes sour or there is difference of opinion and you have not had the chance to transfer the emails and personal records, the new owner can lock you out of all company assets without notice.
Think what that could do to the personal information that you have left in the hands of now a disgruntled new owner. Oh, and don’t forget about your web browser saved usernames and passwords either on the company assets. If you don’t, that information is readily available to the new owner. This is why it is important to transfer your emails and remove your personal information from your business records.
Feel free to reach out to us to discuss further on this topic and don’t forget to visit https://gillagency.co for lot more insights.