Capital Insights

Business Acquisition Diligence: Identify the Systems That Cannot Transfer

Medro Advisors · Research and commentary from Don McClain

By Don McClain | Founder & Principal, Medro Advisors

Historical performance does not prove the buyer can operate with the same tools. Build a transferability list for accounting software, phone numbers, websites, payment processing, supplier portals and essential operating systems. For each, confirm whether the account can transfer, requires a new agreement, or depends on the seller personally. Assign a fallback for any service that might stop on day one. Keep passwords and customer data out of broad deal summaries; use approved secure processes. Medro Advisors can help coordinate the questions with the buyer’s professional advisers.
Archive source: 2026-06-18.
Author: https://www.donmcclain.net/
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