Five stages. Fully documented. Buyer and seller both get visibility at every step. Nothing handed over until everything is verified working.
The first thing we do is map everything. Before a single credential is touched or a single account is transferred, we produce a complete inventory of every digital asset connected to the business.
Most sellers are surprised by what they find. Forgotten accounts, old social pages with thousands of followers, Google Analytics properties they didn't know existed, domain names that need redirecting. The audit catches all of it.
We work through a systematic checklist that covers domain and hosting, Google properties, Meta properties, other social platforms, email marketing accounts, ad platforms, booking systems, eCommerce platforms, CRM systems, and any custom integrations.
The audit output is a full asset inventory document that both buyer and seller sign off on. This becomes the definitive list of what's being transferred.
A complete digital asset inventory document listing every account, platform, and credential associated with the business — ready for both parties to review and approve before any transfers begin.
Typical finding: clients discover 2-4 digital assets they had forgotten about during the audit phase.
A documented transfer plan with a sequenced list of every asset transfer, timeline, dependencies, and responsibilities. Both parties sign off before execution begins.
The plan accounts for platform-specific quirks — like the fact that domain transfers have a mandatory 5-day lock period.
With the full asset inventory confirmed, we build a sequenced transfer plan. Order matters. Transferring the domain before confirming the new hosting is ready can take a site offline. Moving Google Analytics before the new owner has a Google account set up creates access problems that take days to resolve.
We've done enough transfers to know the dependencies and the order of operations that keeps everything running throughout the transition. The plan includes exact timelines, who needs to provide what access at which point, and what contingency steps apply if a particular platform throws up complications.
Both buyer and seller review and approve the plan before we execute a single step. This alignment prevents surprises and sets clear expectations for the settlement timeline.
For Enterprise transfers, the plan also includes staff training sessions so the new team knows how to operate each platform once it's in their hands.
Execution follows the plan precisely. We handle the technical work — requesting transfers, updating admin roles, migrating credentials, reconfiguring DNS records, transferring platform ownership — and we update both parties as each stage completes.
Where a transfer requires action from the seller (like approving a Google Analytics admin request) or the buyer (like accepting a domain transfer), we guide them through exactly what to do. We don't assume technical competence — we provide step-by-step instructions.
Throughout execution, we maintain a live transfer log. If anything deviates from the plan — a platform refusing a transfer, an account requiring additional verification — we document it and implement the contingency immediately, then notify both parties.
We also handle the account hygiene: removing old admin access once the new owner has confirmed theirs, updating contact information, ensuring notification emails are pointing to the right addresses.
A live transfer log updated as each asset moves. You don't wonder what's happening — you can see exactly where we are at any point.
Execution timeline: Starter 3-5 days. Professional 5-10 days. Enterprise 10-20 days.
A comprehensive handover report — a formal document confirming every transferred asset, access credentials, and the verified outcome. Both parties receive this and it stands as the official record of the digital handover.
Once all assets have been transferred, we run a buyer-side verification. This is important: we don't verify from the seller's perspective — we verify from the buyer's perspective. That means logging in to each transferred account using the buyer's credentials and confirming active access.
Anything that doesn't pass buyer-side verification gets fixed before we call the handover complete. No exceptions.
Once verification is complete, we produce the Handover Report. This is a formal document that records every transferred asset, the date and method of transfer, the buyer's verified access status, and any platform-specific notes. Both buyer and seller receive a copy.
The Handover Report is useful beyond the settlement itself — if any issues surface in the weeks after transfer, it provides a clear baseline of what was and wasn't in scope, and who has confirmed access to what.
Enterprise plan clients receive 30 days of post-handover support. This covers anything that surfaces after the handover report is issued — unexpected access issues, platform notifications requiring action, integrations that need reconfiguring now that ownership has changed.
In practice, most post-handover issues arise in the first two weeks: a platform sends a verification email to the old owner's address, an API key tied to the old account stops working, a third-party integration needs its credentials updated to reflect the new ownership.
With 30-day support in place, the new owner isn't left to figure these out alone. They call us, we handle it.
Professional and Starter clients can access post-handover support on a time-and-materials basis if anything surfaces after the handover report is issued.
30 days of direct access to our team for any post-transfer issues (Enterprise). Professional and Starter clients can access support on a pay-as-you-go basis.
Included on Enterprise. Available on Professional and Starter at $250/hour.
Book a free 20-minute assessment. We'll scope your digital assets and give you a clear quote within 24 hours.