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Transition period

A transition period is the agreed time after completion when the seller stays involved to hand over knowledge, relationships and processes to the new owner.

Also called handover period

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Definition

A transition period, often called a handover period, is the agreed time after completion during which the seller stays involved to pass on what they know. The terms usually set out how long it lasts, how many hours the seller gives, what they will do, whether they are paid and what happens if they do not cooperate. It may sit in the purchase agreement or in a separate consultancy agreement, and is sometimes linked to an earn-out or deferred payment.

Earn-out

An earn-out is part of the purchase price paid only if the business meets agreed targets after the sale. It can bridge a gap between the seller's price and the buyer's view of the evidence.

Worked example

Bluebell Garden Design is a fictional UK business. The seller agrees to work full time for the first three months after completion, then two days a week for the next three months, for £5,000 a month.

During that time she will introduce the buyer in person to the 20 largest clients and write down how jobs are quoted. The final £100,000 of the price is paid once the handover is complete.

Why buyers care

The more a business depends on its owner, the more the handover matters and the more precisely it should be written down. A promise to "help as needed" is hard to enforce and easy to let slip.

List what must be handed over: customer and supplier relationships, systems and passwords, licences, pricing and the knowledge that sits only in the owner's head. Agree who tells staff and customers, and when. Too long a handover can leave people unsure who is in charge, so plan for the seller to step back in stages. Tying part of the price to a completed handover gives the seller a reason to see it through.

  • Key person risk

    Key person risk is the risk that a business loses value if one individual leaves or stops performing. In small businesses that person is often the owner.

  • Earn-out

    An earn-out is part of the purchase price paid only if the business meets agreed targets after the sale. It can bridge a gap between the seller's price and the buyer's view of the evidence.

  • Seller finance

    Seller finance is when the seller lends the buyer part of the purchase price, to be repaid with interest after completion. It is also called vendor finance or a seller note.

  • Holdback

    A holdback is part of the purchase price the buyer keeps back at completion and pays later if no valid claims arise. Unlike escrow, the money stays with the buyer.

  • Restrictive covenants

    Restrictive covenants are promises that limit what a seller can do after a sale, such as competing with the business or approaching its customers and staff.

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  • The first 100 days after you buy

    How to use the first 100 days after completion: keep customers, staff and cash steady, learn the business before you change it, and start fixing the risks you found in diligence.

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    The steps between spotting a listing and signing a letter of intent, what to learn at each one and what a sound letter of intent should cover.

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  • The owner does the selling or holds key relationships

    When the owner wins the work and keeps the important relationships, part of the revenue may leave with them. Test how much of that revenue would stay without them before you agree a price.

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  • Undocumented processes

    When the way a business runs lives in one or two people's heads, the handover gets harder and early mistakes get more likely. It is usually fixable if you find it before you sign.

    Severity: fixableOperations and people
  • Key staff not tied in

    If the people who hold the business together have no written terms, no notice periods and no reason to stay, a sale is the moment they are most likely to leave. Find out who matters and what keeps them.

    Severity: fixableOperations and people

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