Plan and Customers — the transition checklist

**Plan** tab is the successor-centric transition checklist.

Default categories (you can add your own):
- **Legal** — formation docs in order, IP assigned, employment contracts current, NDAs in place
- **Financial** — books closed and clean (3-year history), AR aging, debt schedule, tax filings current
- **Operational** — runbook coverage, employee training matrix, vendor list with terms
- **Customer** — top-customer relationship handover plan (see Customers tab)
- **People** — key-person dependencies identified; retention bonuses if needed; org chart
- **Tech** — every account documented; admin transfer paths planned; data backup verified

Each line item has a status (Not Started / In Progress / Done) and an owner.

**Customers** tab is the relationship map for the people the business depends on most.

For each top customer:
- Decision-maker name + alternate
- Why they buy from us (in their words if you have a quote)
- Last interaction + cadence (annual contract review? monthly check-in?)
- Risk if the owner leaves (high/med/low)
- Handover plan (when to introduce successor, what to say, what to demonstrate)

Treat the top-20 customers as a project. The valuation jumps materially when those relationships are demonstrably transferable.