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OPERATIONAL APPROACH

Operational handover programme

Tackling critical dependencies before the transfer, to secure the company’s continuity and the outgoing owner’s peace of mind.

The Operational Handover Programme deals concretely with the weaknesses identified: strategic clients, costing and quotes, technical know-how, administrative roles and day-to-day running.

The owner and the operations manager go through the supplier files, one by one.
STRATEGIC TIMETABLE

The three stages of the handover

Phase 1

Before the sale

The priority operational transfers are structured and put in motion. The team gains autonomy over quotes, direct contact with key clients and everyday trade-offs.

Phase 2

During the handover

The outgoing owner keeps a role as arbiter and guarantor without holding up operations. The incoming owner finds their feet in an organisation that is already running and documented.

Phase 3

After closing

A gradual, controlled withdrawal by the owner along the agreed milestones, with no break in service for clients and no loss of know-how for the team.

AREAS OF WORK

The six areas of the handover

Key clients

Establishing a direct, credible link between your long-standing clients and the team members who will look after them.

Costing & pricing

Setting out the costing criteria in writing and delegating the preparation of commercial proposals.

Know-how & memory

Making tacit know-how explicit and preserving the history of critical decisions and files.

Suppliers & partners

Transferring strategic supplier relationships and the terms negotiated with them.

Administrative roles

Clarifying access rights, schedules and the roles often carried by a spouse or a trusted inner team.

Steering & trade-offs

Setting up simple decision-making forums so that operations carry on without calling on the outgoing owner.

A team member runs a client meeting alone; the owner works in their office without stepping in.
OPERATIONAL DELIVERABLES

Programme deliverables

Handover plan

An operational timetable and a matrix assigning roles before, during and after the sale.

Evidence file for the buyer

A factual, demonstrable set of materials evidencing the autonomy of the functions transferred, which can be shared with the buyer with your agreement.

SCOPE OF ENGAGEMENT

Professional scope

We work alongside your usual advisers, not in their place.

  • No valuation
  • No search for a buyer
  • No brokerage
  • No fee linked to the sale price
  • No legal advice
  • No tax advice
  • No promise of a higher price
“We work alongside your advisers, not in their place.”
GET IN TOUCH

Organising a calm handover

Twenty minutes are enough to see how this approach could apply to your company.

Confidential conversation — 20 minutes