The digital project transfer checklist

Before the offer

• Confirm ownership of code, brand, content, customer data, and domains.
• List licenses, contractor agreements, open-source dependencies, and transfer restrictions.
• Prepare read-only evidence for revenue, traffic, users, and costs.
• Document known bugs, technical debt, privacy concerns, and customer obligations.

Before closing

• Agree exactly which assets and liabilities transfer.
• Set the payment method, timing, and any escrow arrangement.
• Write down the support window and what it includes.
• Export backups and test setup instructions in a clean environment.

During transfer

• Move the domain and repository.
• Transfer or recreate hosting, database, analytics, email, and billing accounts.
• Rotate credentials and remove former team access.
• Confirm that the buyer can deploy, receive email, and access production data.

After transfer

• Record final acceptance of each transferred asset.
• Complete any agreed founder introduction or operating walkthrough.
• Set a clear end date for transition support.
• Retain only the records required for legal, tax, or security purposes.