How do I hand over my moving company’s booking calendar and deposit records?

Start by reviewing the calendar line by line. Each future job needs the customer’s name, the date, the size of the move, the quoted price and any special promises, such as a particular crew lead, a piano or a flexible date. Remove duplicates and old entries. Add notes on anything the customer was told, since the new owner will be held to what was said.

Next, reconcile the money. List every deposit received for future moves, the date it was taken, the method and the job it belongs to. Match the list to your bank and payment records so the totals agree. Customers paid in advance are owed either a move or a refund, so the buyer will want to see this clearly and decide how it is treated in the deal.

Then settle the handover. Decide with your lawyer and accountant how deposits are transferred and who answers if a job goes wrong, before or after closing. Agree how customers will be told that the company has changed hands, and by whom. Keep copies of everything. Offer a short period to answer questions about unusual bookings. Protect customers’ personal details while sharing them, giving the buyer full access only as the deal firms up.

Key takeaways

• Make every future booking complete: customer, date, price and promises.
• Reconcile deposits to jobs and to bank records.
• Agree in writing who honours bookings and who holds deposit funds.
• Plan how and when customers hear about the change.