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SellingExpert answer · 1 min read

How do I hand over my roast profiles and recipes to a buyer?

Record each roast profile, blend and recipe with the bean source, batch size, temperatures, timing and tasting notes, then roast alongside the buyer until they can reproduce each coffee. Keep the notes as controlled, dated documents, and agree in the sale what is included.

Start by writing everything down. For every coffee, note the origin and supplier, the batch size, how the roast is charged and developed, where it ends, how it rests and how it should taste. Add the cupping notes you rely on. Profiles that live only in your head or on one machine are the first thing to rescue.

Written notes are not enough, because roasting depends on the machine, the room and the beans in that week. Roast together over several sessions. Let the buyer run batches while you watch, taste the results side by side and correct the differences. Do the same for any drinks or baked recipes.

Decide who holds what afterwards. Store dated copies of the profiles, the blend formulas and your supplier details, and agree in the sale that they pass to the buyer. Ask your lawyer whether a confidentiality promise or a short consulting period should be added to the agreement. Offer to stay reachable for questions after the first few roasts, since small problems appear once the buyer is working alone.

Key takeaways

  • Document origin, batch size, profile, rest time and taste for every coffee.
  • Roast and taste together until the buyer can match each product.
  • Keep dated copies of formulas and supplier details for the handover.
  • Agree in writing what recipes and notes pass to the buyer.

Sources

This answer is checked against primary sources. Links were last confirmed on the dates shown.

  1. 01
    Business Development Bank of CanadaGovernment
    How to conduct due diligence when buying a business
    bdc.ca·Checked Oct 21, 2026
  2. 02
    Business Development Bank of CanadaGovernment
    What is succession planning?
    bdc.ca·Checked Oct 22, 2026
  3. 03
    Business Development Bank of CanadaGovernment
    Advice for succession planning - Articles and tools
    bdc.ca·Checked Oct 22, 2026

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