How do I prepare my courier company’s customer pickup schedule for a buyer?
Lay out each regular pickup in one table: customer, address, days, time window, driver, vehicle and special handling. Mark which arrangements are in writing and which rest on habit or a handshake. A buyer needs to see a route they can run on the first Monday without calling you.
Start with the stops that repeat. For each, record the contact, the access notes, the volume and any quirks, such as a loading door that only opens at certain times. The details a driver knows by heart are what a new owner will lack.
Then show how the work is grouped. Which pickups share a route, which drivers run them and how backups are arranged? If a customer depends on one driver, say so. Staff turnover can turn a smooth schedule into missed pickups, so describe who is trained to cover each route. Note seasonal swings as well, such as customers who ship heavily before certain holidays. A buyer who sees the quiet and busy periods can plan staffing sensibly and will trust the schedule more.
Mark what is formal. Some customers have signed agreements, others rely on a standing request. A buyer will want to know the difference. Your lawyer can advise on what the agreements say about changes of owner. Finally, check the schedule against reality. Ride along on a route or review recent logs to confirm that what you wrote matches what happens. Update it close to closing, and keep a copy for both sides.
Key takeaways
- List every regular pickup with contact, access notes, timing and driver.
- Mark which arrangements are written and which rely on habit.
- Check the schedule against recent logs and update it close to closing.
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Sources
This answer is checked against primary sources. Links were last confirmed on the dates shown.
- 01Business Development Bank of CanadaGovernment7 steps to increase your business’ value—before you sell it
- 02Business Development Bank of CanadaIndustryHow to sell your business
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