How do I transfer my boat dealership’s customer launch and storage schedules?

Launch and storage bookings are promises to customers, so the buyer will want to see exactly what has been promised. Gather the calendars, notes and booking forms into one list. For each boat, record the owner, the slot reserved, any deposit and the services included, such as cradle space or a launch crew. Clear up anything that lives only in your head or on a sticky note.

Check the terms. Are there signed agreements that spell out damage responsibility and what happens if fees are unpaid? Put any informal arrangements in writing before buyers ask. A buyer will also want to know how full the yard is, so show where each boat sits and how the space is used.

Tell customers kindly and early, and introduce the buyer when you can. Agree with the buyer who keeps the deposits already paid and who handles any complaint about an earlier booking. Walk the yard with the buyer so they can match names to boats. Ask your insurance broker how coverage for stored boats moves to the new owner, since gaps are easy to create. Your lawyer can write the booking obligations into the purchase terms, and your accountant can advise how prepaid fees should be adjusted at closing.

Key takeaways

• Build one master schedule with customer, boat, slot, deposit and services.
• Write down informal arrangements and attach signed storage terms.
• Agree in writing who honours bookings and keeps prepaid deposits.