How do I transfer my elevator maintenance company’s building manager contacts?
Pull your contacts into one organized record, with each building, manager, contract and history of requests. Then introduce the buyer in person, starting with the largest accounts, and tell managers what stays the same. Stay available for a while after closing so the changeover feels steady.
Building managers entrust their elevators to people they know. Your contacts are valuable because they come with years of trust. A buyer needs more than a list of phone numbers, so start by building a proper record.
For each building, note the manager and any owner or board contact, the contract terms, the service history and any open issues. Add the personal details that matter in working relationships, such as how they like to be reached and what annoys them. Rank buildings by the revenue they bring.
Then plan introductions. A joint visit or call, with you present, works much better than a letter. Begin with the largest accounts and any manager who is likely to worry. Be clear about what stays the same: the technicians, the response times and the contract terms. Remember that managers change jobs, and so do contacts. Check that your records are current before you share them. After closing, stay reachable for questions and agree with the buyer on how long. A smooth handover often decides whether managers renew when their contracts come up. Ask the buyer how often they plan to visit each site in the first months.
Key takeaways
- Build a record per building with contacts, contract terms and service history.
- Introduce the buyer in person, starting with the largest accounts.
- Tell managers plainly what stays the same after the sale.
- Stay reachable for a period after closing.
Related reading
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Due diligence
Succession
Sources
This answer is checked against primary sources. Links were last confirmed on the dates shown.
- 01Business Development Bank of CanadaIndustryHow to sell your business
- 02Business Development Bank of CanadaGovernment7 steps to increase your business’ value—before you sell it
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