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If our purchase agreement includes a mandatory 90-day post-closing transition period, what exact operational boundaries and deliverables should we establish to avoid being pulled into daily firefighting?

A loosely defined post-closing transition agreement is a trap for selling owners. If your purchase contract states that you will provide general consulting or operational support as reasonably requested, the buyer will treat you as an unpaid utility infielder to absorb operational friction, handle disgruntled employees, or clean up routine customer complaints.

To protect your time, emotional health, and post-sale sanity, you must define the scope of your transition role with absolute precision before signing the definitive agreement:
- Narrow the transition duties to specific strategic milestones: completing executive knowledge transfers, facilitating introductions to top commercial accounts, and assisting with vendor renegotiations.
- Exclude day-to-day operational firefighting, HR conflict resolution, and Level 10 Meeting™ execution from your responsibilities, cementing that the buyer and the Integrator hold operational command.
- Cap your weekly time commitment explicitly in the contract, reducing your hours from twenty hours per week in month one down to five hours per week in month three.
- Require all buyer communication and information requests to run through a designated point of contact, preventing middle managers from calling you directly to solve routine problems.
- Establish that your transition compensation or retained equity release is not contingent on ambiguous operational outcomes or subjective buyer satisfaction.

Setting hard operational boundaries respects the buyer and protects the business. It forces the new owner to step up, take accountability, and learn to operate their new asset, ensuring you make a clean, dignified exit on your own terms.

Category: Exit Planning

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