BizAcquir · Practical worksheets

Shopify business transfer plan

Plan the store transfer and each separate asset. An invitation sent is not a completed handover.

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Business reference: ____________________   Prepared on: __________   Period / currency: ____________________

Asset / serviceCurrent authorized ownerRequired consent / restrictionAction / responsible personDue dateBuyer acceptance evidence
Shopify storeCheck current official ownership-transfer route and finance restrictions.
Domain and DNSRegistrar process; preserve email and storefront routing.
Apps and themeCheck licence and account-transfer rights with each provider.
Supplier / fulfilmentWritten confirmation of continuing terms where required.
Analytics / advertisingCheck separate platform access and transfer policies.
Brand and contentDocument the rights being assigned and any exclusions.
Customer obligationsRecord orders, returns and prepaid service responsibilities.
Operational handoverTest fulfilment, support and authorized access; rotate credentials securely.

Questions to resolve before agreement

Agreed next steps and responsible person

Keep completed copies private. Do not put passwords, customer lists or personal documents in this worksheet. Blank fields mean not yet checked, not zero or approved.

Preparation aid, not a contract or a valuation. Record agreed treatment in your transaction documents. Updated 25 October 2026.