Which situation is your company in?
Each guide covers the legal, people and money steps first, and shows where company records fit in.
Shutting down
Wind-down steps for owners and boards: legal, people, tax, accounts and records.
- Cancelling software when you close: the order that keeps your data
- What to do with company email, Slack and files when you close
- What to do with customer data when your company closes
- How to dissolve a Delaware corporation
- Final tax returns when you close a business
- How long to keep business records after you close
- How to dissolve an LLC or corporation
- How to shut down a startup: the full checklist
Bankruptcy and insolvency
Chapter 7, Chapter 11 and state-law alternatives for small companies, and what happens to assets.
Layoffs and restructuring
WARN notice rules, planning a reduction in force, and what to keep when the team shrinks.
Raising cash
Non-dilutive funding, cutting costs and extending runway without new equity.
Migrating systems
Moving email or chat, replacing a CRM, and deciding what to do with the old archive.
- How to export Google Workspace data before you cancel
- How to export Slack data, plan by plan
- What happens to Microsoft 365 data when the subscription ends
- What to do with old email archives when you move to Microsoft 365 or Google Workspace
- Exporting your Salesforce data before you move or leave
- Slack to Teams: what happens to your message history
Selling your business
Valuation, due diligence and what happens to company data in a sale.
Could your company license its records?
Seven questions, about two minutes. No files, no data shared. You see the result straight away.