Ownership Change Inventory

Independent buy/sell inventory counts for a clearer handoff.

A professionally documented inventory helps buyers and sellers begin an ownership transition with the same dependable information.

A shared starting point

Confidence on both sides of the transition.

We serve as an independent third party, count the inventory within the agreed scope, and organize results for a practical review by buyer and seller.

01

Neutral field service

An independent team performs the count without representing either side of the transaction.

02

Agreed count scope

The location, included inventory, categories, timing, and reporting expectations are aligned before count day.

03

Documented totals

Organized results create a common inventory record for the parties to review as part of their transition.

A straightforward process

A calm, organized count at a consequential moment.

Clear preparation helps keep count day focused and the resulting information understandable.

  1. 01

    Align the parties

    Confirm the point of contact, included areas, count date, and the categories that need to be reported.

  2. 02

    Count on site

    Our experienced team completes an impartial physical inventory according to the agreed scope.

  3. 03

    Deliver the record

    Buyer and seller receive organized totals for use in their broader ownership-transfer process.

Prepare for count day

Shared expectations make for a smoother inventory.

Before the appointment, both parties should understand what is included and how the result will be organized.

  • Identify all locations, storage areas, and inventory categories included in the transfer.
  • Confirm a single scheduling contact and the representatives expected on site.
  • Discuss special, excluded, damaged, or non-saleable inventory before counting begins.
  • Agree on the reporting and valuation information required for the engagement.

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Let’s shape the count around your operation.

Share the location, preferred timeframe, and result you need. Our office will help clarify the next step.