Professional services firms — accountants, lawyers, consultants, financial planners — accumulate significant digital assets over years of operation. The digital handover needs to protect client trust and continuity as much as the business itself.
Professional services businesses present a specific challenge in digital handovers: the digital presence is often deeply tied to the individual practitioners. The firm's Google reviews may specifically mention principals by name. The LinkedIn presence may be blended between the firm's page and individual profiles. The email list may have been nurtured by someone who is leaving with the sale.
We understand these nuances. The digital handover for a professional services firm needs to separate personal digital presence from business digital assets, transfer business assets cleanly, and handle the transition messaging appropriately for a client-facing professional context.
We work with accounting firms, legal practices, consulting businesses, financial planning practices, and other professional services. The asset list typically includes website and domain, Google Business Profile, LinkedIn Company Page, client email marketing, and any professional directory listings.
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