This feature is available on all Goodshuffle Pro Plans.
Closing (or selling) a business can feel overwhelming. A clear timeline and good communication will help you wrap up projects confidently and avoid loose ends.
Set Key Dates
Choose a target close date, then work backward using milestones:
Milestone 1: Stop accepting new contracts
Milestone 2: Sell inventory not needed for upcoming projects
Milestone 3: Final project date / last day you’ll operate
Final Date: Sell remaining inventory and finalize shutdown tasks
Talk to Your Accountant or Business Consultant
Ask questions early so you don’t miss legal or financial steps:
Are there any current tax benefits for closing my business?
What do I need to do for the closure to be handled correctly?
What reports do you need from me to close the books?
What paperwork must be filed with the state to close the business?
Put Key Processes in Place
If you still have upcoming projects, plan how you’ll fulfill them.
If you have employees, consider moving them to contract-based work during the transition.
Confirm who is responsible for inventory, logistics, communication, and on-site execution.
Start Closing Steps in Goodshuffle Pro
Step 1: Export Your Contact List
Use your contact list to message clients about next steps and reassure them that existing projects will be fulfilled.
Include:
Your closure/transition plan
Confirmation that current orders will be completed
A deadline for changes (example: “Please submit changes by [XYZ date].”)
💡 Some businesses use Mailchimp or Constant Contact to track opens, bounces, and link clicks.
Step 2: Export Upcoming Projects
Export a list of upcoming projects so you can track what must be completed and who needs updates.
Tip: Add helpful columns (like client name, email, and key project details) before exporting using your Custom Columns list.
Step 3: Add Custom Attributes
Use Custom Attributes to track details that matter during a sale or transfer—like:
Cost of items
Item condition
Storage location
Step 4: Export Inventory
Run an Inventory export to understand:
What you can sell now
What you must keep to fulfill upcoming projects
What remains to be sold after the final event date
Step 5: Manage Your Subscription
Annual subscription: You may be able to deactivate and retain access through the subscription term.
Monthly subscription: Plan the deactivation timing carefully—after deactivation, you may lose access to reports and past contracts.
Changing Ownership?
Head to the article below if you are switching account owners on your subscription.
💙 Remember, you are a part of the Goodshuffle family. We are here to help in your transition, and please reach out to us in the future if we can partner again in your next adventure!
Need Additional Support? Click the blue chat bubble in the bottom corner of your screen to message our support team—we’re happy to help!