Pathways
The step template behind each process. This is the master list - a live pathway copies these steps onto a team.
1. Team Launch
2. Team Reset (annual)
3. League Launch
4. Franchise Sale
5. Team Sale
6. Team Acquisition
7. League Acquisition
8. Team Rebrand or Relocation
9. League Rebrand
27 steps · 0 contract gates · 27 can start straight away
| # | Phase | Step | Who | Hands to | When | Blocked by | Applies to |
|---|---|---|---|---|---|---|---|
| 10 | Money |
Bank account — close or transfer signatory; sweep final balance
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 20 | Money |
Square — final payout swept, then transfer or close the account
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 30 | Money |
Square — remove TPL bank connection
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 40 | Money |
Stripe — disconnect from the team company, confirm final payout
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 50 | Money |
Spend & Expense — cancel credit line and destroy all debit cards
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 60 | Money |
Bill.com — remove entity, unlink bank, deactivate the @bill.com alias
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 70 | Systems |
QBO — close the books for the final period, then transfer or cancel the subscription
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 80 | Systems |
QBO — remove TPL bank connection
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 90 | Systems |
SimpleTix — transfer the account to the buyer or close it
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 100 | Systems |
Odoo — final reconciliation, then archive the team company
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 110 | Systems |
Domain and admin@ mailbox — transfer to the buyer
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 120 | Tax |
Sales tax — file the final return and close the state account
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 130 | Tax |
Resale certificate — surrender or transfer
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 140 | Tax |
DBA filing — transfer or withdraw
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 150 | Tax |
EIN — confirm treatment with counsel (transfers with the LLC, or is closed)
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 160 | Tax |
Insurance — remove TPL from the policy
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 170 | League |
Franchise agreement executed with the new owner
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 180 | League |
Royalty and advertising fund billing set up for the new owner
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 200 | League |
Foul Pole — camera install and streaming split agreement updated
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 210 | League |
Concessions — permits transferred or surrendered
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 220 | League |
Clarkston — outstanding gear orders settled and supplier terms confirmed
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 230 | Handover |
Export pack: company ledger and full transaction history
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 240 | Handover |
Export pack: player records and executed contract PDFs
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 250 | Handover |
Export pack: host family records
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 260 | Handover |
Export pack: schedule, roster and sponsor list
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 270 | Handover |
Player-signing process walkthrough delivered to the buyer’s coach
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now | ||
| 280 | Handover |
Buyer signs receipt for the data export pack
Imported from the existing Team Sale - Teardown Template (project 9), wording unchanged.
|
Management Services |
0 days after start | nothing - can start now |