Agency buyer or seller

Document your agency before you sell it (or audit one you're buying)

Your agency is only worth money if someone other than you can run it. A buyer has to believe they can run it — or hire someone who can — and the GHL accounts that actually deliver the service usually have nothing behind them except the seller's word that it's all in good shape.

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The walkthrough

The steps

1
Connect every account in the deal. Sellers connect their own with one click with the Chrome app. Buyers work from an export the seller sends — you never need their login, and no credentials change hands mid-negotiation.
2
Let the map be the inventory. What exists, what connects, what nobody ever wired up — the part a screenshare walkthrough can't fake.
The inventory a walkthrough can't fake: what exists, and what connects to what.
3
Read the plain-language rundown. What each system does, described so a non-builder can judge it. Sellers get the same read before the buyer does, with time to fix what's fixable.
4
Patchy itemizes the junk drawer. Old automations nothing uses, pieces pointing at things that don't exist. Sellers work the list before going to market; buyers price it.
The junk drawer, itemized. Sellers fix it; buyers price it.
5
Put read-only links in the data room next to the financials. Turn them off the moment the process ends.
Nothing here touches the accounts. PatchyHub reads them — it never changes or deletes anything in GHL. Any actual cleanup happens in GHL, by a human. That neutrality is what makes this usable in a deal.
Read-only inspection access. Turn it off when the deal closes.

Why this changes the deal

Nobody really inspects GHL accounts during diligence — doing it properly is days of work that usually finds nothing. But the cost of skipping it lands on one side: even a well-run account can hide the one broken connection that's been quietly failing to route contacts for months, and after close that's the buyer's problem, at the buyer's price.

Sellers walk into negotiation with proof instead of adjectives. Buyers walk in with an inspection instead of a hope. Ten stale workflows is normal aging; two hundred is deferred maintenance you're about to own — and now both sides can count.

And whoever operates the accounts after close inherits documentation on day one. That's its own line item, because the alternative is buying systems only the previous owner understood.

The takeaway

A buyer can't pay for what they can't check. Now the systems side of the deal is something both sides can count — not something they take on faith.

Try PatchyHub

Going deeper: auditing without credentials

Buyers usually can't have logins before close, and don't need them. Have the seller provide spreadsheet exports and work from those — a fully supported path, not a workaround — or have the seller connect the accounts on their side and share read-only links. You get inspection either way; credentials wait for close. The links open in a browser with no PatchyHub account, and the side that created them controls when they die.