Small Business Expansion Closeout Checklist

• Finalize all accounting records and expansion-related expenses.
• Ensure all new legal registrations and licenses are complete.
• Review updated insurance coverage and requirements.

• Confirm all new equipment, furniture, or supplies are installed.
• Train staff on new procedures or locations.
• Verify all new technology systems are operational.

• Update website and directories with new locations or offerings.
• Notify customers and stakeholders about business expansion.
• Launch any expansion-related marketing initiatives.

• Schedule review meetings to assess expansion success.
• Gather feedback from staff and customers.
• Identify areas for improvement for future growth.