Step 1: Confirm the information and confirm that the basic information meets the requirements.
Step 2: Sign the agreement: confirm and sign the entrustment agreement and pay the intention money.
Step 3: Due diligence: The acquirer enters the site to conduct due diligence on the transferor company.
Step 4: Formal agreement: if there is no problem, it will be changed, and if it does not meet the requirements, it will be refunded or replaced.
Step 5: Equity change: Make every effort to start changes in industry and commerce, taxation, banking and social security.
Step 6: Changes in insurance supervision: changes in the shareholders, place of registration and senior management of the Insurance Regulatory Bureau.
Step 7: data transfer: hand over all the data of the company.
Information to be reviewed before the transfer of an insurance agency:
1. Check whether the company has debts.
The most important thing to pay attention to in company transfer is not the transferor, but the undertaker (Beijing Buying Company). When acquiring a company, the undertaker should first consider the company's accounts, find a qualified bookkeeping company Commissioner, carefully check the company's accounts, and see if the transferred company has potential debts;
2. Check the company's past operating conditions.
Whether the company was legally operated before the transfer, whether there were illegal and criminal acts during the operation, and whether there were any bad records in the archives of the industrial and commercial bureau;
3. Do you attend the annual inspection on time every year?
Annual inspection is an important means for the State Administration for Industry and Commerce to check whether an enterprise is operating legally. Must be checked every year, and must attend within the specified time every year. If you don't attend on time, the enterprise will be recorded, its reputation will decline and it will be punished. 4. Need to check whether the company's audit report is a registered company, whether the company's registered capital is invested in place, whether there is a phenomenon of withdrawing capital contribution, and whether the company's accounts are legal. In order to avoid unnecessary troubles caused by buying a company in Chengdu.