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How to perform an inspection period
After you've made an offer, sent payment to Escrow.com, and the seller has shipped assets to you it's time to begin your inspection period. The inspection period is a set length of time during which you are required to take a final look at the assets you're purchasing to ensure that everything you've received is as advertised and agreed upon by the seller.
Escrow uses milestones to determine the completeness of a transaction. Milestones can be steps such as the transfer of domain names, social media accounts and access to the Shopify admin via staff permissions. Accepting all milestones in your Escrow.com account will end your inspection period. Because all Escrow.com transactions are final, it's very important that you do your due diligence during this period. Accepting milestones is binding, and once you accept the seller is paid and the business becomes yours.
If you need to make changes to the Escrow milestones after the transaction has been created, then you must contact Escrow Support to request the changes. After both buyer and seller agree to the changes, Escrow will apply them.
Beginning the inspection period
After you've paid through Escrow.com, the seller is instructed to begin shipping assets to you. This most often includes any domain names, social media accounts, ownership of apps, and physical inventory. After the seller confirms with Exchange Marketplace that they have sent you these all of the required assets, you must mark them as received in your milestone list within your Escrow.com account.
Log in to your Escrow.com account and go to the transaction that you have open with the seller. Select the assets that you've received, and then click Process Actions on the transaction page. You will then receive a confirmation from Exchange to begin your inspection period.
Inspection period length
The length of the inspection period depends on the length of time that was agreed upon between you and the seller at the time the transaction was created. A typical inspection period lasts three days, but for higher value transactions it's recommended that you agree to a longer inspection period. The minimum inspection period is three days and the maximum is 30 days.
The inspection period can end either when the agreed-upon time span expires or you accept and approve all milestones. When the inspection period ends, the seller receives payment and ownership of the store is transferred to you.
Can Exchange assist with the inspection?
Exchange calculates sales and traffic data for the seller when the listing is created. This means that you can rest assured that the sales and traffic reported in the listing graphs are based off data that is available to Shopify.
There are other vital pieces of information about the business that you need to inspect yourself. Claims such as profit margins, expenses, and traffic sources are reported by the seller and can't be verified by Exchange.
What you should have access to before inspecting
First, refer to your Escrow.com transaction to see the full list of assets the seller has agreed to hand over. At the inspection period stage, you should have received access to all of these assets. The only exception is store ownership status of the Shopify account. At this point the seller adds you as staff. Exchange will not make you store owner until your inspection period ends.
Other things you should have possession of are:
Domain names. Depending on where the domain name is hosted, you should receive notification by email that a domain name has been transferred to you. To have the domain transferred to you, the seller most likely needs your contact information. This information is fine to be shared for the transfer of assets such as domains and social media accounts, however this information should not be used to circumvent the Exchange messaging system.
Social media accounts. Facebook or Instagram accounts are a common part of most sales made on Exchange. If you've agreed to take ownership of these accounts, verify that the seller has given you access to them.
Advertising accounts. Google Adwords can be a very useful tool when it comes to spreading the word about your business.
Apps. Most Shopify businesses use a variety of apps to function. Because many apps are created by third-party developers and not Shopify, their account information needs to be handed over to you by the seller. If you're purchasing a dropshipping or print on demand business, it's especially important that you ensure the seller transfers ownership of fulfillment apps like DSers or Printful.
Physical Inventory. If your purchase includes physical inventory, ensure that the seller has shipped the inventory to you for your inspection. Always ask the seller to provide you with tracking information for the shipment.
It's not uncommon for a seller to request that you give them your contact information (including physical address) to properly transfer ownership of assets to you. While the Shopify Accounts team transfers ownership, the seller is responsible for transferring all agreed-upon assets to you.
What not to do during your inspection period
Do not make any changes to the payment settings, shipping settings, or products during your inspection period.
Do not export any data or information from the store during inspection period either. Making changes or exporting information can result in the automatic termination of the inspection period and the seller receiving the payment in full.
Do not mark all assets as approved until you have inspected them thoroughly and are satisfied. Approving the assets ends the inspection period and the seller is paid out. This action is non-reversible.
The seller transfers ownership of the business assets to you in good faith so that you can make sure that everything is as described by the seller, and so you can ask them any questions that you might have before the end of the inspection.
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