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Carve Out and TSA

Carve out software advisory and TSA separation

Carve out software advisory that stands up a clean licensed estate on day one and exits the transition services agreement on time and on budget.

Our carve out software advisory gets a divested business onto its own licensed footing without paying twice and without a transition services agreement that overruns. A carve out splits an estate that was licensed as one company. Entitlements do not divide cleanly, shared agreements do not transfer, and the clock on the TSA is expensive. We map what transfers, what must be relicensed, and what is stranded, then we sequence the exit.

Carve out software separation timelineTimeline showing the phases of a carve out software separation from signing through transition services agreement exit.1MapEntitlements and structure2Day oneStandalone critical estate3RelicenseReplace non transferring4TSA exitOff the parent meter
The separation works backwards from the TSA exit date so the parent meter stops on schedule.

What carve out software advisory delivers

The core problem is that licenses were bought by the parent, not the unit. Volume agreements, enterprise metrics, and shared platforms were sized for the whole company. When the unit leaves, it often has no right to keep using that software, and the parent has no right to license it on the units behalf beyond the transition services agreement. We identify every entitlement in that position before day one, so there are no gaps in coverage and no surprise relicensing bills after the TSA ends.

Deal structure decides which clauses bite. A stock purchase, an asset purchase, a merger, and a carve out each trigger different consent, assignment, and repricing terms. Change of control and anti assignment clauses can require publisher consent, trigger termination, or reset pricing to standalone rates. We read the agreements against the actual structure so you know which licenses move, which need consent, and which must be replaced.

How we plan and sequence the separation

We work backwards from the TSA exit date. The transition services agreement is a meter running at the parent rates, so every week of overrun is cost. We build a separation plan that stands up the standalone estate on day one for everything business critical, then relicenses or replaces the rest before the TSA clock forces a rushed and expensive decision. We also recover stranded costs, the entitlements the parent keeps paying for but no longer uses after the unit leaves.

Carve out software disposition categories
CategoryWhat it meansAction
Transfers with consentLicense can assign with publisher sign offSecure consent before close
Must be relicensedNo right to transfer to the new entityProcure standalone before TSA exit
Covered by TSAParent provides under transition termsExit before the meter overruns
Stranded at parentCapacity the parent no longer needsRecover or right size the spend

Why a carve out estate rarely transfers cleanly

A carve out separates a business that was licensed as part of a larger company. The parent bought volume agreements, enterprise metrics, and shared platforms sized for the whole organisation, and the divested unit was simply a consumer of that capacity. When the unit leaves, the legal right to keep using that software often does not travel with it. Anti assignment clauses can block the transfer outright. Change of control clauses can require publisher consent or reset pricing to standalone rates that are far higher than the parent paid per user. The unit can find itself operating software it no longer has the right to run, with the meter running on a transition services agreement in the background.

This is why mapping has to come before day one, not after. We build a complete inventory of what the unit actually uses, match it against what can legally transfer, and identify the gap that must be relicensed or replaced. Doing this late forces emergency procurement at standalone list prices, which is the most expensive way to buy software that exists.

The transition services agreement is a meter, not a safety net

A transition services agreement feels like protection because the parent keeps the lights on after close. In reality it is a meter running at parent rates, and every week of overrun is cost the buyer absorbs. The whole separation plan should work backwards from the TSA exit date. We sequence the standalone estate so that everything business critical is licensed and operational on day one, then relicense or replace the remainder before the TSA clock forces a rushed and overpriced decision. The goal is to step off the parent meter on schedule, with no gap in coverage and no surprise bill.

Recovering what gets left behind

Separation cuts both ways. When the unit takes its usage with it, the parent is often left paying for capacity it no longer needs. We identify that stranded spend and right size it, so the divestiture does not quietly inflate the parent run rate. For the buyer, the same discipline ensures the new standalone estate is sized to actual need rather than to the parent old footprint. We provide commercial and licensing advisory, not legal advice, and we recommend your own counsel for the interpretation of assignment, consent, and termination clauses.

Key takeaways

  • Carve out software advisory stands up a clean licensed estate on day one and exits the TSA on time.
  • Licenses bought by the parent rarely transfer cleanly to a divested unit.
  • Deal structure decides which consent, assignment, and repricing clauses bite.
  • TSA overrun is a meter at parent rates, so the exit date drives the whole plan.
  • We also recover stranded costs the parent keeps paying after the unit leaves.

Recommendations for buyers

  1. Map entitlements against deal structure early. A stock purchase and an asset purchase trigger different clauses; plan to the actual structure.
  2. Treat the TSA exit date as the deadline. Every week of overrun is billed at parent rates, so sequence to beat it.
  3. Stand up business critical software first. Day one coverage prevents an operational gap that forces overpriced emergency buys.
  4. Recover stranded spend at the parent. Capacity the unit took with it is cost the parent can right size out.

See the method in our carve outs and TSA separation guide pillar, and how it plays out in practice: a standalone estate stood up in 60 days, relicensed without a TSA overrun, stranded license costs recovered. Or review the full range of services.

Frequently asked questions

What is carve out software advisory?
It is independent advisory that plans the software separation in a carve out or divestiture: mapping what transfers, what must be relicensed, what the TSA covers, and what is stranded, then sequencing the exit.
Why do licenses not transfer in a carve out?
Because they were licensed to the parent, not the unit. Volume and enterprise agreements were sized for the whole company and often carry anti assignment or change of control terms that require consent or reset pricing.
What is a transition services agreement in this context?
It is the arrangement under which the parent provides software and services to the divested unit for a defined period after close. It is billed at parent rates, so overrunning it is expensive.
How does deal structure affect the separation?
A stock purchase, asset purchase, merger, or carve out each triggers different consent, assignment, and repricing clauses. We read the agreements against the actual structure.
Can you recover stranded license costs?
Yes. When a unit leaves, the parent often keeps paying for capacity it no longer uses. We identify and right size that spend.
Is this legal advice?
No. It is commercial and licensing advisory. We recommend you engage your own counsel for legal interpretation of assignment and consent clauses.

Carving out a business and facing a TSA clock?

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