How to switch Facebook agencies without losing track of your assets
Before switching agencies, check who owns the ad account, Page and pixel. Having access does not mean your business owns them. Sort out permissions, remaining funds and running campaigns before removing the old partner.
The main guide: Facebook agency ad accounts.
Build an asset inventory
Record asset IDs, owners, your permissions and the responsible contact from the business settings. Names are not enough: two accounts can have the same name. Do not reconstruct ownership from a six-month-old chat.
| Asset | Record |
|---|---|
| Business and ad account | IDs, owner, permissions and restrictions |
| Facebook Page and Instagram | Who controls them and can grant access |
| Domain and website | Registrar, DNS, hosting and responsible contacts |
| Event source and catalogue | IDs, connections and maintainer |
| Creative and reports | Source files, usage rights and available exports |
Separate access from something you can take with you
If you used an agency-owned account, do not assume you can move it into your business with its entire history. Check what the particular asset allows. Meta’s add-or-request-access guidance describes distinct operations with their own conditions.
An exported report does not become the history of a new ad account. A creative source file does not automatically grant rights to every element it contains. Agree on these details while both teams are still available.
Use a clear handover order
- Agree on a transition date and who manages campaigns until then.
- Export the reports you can access and record budgets, event choices, URLs and creative files.
- Resolve unused funds, outstanding balances and future charges. Stopping delivery is not the same as settling the account.
- Grant the new team its agreed permissions and verify the actual work can be done.
- Check live campaigns, events and billing, then remove old access according to the handover list.
During the handover, assign one person to monitor running campaigns. They should see what each team has enabled so the same ads do not run twice.
Check what remains
Review people, partners and connected tools afterwards. Investigate an unfamiliar integration before deleting it: it may still support a live workflow. If you suspect compromise or unauthorised spending, account protection and stopping that activity take priority over a routine agency handover.
A useful handover ends with working access, clear balances and named responsibilities. “Think we moved everything” is not much of a record.
Related practical guides
- How to give an agency access to Meta Business Manager
- Facebook agency account fees: calculate the real cost of ad spend
Over ten years in media buying. I write about ad platforms, account operations and the money behind campaigns. One practical question at a time.
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