100 Day Plan Materials

February 13, 2024

by a professional from University of British Columbia - Sauder School of Business in Toronto, ON, Canada

Hi Everyone,

Closing a deal in Canada next month and currently working on 100-day planning materials with the lead Searcher. Does anyone have any success stories / losses from 100-day planning post close? What are the best in class materials and resources you've leaned on. This is a second time deal so we have some precedents from a deal a few years back and stuff I used to use in private equity many years ago. Seeing if there are any fresh perspectives out there! Hit me up!

Reply by a professional
in Los Angeles, CA, USA

Thanks ^redacted‌ for the mention. Brenden, if part of your 100-day plan is professionalizing the finance function (making sure they have proper people, processes, and accounting systems in place), I work for a tech-enabled finance firm called Consero that would be a fresh perspective. We leverage a Finance as a Service offering which optimizes their finance functions in###-###-#### days and at a fraction of the cost vs building in-house. We support businesses in Canada and the US, but we’re exclusive to software, business services, and healthcare sectors. Happy to share more about the model, feel free to send me a DM.

Reply by a professional
from University of Wisconsin in Minneapolis, MN, USA

Thanks ^Luke Tatone‌, I appreciate the mention. Brenden, Here is a 100 day plan based on my own experience owning/running several businesses as well as the work I do coaching CEO's now. https://dynastylc.com/100-day-plan/

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