After the deal discussion.

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June 14, 2025

by a searcher from Montana State University in Missoula, MT, USA

What do you do once the deal is complete and you are the owner? What's the first thing you look to fix or improve. Is there a baseline you try ensure as far as COGS, wages and expenses? Are you looking for an operator? I'd love to hear from you. My usual procedure is to fix or improve the baseline and margins and then go into a value stream mapping of the process. Arguably you could say this should be done during due diligence, but I like to move a bit faster. And yes it has gotten me into some tough situations. Ha Ha!
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Reply by a searcher
from University of Washington in Redmond, WA, USA
hey Daniel, here is how I approach it. 1. Get the books right. The numbers tell you the story 2. Through pre-close DD, I usually map out all things I wanted to fix. I prioritize this and starts executing. Usually I prioritize revenue growth over cost optimization in a well run business 3. If its a well run business, I usually do not focus on changing the team or execution path for the 1st three months. I learn and observe during this time. I focus on understanding the data and the reason why its going up/down. - learning the nuances of the key metrics 4. If there are obvious things that you can optimize on the cost side, I will do it.
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Reply by a professional
from Northwestern University in Chicago, IL, USA
Hi Daniel, I’m happy to offer some insights and chat more. You can reach me at redacted
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