Day 1 Planning and Transition

searcher profile

November 08, 2021

by a searcher from Northwestern University - Kellogg School of Management in Philadelphia, PA, USA

I'm very interested in talking to people who are willing to share their Day 1 and owner transition experiences .....

I'm starting to think through things like choosing and setting up the new accounting software, outsourcing payroll, benefits transition, HR outsourcing, phone systems, IT support, introducing myself to employees, introducing myself to customers/vendors, how to be most productive during the transition with the sellers who will stay for a period of time, etc.


Would anyone be willing to share their experiences over a quick call? DM me or email redacted much!

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commentor profile
Reply by an investor
from Harvard University in Toronto, ON, Canada
Gary, I hope you will find this blog post to be helpful: https://inthetrenches.net/2021/09/30/lessons-from-my-first-month-as-the-ceo-of-a-newly-acquired-company/
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Reply by a searcher
from Emory University in Atlanta, GA, USA
Gary, I am reading this 1 year after you posted here and I cannot thank you enough! We are ~3 weeks away from closing and your comments about intentionally building culture with your actions and the process being a marathon (importance of self-care) were wonderful reminders. Thank you!
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