How to Navigate the First 90 Days Post-Acquisition - The Intentional Owner #15
In this episode of The Intentional Owner, Sam Rosati and Kaustubh Deo dive deep into the critical first 90 days following a business acquisition. Drawing from their own operating experience, they discuss tactical items like transition checklists and asset conversion, while also exploring the softer—but equally important—aspects of communication with employees and customers. They examine the nuances of announcing a deal, managing early team dynamics, and the risk of misaligned retention strategies. Along the way, they share candid reflections on the evolving identity of a business owner and the long road to earning trust and building cultural buy-in.
They discuss:
• Practical challenges and checklists for the first week of an asset deal transition
• Strategic communication approaches for customers and employees post-close
• Why retention bonuses can backfire and what to consider instead
• The long timeline and emotional complexity of "owning" a business culturally
• How to assess operator readiness in self-funded search deals
• A valuable episode for anyone navigating the early stages of ownership or evaluating what it really means to lead a small business.
Topics:
00:00 - Intro
01:02 - Catching up
06:06 - First 90 days post-acquisition
16:19 - Communication with the team
23:32 - Retention bonuses
33:03 - The moment an acquirer feels like the business has become their own
39:14 - Feeling like you’ve earned the team’s trust, and such that you can make fundamental changes
51:28 - Becoming better at assessing potential operators