The two-phase post-close cadence.
A 3-step process for the two-phase post-close cadence.
- Weeks 1-2: Listen and shadow Change nothing operationally. Shadow the seller through their normal week. Meet every employee individually. Attend customer calls. Review the actual workflow for the 10 most common business functions. You are learning how the business actu (Weeks 1-2)
- Weeks 3-4: Identify and prioritize Based on what you observed, sort potential changes into three categories: quick wins that you can execute in 30 days with low disruption (invoicing, collections, website, small pricing corrections), medium-term priorities at 60 to 90 days ( (Weeks 3-4)
- Days 31-60: Execute quick wins and reduce seller dependency Begin executing only the quick wins from your prioritization. Run the structured knowledge transfer with the seller (see the next section). Start the key-employee step-up plan: real titles, actual raises, formal responsibilities. Do not jus (Days 31-60)
- Listen and shadow transforms Identify and prioritize: Step 1 naturally follows from the prior action.
- Identify and prioritize transforms Execute quick wins and reduce seller dependency: Step 2 naturally follows from the prior action.
Stabilize before you optimize
The business is generating cash on day one. Every change you make is a risk to that cash until the change is proven. Earn the right to change things by first demonstrating that you can run what exists.
This course is operational guidance, not investment, legal, tax, or financial advice. SilverShore Partners is not a registered broker-dealer or investment adviser; in qualifying private-company transactions we may operate within the federal M&A broker exemption under Section 15(b)(13) of the Securities Exchange Act. Confirm specifics with your own advisors.