
When Do I Bring My Management Team Into the Loop? (Founder Question Series)
Explicit content warning
05/16/24 • 26 min
In the second installment of the Founder Question Series, Todd Taskey interviews his nine guests about when to alert your management team to a transaction.
In this episode...When navigating a transaction, when should you inform your management team? Nine founders weigh in on how to effectively position a transaction for your team.
Jon Morris, Matt Sunshine, Mike Vertal, Lance Hollander, Erin Cigich, Lindsay Frey, Peter Stavisky, Andrew Kolidas, and Kevin Biondi talk with host Todd Taskey about involving your executive team in a transaction. Together, they discuss how disclosure timing impacts equity structure, how to relay transaction plans during due diligence, and the importance of culture fit during the process.
In the second installment of the Founder Question Series, Todd Taskey interviews his nine guests about when to alert your management team to a transaction.
In this episode...When navigating a transaction, when should you inform your management team? Nine founders weigh in on how to effectively position a transaction for your team.
Jon Morris, Matt Sunshine, Mike Vertal, Lance Hollander, Erin Cigich, Lindsay Frey, Peter Stavisky, Andrew Kolidas, and Kevin Biondi talk with host Todd Taskey about involving your executive team in a transaction. Together, they discuss how disclosure timing impacts equity structure, how to relay transaction plans during due diligence, and the importance of culture fit during the process.
Previous Episode

Do I Have a Boss Now? (Founder Question Series)
In this exclusive episode, host Todd Taskey asks nine founders the question, “do I have a boss following a transaction.” They delve into the changes business owners will experience in their daily lives after selling their companies.
In this episode...Do you have to work under an executive after selling your business? What will your day-to-day involve?
Jon Morris, Matt Sunshine, Mike Vertal, Lance Hollander, Erin Cigich, Lindsay Frey, Peter Stavisky, Andrew Kolidas, and Kevin Biondi talk with host Todd Taskey about whether founders will have a boss following a transaction.
Next Episode

When and How Do I Disclose to My Company, Customers, and the Public? (Founder Question Series)
In the third edition of the Founder Question Series, Todd Taskey asks his nine guests when to disclose a transaction to the entire company, how to relay it to customers, and when to announce it to the public.
In this episode...One of the most crucial steps in any transaction is disclosure. When and how you communicate your transaction to your team, customers, and the public can make or break the deal. What can you learn from seasoned M&A founders?
Jon Morris, Matt Sunshine, Mike Vertal, Lance Hollander, Erin Cigich, Lindsay Frey, Peter Stavisky, Andrew Kolidas, and Kevin Biondi talk with host Todd Taskey about when and how to disclose transaction details to your team, customers, and the public. Together, they discuss the impact company culture has on transaction disclosures, how to communicate a transaction to various stakeholders, and how to balance transaction disclosure timing between parties.
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