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Episode 36

The First 90 days after closing.

What kind of leadership do you implement in the first 90 days after closing? 

What you'll learn in this episode:

In this episode, Rich and Jason discuss why the first 90 days after acquisition are critical, and some of the most important moments in the investment process. They share a six-stage framework that’s essential to implement in the first 90-days: Stabilize before you optimize; Create clarity for calm and peace; Culture is the real asset; Find the real bottleneck; Install rhythms and not chaos; and Protect the downside. Intentional leadership during transition periods can create long-term momentum and protect the value of the business. 

 

LISTEN TO THE FULL EPISODE HERE
35:44

Episode Highlights

What you’ll learn in this episode:

(02:36) The first stage is to stabilize before trying to optimize.

(05:14) Listening and communicating with the new team helps build trust, peace, and calm during ownership transitions.

(10:56) Why company culture is often the most valuable asset acquired in a transaction.

(15:04) The episode explores how purpose-driven leadership creates stronger engagement and reduces burnout inside organizations.

(19:17) How to identify operational bottlenecks and create quick wins after an acquisition.

(21:28) Why establishing rhythms, structure, and communication cadence prevents unnecessary chaos.

(27:05) How protecting the “downside” (the bottom line) like key employees, customers, vendors, and processes preserves the value of a business acquisition.

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The Epic Investor” podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose.