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Second Bite Podcast

When Do I Bring My Management Team Into the Loop? (Founder Question Series)

May 16, 2024
26:44

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.

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