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Your first 90 days as owner
Listen first, keep the people and customers you paid for, and take over the systems the seller carried in their head.
Key employees and customers retained, every account and system transferred, and an operating plan grounded in what you learned rather than what you assumed.
- 01
Listen, then diagnose, then act
The first weeks shape trust more than anything you change. Resist both failure modes: changing everything at once, or changing nothing for a year.
- 02
Protect the people and customers you paid for
Talk to employees on day one, and reintroduce yourself to key accounts with the seller alongside you from a structured list rather than a vague promise.
- 03
Take over every system, account, and relationship
Passwords, vendor accounts, licenses, and the undocumented know-how the seller carries. Shadow specific tasks during the transition period, and keep a register of what has actually transferred.
Watch out for
- Letting the seller’s transition period expire before the know-how has transferred.
- Announcing big changes before you understand why things are done the way they are.
This guide is for informational and educational purposes only. It does not constitute legal, tax, financial, investment, or lending advice, and is not a substitute for advice from a qualified attorney, accountant, lender, or other licensed professional.