Session 5: Operating – Prepare for Day 1 & Beyond – 4/25/26
Shift your focus from “getting the deal done” to what happens once you actually own the business.
We’ll cover:
Day 1
What your first days and weeks as CEO should look like: how to show up with the team, what to observe, what not to change immediately, and how to set the tone for your leadership.Operational Changes & Value Creation
How to think about early changes in a way that balances stability and improvement—where to focus first, how to avoid common operator traps, and how to start building a value‑creation plan you can actually execute.Pitch Preview
A working preview of your narrative or pitch, with space to refine how you talk about your operator mindset, value‑creation ideas, and “Day 1” plan to investors, lenders, and sellers.
By the end of this session, you’ll be better able to:
Assess and plan for operational changes from Day 1, supporting a smoother transition into the CEO role, and
Preview and refine your narrative or pitch, setting the stage for clearer, more compelling conversations with investors, lenders, and business owners.