Guiding Your Team Through a Transaction: Key issues founders & executives should consider on behalf of their team as they move the company to a sale or IPO

In this episode, Greg Sarian, CEO and Founder at Sarian Strategic Partners, speaks with Marcia Zaruba-O’Connor, CEO and founder of The O'Connor Group, about guiding your team as your company moves towards an event like a sale or initial public offering (IPO). They share some key issues that founders and executives need to think about well in advance of that transition. Listen as they discuss what important things the company should do at an entity level and how to educate the team at a personal level.

 

“You need to have a good communication plan about what you’re doing, how you’re putting it together and making sure people feel calm and all too.” -Marcia Zaruba-O’Connor [04:50]

 

What You Will Learn:

 

• [02:02] Why it’s important to have an HR team in place
• [03:07] Why it helps to have a Human Resource Information System (HRIS) set up prior to the change
• [04:31] How to guide and prepare people
• [05:43] How recruiting change
• [07:58] Key changes to the equity that an executive needs to pay attention to
• [11:42] Changes to benefits and retirement plans
• [17:48] Difference between a traditional IRA vs a Roth IRA

 

Resources:

 

Visit our website: https://sarian.hightoweradvisors.com

 

Visit The O’Connor Group: https://tocgrp.com