When and How Do I Disclose to My Company, Customers, and the Public? (Founder Question Series)

When and How Do I Disclose to My Company, Customers, and the Public? (Founder Question Series)

Founder Question Series 3

In the third edition of the Founder Question Series, Todd Taskey asks his nine guests when to disclose a transaction to the entire company, how to relay it to customers, and when to announce it to the public.

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Here’s a glimpse of what you’ll learn:

  • [01:22] How company culture influences transaction disclosures
  • [02:55] The necessity of presenting a positive and resonant message to customers pre- and post-transaction
  • [10:41] Tailoring transaction communications to various stakeholders for optimal results
  • [13:34] How to inform your team about a transaction without causing unnecessary stress
  • [19:28] Tips for balancing the timing of sharing transaction news between customers and employees

In this episode…

One of the most crucial steps in any transaction is disclosure. When and how you communicate your transaction to your team, customers, and the public can make or break the deal. What can you learn from seasoned M&A founders?

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 when and how to disclose transaction details to your team, customers, and the public. Together, they discuss the impact company culture has on transaction disclosures, how to communicate a transaction to various stakeholders, and how to balance transaction disclosure timing between parties.

Resources Mentioned in this episode

Sponsor for this episode…

This episode is brought to you by Fiscal Advocate.

Fiscal Advocate builds, integrates, and manages financial infrastructure to grow your firm.

They create metrics and models to help agencies understand their unique position in the market, making them attractive to potential buyers.

To learn more and get started, visit https://fiscaladvocate.com/contact/

Jon MorrisJon Morris is the CEO of EngineBI (formerly Ramsay Innovations), a tech-enabled finance and strategic planning company. He is also the Founder and Chairman of Fiscal Advocate, which helps marketing communication firms manage their finances. Jon began his career by turning $10k into one of the largest independent digital agencies in the US.

Matt SunshineMatt Sunshine is the Managing Partner of The Center for Sales Strategy, a sales performance consulting company helping B2B organizations attract, retain, and develop the highest-performing salespeople. Matt developed and launched the company’s inbound marketing division, LeadG2, which helps businesses establish thought leadership and lower lead costs. He’s also a writer, speaker, and moderator offering lead generation, inbound marketing, and sales process expertise.

Mike VertalMike Vertal is the Co-founder and CEO of CrafterCMS, a content management company that uses a headless+ CMS to empower teams to innovate faster, deploy sooner, and create modern, content-driven digital products. With over 28 years of executive experience in market strategy, engineering, and software, Mike served as the Co-founder, CEO, and Chairman of the Board at Rivet Logic Corporation.

Lance HollanderLance Hollander is the CEO and Managing Partner of From the Future, an agency that creates sustainable growth for businesses. He is also a Co-founder and Partner at The Agency Shop. With 25 years of experience, Lance has built and sold four digital agencies, including merging Delphic Digital with Hero Digital.

Erin CigichErin Cigich is the CEO of Perform[cb], an omnichannel solution for outcome-based marketing. Under her leadership, Perform[cb] has achieved organic revenue growth and two sales to leading private equity firms. Erin speaks at industry events and has received multiple awards for leadership, innovation, and growth.

Lindsay FreyLindsay Frey is the Co-founder and President of demandDrive, an industry leader in building sales development programs for B2B tech companies. She is also the Co-founder of Data Fuel, demandDrive’s former data offering providing actionable sales data.

Peter StaviskyPeter J. Stavisky is the CEO and Founder of Barrington Media Group, the leading performance-based radio media company in the United States. Peter is also the former President of Talk America, the single fastest-growing direct response marketing company, where he managed a staff of over 750 people and $100 million in annual revenue.

Andrew KolidasAndrew Kolidas is the Founder and CEO of Digital Impulse, a Boston-based web design and digital marketing agency. As a solutions-driven, media-savvy marketing specialist, he focuses on identifying and leveraging marketing opportunities in emerging technologies.

Kevin BiondiKevin Biondi is the Managing Partner of Power Digital Marketing, a leading, privately held growth marketing firm that acquired Sproutward in December 2022. As an accomplished digital marketing and growth leader, he has over 15 years of experience in customer acquisition and retention in the online and mobile spaces. Kevin previously served as the Founder and Head of Digital Marketing and Growth at Clientside Interactive, where he advised startups and Fortune 10 companies.