For RIA principals navigating a merger or acquisition, one of the most challenging decisions is determining the right moment—and method—to share the news with their team. In this crucial episode of The Buyer's Boardroom, hosts Allen Darby and Jacqueline Martinez tackle this sensitive topic, drawing from real-world experiences, including those "awkward moments" many leaders hope to avoid. 

Allen and Jacqueline delve into the critical best practices for preparing and delivering this significant announcement. They explore the nuanced considerations around timing, discussing the pros and cons of informing key team members pre-LOI versus waiting until an LOI is signed. A key point of discussion revolves around the inherent risks of waiting too long, such as an employee catching wind of a potential deal months in advance and seeking opportunities elsewhere, leading to unintended talent loss. 

Listeners will learn valuable strategies for: 

• Strategic Timing: Weighing the 75% probability milestone (often associated with pre-LOI diligence needs or deal progression) against the risks of premature disclosure or delayed communication. 

• Thorough Preparation: The importance of meticulous planning before the announcement call to ensure clarity and confidence. 

• Crafting the Narrative: How to effectively outline what will happen next, providing a clear roadmap for the team post-announcement. 

• Consistent Reinforcement: Techniques for reinforcing key messages to ensure understanding and manage concerns over time. 

This episode is packed with actionable advice for any firm leader facing the pivotal moment of M&A communication, offering insights to help manage team anxieties, maintain trust, and navigate the transition with greater transparency and strategic foresight. 

Join the Conversation: We invite you to share your thoughts on this approach. Email your reactions to ⁠⁠⁠boardroom@alarisacquisitions.com⁠⁠⁠.