Your New Boss Is a PE Firm | An HR Guide

I built this workbook for the CHRO, VP of People or HR Director who is lying awake over a new boss nobody interviewed. It is a full 27 pages, designed to be printed or filled out digitally, with plenty of space for your own notes.

Inside, you will work through:

• The questions to bring to your first PE table meeting so you show up as a partner.

  Questions that keep you on the owners’ must keep radar.

• Plain language translations of the deal terms your owners use every day.

• A readiness score across competencies that you can retake and track.

• An institutional knowledge map

• A succession bench for every role the business cannot afford to lose.

• A phased checklist that walks you through days 1 to 100.

• A Friday sweep that helps you close the week and actually sleep at night.

• Four choose your journey paths so the plan meets you where you stand.

How the workbook works
Print it or fill it in digitally. Every page leaves room for your notes and honest reflection. You start with a trust check and the facts of your deal. Then you decode the five year plan, learn the language and prepare for the table. Your readiness score sends you to the journey that fits your situation right now. Each Friday you run the sweep and log your progress.

Who this workbook is for
This workbook is for CHROs, HR directors and people leaders whose company was just bought by private equity. It works in every industry, from healthcare and tech to law firms, accounting practices and family owned businesses. If you are leading HR through a sale, a roll-up or a new owner, this was built for you.

Why I created this workbook
I have spent more than 17 years in HR helping leaders through growth and change. Strong HR leaders deserve a playbook when the ownership changes. This is the guide I wish every one of them had on day one.

What you get today
You get 26 printable pages as an instant PDF download.