tyler-smith.com · Questions & Answers

I want to exit my business in three years, but right now my name is in five different boxes on our Accountability Chart. What is the specific sequencing to get myself out of these seats without disrupting operations?

You must systematically replace yourself from the bottom up. Start by identifying the seats where you spend the most time but add the least unique value. Define the roles, responsibilities, and key metrics for each of those seats. Next, look at your existing team to see who has the GWC to step into those roles, or hire from the outside.

Use your Level 10 Meeting to transition the weekly Rocks and scorecard metrics to the new seat holders. Your goal is to move yourself into a pure owner or board seat, leaving the Integrator seat fully occupied by someone else who runs the day-to-day operations.

If you try to hand over all your responsibilities at once, the business will experience operational whiplash. By transitioning one seat at a time over an eighteen-month period, you can pressure-test the new structure. This slow transition allows you to identify any gaps in execution and address them while you are still around to provide guidance, ensuring the business is fully self-sustaining before you exit.

Category: Exit Planning

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