We want to ensure our leadership team stays motivated after the transition to hit the milestones that unlock our transaction rollover value. How do we align their performance targets with our EOS framework?

Question

Tyler Smith · Accepted Answer

Keeping your leadership team aligned and focused after a transaction is critical, especially when a portion of your deal value is tied up in a rollover or earnout. You must align their personal goals with the strategic goals of the combined entity. Start by mapping out your post-close operational milestones directly onto your V/TO. This keeps everyone focused on the same vision. Translate these milestones into specific, measurable quarterly Rocks for each leadership team member. Use your Accountability Chart to clarify who is responsible for executing the integration tasks. To maintain motivation, implement a transaction bonus program or a phantom equity plan that rewards the team for hitting these milestones. Review progress weekly during your Level 10 Meetings to ensure any integration issues are identified and solved quickly using IDS. By maintaining your structured operating model, you provide your team with a sense of stability during a chaotic transition. This structural support keeps them focused on execution, protecting your rollover value.