We know the buyer will audit our organization chart to see if we have a stable leadership team. How do we use the Accountability Chart and GWC to clean up personnel issues before we begin due diligence?

Question

Tyler Smith · Accepted Answer

A buyer's due diligence team will carefully audit your organization to ensure you have a stable, capable leadership team. If they see people in key seats who lack the capability to scale, or if they see a high-turnover environment, they will discount your valuation. You must clean up your personnel issues before you go to market.

In the EOS® framework, this means reviewing your Accountability Chart and ensuring that every single person in a leadership seat has the GWC™ to perform their role. They must Get it, Want it, and have the Capacity to do it.

On your exit runway, you must make the hard decisions you have been putting off. If you have a loyal, long-term employee who has hit their ceiling and can no longer handle the demands of their seat, you must address this issue. Either move them to a seat where they can succeed, or transition them out of the organization.

Use objective data, such as Culture Index™ surveys, to ensure your people are in the right seats.

By presenting the buyer with a clean, fully aligned Accountability Chart where every leader is executing at a high level, you prove that the business is built on a solid human foundation that is ready for expansion.