tyler-smith.com · Questions & Answers

I want to prepare my business for an acquisition in three years, but I am currently sitting in the Visionary, Sales, and Marketing seats. To show buyers that the business does not rely on me, which of these seats do I need to delegate first, and how do I transition it?

To prepare your business for a clean exit, you must prove to buyers that the company can run and grow without your daily involvement. Holding the Visionary, Sales, and Marketing seats makes you a major single point of failure.

You must delegate your seats systematically, starting with Sales. Sales is typically the most critical seat to transition because buyers want to see that customer acquisition is driven by a system, not by the personal relationships of the owner.

If you are the primary rainmaker, your business is not easily acquirable. Begin by hiring or promoting a Head of Sales who can own the entire sales pipeline, manage the CRM, and hit the revenue targets. Use the GWC process to ensure they have the capacity to run this seat independently.

Next, delegate the Marketing seat. Marketing and Sales are often combined early on, but they require different skill sets. Your Head of Marketing should own lead generation, brand messaging, and digital acquisition channels, freeing you from tactical campaigns.

By shedding these operational seats, you can elevate yourself into the pure Visionary seat. In this role, you will focus on big-picture strategy, major industry relationships, and high-level strategy, while your Integrator runs the day-to-day business. This clean structure shows a buyer that the leadership team drives the company performance, making your business far more valuable.

Category: Accountability Chart & Seats

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