We need to designate an internal project manager to handle the massive administrative burden of our upcoming exit transaction without distracting our COO from daily operations. What Kolbe A™ Index profile should we look for when hiring or assigning someone to lead this intensive corporate cleanup?

Question

Tyler Smith · Accepted Answer

Preparing a business for sale is an incredibly demanding project that can easily distract your executive team from running the daily operations. To prevent this, you should designate an internal project manager to oversee the exit preparations, but you must ensure they have the correct conative profile for the role. Using the Kolbe A™ Index, look for an individual with a high Follow Thru drive and a strong Fact Finder instinct.

A high Follow Thru profile naturally excels at organizing, structuring, and systematizing complex projects. They will thrive on the methodical task of building your due diligence data room, gathering historic financial records, and ensuring all corporate files are pristine. Pair this with a strong Fact Finder drive, which ensures they will meticulously research and document every detail without cutting corners.

Avoid assigning this role to someone with a dominant Quick Start profile, as their natural drive is to innovate and take risks, which can lead to disorganized folders and incomplete records during a rigorous audit.

Once you identify the right person, update your Accountability Chart to clarify their responsibilities and give them the authority to gather files from other departments. By aligning the conative strengths of your transition manager with the administrative demands of due diligence, you protect your executive team's time and ensure your exit preparations are completed with absolute precision.