tyler-smith.com · Questions & Answers

Our current Integrator is fantastic at keeping the team aligned, but they have a low Follow Thru score on the Kolbe index. How do we ensure they do not collapse under the administrative weight of the upcoming due diligence process while trying to keep our weekly Level 10 Meetings productive?

A low Follow Thru Integrator excels at keeping teams aligned and driving momentum, but they will quickly burn out when faced with the relentless administrative demands of a due diligence process. Due diligence requires meticulous record-keeping, systematic data collection, and extreme attention to detail, which directly opposes their natural conative strengths.

To prevent a collapse, you must adjust your Accountability Chart during your exit runway. Do not force your Integrator to act against their hardwired drives. Instead, create a temporary Transaction Manager seat on the chart and assign it to someone with a high Follow Thru conative profile. This might be your financial controller or an external advisory specialist.

This temporary seat is accountable for organizing the data room, coordinating with lawyers, and answering the buyer's detailed data requests. This structural adjustment allows your Integrator to remain focused on running the daily operations and keeping the leadership team aligned.

Your Integrator must keep their energy focused on maintaining healthy weekly Level 10 Meetings™ and ensuring the company hits its quarterly Rocks. If operational performance slips because your Integrator is buried in due diligence spreadsheets, the buyer will use that momentum loss to renegotiate the purchase price. Protect your Integrator's natural conative strengths, delegate the administrative burden, and maintain operational consistency to preserve your valuation.

Category: Exit Planning

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