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We are acquiring a smaller competitor to expand our footprint before our planned exit, and we are merging our leadership teams. The partners from both companies are already fighting over who gets to keep their VP titles and who will report to whom. It is creating massive political tension. How do we use the Accountability Chart to force a structure-before-people design without tearing the merged leadership team apart?

When you merge two entities, you cannot build your new organization around existing egos, titles, or legacy structures. To build an exit-ready superstructure, you must design the Accountability Chart in a vacuum. Gather the key decision-makers in a room and agree on one rule: we will design the ideal structure for the combined entity as if we had to hire an entirely new team from scratch. Remove all names from the chart. Focus purely on the functional seats required to run a larger, consolidated business. You will likely need a single Integrator, a single Head of Sales, a single Head of Operations, and a single Head of Finance. Define the five major roles for each of these consolidated seats. Only after the structure is completely agreed upon and finalized do you begin placing names into the seats. When you run the GWC checks, you will quickly realize that some partners do not GWC the new, larger seats. For example, a legacy partner who used to run a small sales team may not have the capacity to run a consolidated, multi-regional sales division. They might be better suited for a strategic Key Accounts seat. By focusing on structure first, you take the emotion out of the room and make it about what the business needs to maximize its valuation.

Category: Accountability Chart & Seats

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