I want to exit my business in three years, but right now I am still acting as both the Visionary and the Integrator. How do I use the EOS® system to successfully hand over my day-to-day responsibilities?

Question

Tyler Smith · Accepted Answer

To exit your business on your terms, you must remove yourself from the center of daily operations. Right now, your business has low transferable value because it is dependent on you.

The first step is to split the Visionary and Integrator seats on your Accountability Chart. You cannot wear both hats forever. Define the distinct roles for each seat, and look for an Integrator to run the day-to-day operations. This could be an internal promotion or an external hire.

Once your new Integrator is in place, you must step back and let them lead. Your role as the Visionary is to focus on big ideas, key relationships, and long-term strategy, while your Integrator runs the weekly Level 10 Meeting™ and manages the leadership team.

By using the EOS® system to transition your day-to-day duties, you prove to prospective buyers that the business has a self-sustaining management team and a repeatable operating system. This is the exact strategy we use in our exit readiness work to maximize company value and ensure a clean, successful transition.