tyler-smith.com · Questions & Answers

Our internal successor has the technical skills to run the business after our sale, but we are worried they lack the natural behavioral drive to scale the company. How do we use objective psychometric data from the Culture Index to validate they have the right traits for the visionary seat?

Evaluating an internal successor for the visionary seat based on performance alone is a high-risk gamble. Just because someone is a phenomenal operator does not mean they possess the natural behavioral traits to lead the company after your exit. To eliminate subjective gut feelings, you must use objective psychometric data from the Culture Index. This assessment tool measures core work-related behaviors, allowing you to compare your successor's natural personality profile against the demands of the visionary seat. First, define the objective requirements of the role on your Accountability Chart. Next, use the Culture Index to evaluate if your successor has the natural drive for strategic risk, autonomous decision-making, and long-term planning. If a behavioral gap exists, use this objective data to design a targeted development plan or adjust the role's responsibilities. Proving to a buyer that your leadership team possesses the exact psychological traits required to sustain growth post-sale removes immense transitional risk, securing your payout.

Category: Exit Planning

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