Tom Geen

Managing Partner

Asked a question 2 years ago

At my last company, we successfully implemented EOS alongside a professional implementer. It was a TRUE success and the past organization is thriving. Huge fan of EOS! Now I am in the process of acquiring a new company and in the process of building trust, rapport, and direction for the leadership team at “NewCo”. My question for the group has two parts: 1) Succession Planning / Business Transition Planning: Any advice, experts, or “proven methods” for going through an ownership transition and purchase? I’m hoping there are some “tools” or experts out there to bounce ideas around. We have 12 months until the acquisition will take place and I want to make the very best use of the time getting the RP/RS etc. 2) EOS Implementation Timeline for a New Leader: Advice, guidance, or expertise around how long you should wait to implement EOS as a new leader to an organization? No “right” answer I supposed to want to hear anyone’s experiences or advice. Especially if the leadership team is going to expand over the next 12m and a few current members will be retiring. Better to wait until the new team is in place or start as you are building? Thank you in advance to the group!