Often, in the mad dash to “get the deal done” at a price and within a timeframe that everyone can live with, we miss out on the tremendous opportunity that a transaction can present to the business. Done right, a change in ownership can be the catalyst for higher performance. Unfortunately, we have all witnessed times when the opposite has been the case. Come learn practical tips about how to provide for seamless leadership transition and capitalize on the unique window of opportunity for positive change that is created during a transaction.

1. Business Transactions:
Making the Most of an
Opportunity for Positive Change

2. Think of an example where the
business performed at a high level
post‐transaction.

3. What factors led to the
success?

4. Lessons Learned from the Search Fund
Model
Business For Sale

5. What would happen if every
member of the team knew
where the company is going
and why?

6. “If they don't weigh in, then they
won't buy in.”
– Pat Lencioni

7. How do we create clear linkages between
my job and the company goals?

8. A Picture is
Worth a
Thousand
Words . . .

9. IN CASE YOU WERE WONDERING,
THIS IS NOT A PICTURE . . .

10. Software Tools Can Help

11. Embrace Radical Transparency

12. Establish a
Frequent
Goal Setting
Rhythm

13. “3.5X More
Likely to be in
the Top
Quartile of
their
Industry.”

14. Bottoms Up & Cross
Functional Approach to Goals

15. Talent Development & Coaching
“If we treat people as
they are, we make them
worse. If we treat people
as they ought to be, we
help them become what
they are capable of
becoming.”
— Johann Wolfgang von
Goethe

16. Deep Domain
Knowledge

17. Willingness to Repeat
Hard Things, Even After
Initial Failures

18. Push Themselves Just
Beyond Their Current
Capabilities

19. "Organizations tend to assign
people based on what they're
already good at, not what
they need to work on."
‐ Geoff Colvin

20. Developmental Goals
"The best performers set goals
that are not just about the
outcome, but about the process
of reaching the outcome."

21. Deliberate Practice

22. 3‐3‐1 in 15 minutes
•What’s working?
•What’s not?
•One goal

23. Let’s Connect
Dan Griffiths is the Director of
Strategic Planning at Tanner, a
CPA firm based in Salt Lake City.
He provides strategic and
business planning, business
coaching, and leadership
development. Contact Dan at:
dgriffiths@tannerco.com
Or connect with him on LinkedIn:
www.linkedin.com/in/dangriffiths
cpa