Transforming: Tales of Business Evolution

Governance Series: Implementing Operating Models in Your Firm

Jun 9, 2025
Chris Sullivan, CPA and Managing Partner of VSH CPAs, and Amber Goering, CPA and Owner of Goering & Granatino, share their insights on implementing the Entrepreneurial Operating System (EOS) in their firms. They discuss the challenges and strategic planning needed for successful adoption. Both guests highlight how EOS enhances quick decision-making and fosters a culture of accountability. The conversation emphasizes the importance of structured governance and effective communication in transforming firm operations and empowering growth.
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ANECDOTE

Amber's EOS Scaling Story

  • Amber Goering shares how EOS helped scale her entrepreneurial firm from about 10 people in 2018.
  • They religiously followed EOS meeting structures like L10 meetings and updated strategic plans yearly.
ANECDOTE

Challenges Implementing EOS

  • Chris Sullivan describes challenges like tearing down old structures and the time commitment EOS implementation demands.
  • They learned that a bigger initial push might have been better than rolling out in steps.
ADVICE

Leverage IDS for Problem-Solving

  • Use the EOS meeting portion called IDS to identify, discuss, and solve issues efficiently in weekly meetings.
  • This prevents wasting time in unplanned interruptions and helps assign clear action items.
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