8 | Defining Mission and Vision
Your mission sets daily priorities. Your vision defines growth. Both improve speed, culture, and decisions. Even if you're buying an existing business, it's about to become your business. Start by answering:
T Bank Insight When buyers come to us with a clear mission and a basic 5-year vision, we know they’ll be strong operators. It’s one of the fastest green flags for our underwriting team.
Who do we serve? What do we deliver? How do we behave?
This becomes your mission. Tie it to behaviors (e.g., “two-ring rule” for answering phones; “next-day proposals” for responsiveness). People follow what’s modeled and measured. Next, define your five-year vision — geography, headcount, margin goals, and service lines. A clear endpoint informs who you hire and what systems you build now.
“Mission is your filter. Vision is your compass.”
Action Checklist Draft a one-sentence mission and test it out loud Pick three values and how they show up in behavior Set two five-year targets (locations, EBITDA margin, etc.) Quick Summary A clear mission accelerates decision-making. A sharp vision aligns your team and capital allocation.
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For informational purposes only. Not legal, tax, or financial advice.
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