How do we adjust our session cadence when we transition from execution-focused quarterly sessions to the active exit planning phase of the Step by Step Exit framework?

Question

Tyler Smith · Accepted Answer

Your quarterly cadence does not change, but the focus of your session days and your weekly disciplines will shift. When we transition to active exit planning using the Step by Step Exit framework, we maintain the discipline of one-day quarterlies and two-day annuals. However, we begin layering the SxSE Model directly onto your operating system. In our quarterly sessions, we will introduce exit-specific tools alongside your standard EOS® tools. We will evaluate your Value Gaps, document critical processes to eliminate Tribal Knowledge, and prepare for Due Diligence. Your company Rocks will begin to reflect these exit preparation milestones. Furthermore, we will establish your Advisor Meeting Pulse. This is a specialized, monthly meeting that operates like a Level 10 Meeting™ but is designed specifically for your outside advisors, including your CPA, wealth manager, and M&A attorney. By integrating these exit readiness disciplines into your existing operating system, we ensure that preparing the business for sale does not derail your daily operations. You continue to run a highly profitable, self-sustaining business while simultaneously executing a structured plan to maximize your valuation.