Since we are aiming for a clean exit using your Step by Step Exit disciplines, how does our regular quarterly cadence change when we need to start integrating our wealth managers and accountants into the planning?

Question

Tyler Smith · Accepted Answer

Preparing for a clean exit using the Step by Step Exit disciplines requires expanding your communication loop, but it does not mean your advisors join your leadership team quarterly sessions. Your core EOS® session days remain exclusively for your leadership team.

To align your wealth managers, corporate attorneys, and M&A advisors, we implement the Advisor Meeting Pulse. This is a separate, structured meeting cycle that runs parallel to your standard EOS® quarterly cadence.

Think of it as a specialized Level 10 Meeting™ designed specifically for your professional advisors. During this pulse, we review an advisor scorecard, track exit-related priorities, and use the IDS® tool to resolve gaps between your current business value and your target exit value.

This keeps your internal leadership team focused on running the day-to-day operations and building real enterprise value, while keeping your external advisors aligned on the legal, tax, and financial structures of the transaction. My role is to help you set up this cadence and ensure your advisor network is executing their tasks with the same discipline your internal team uses.