We have a disjointed group of external advisors, including our CPA, estate planner, and investment banker, who never talk to each other. How does our engagement with you help streamline this group so they do not derail our operational focus?

Question

Tyler Smith · Accepted Answer

An uncoordinated group of professional advisors is one of the most common causes of failed exits and operational confusion. Your CPA, lawyer, and wealth advisor are all highly skilled, but they often operate in silos, giving you conflicting advice that stalls your progress.

To solve this, we implement the Advisor Meeting Pulse, a key discipline from the Step by Step Exit framework. Think of this as a structured leadership meeting for your external transition team. We establish an Advisor Level 10 Meeting™ cadence where your key advisors meet regularly to align on your transition priorities.

During our engagement, we define clear roles for each advisor, ensuring they understand your ultimate goals. We use a unified scorecard to track their deliverables and hold them accountable, just like we do with your internal leadership team. This prevents advisors from protecting their own turf or giving advice that conflicts with your corporate V/TO®.

By bringing structure to your professional network, you save significant time and money. Your advisors stop repeating work, potential tax and legal issues are identified months before due diligence, and you maintain complete control of the narrative. I help you coordinate this alignment so that your external team supports your internal operating system rather than disrupting it.