Our legal counsel, CPA, and wealth advisor do not talk to each other. How does your Advisor Meeting Pulse actually get these professionals aligned with our quarterly business cadence?

Question

Tyler Smith · Accepted Answer

Your legal, tax, and wealth advisors often work in silos, which leads to conflicting advice and strategic bottlenecks. The Advisor Meeting Pulse, which is part of the Step by Step Exit framework, bridges this gap by bringing your external advisors into a structured communication cadence. We do not expect these professionals to attend your weekly executive meetings. Instead, we establish a specialized Advisor Level 10 Meeting™ that occurs on a regular, less frequent basis. During these sessions, we use a shared scorecard and an issues list specifically focused on your exit transition. We bring your key advisory team, including your CPA, transactional attorney, and wealth manager, into the same room or virtual call. By applying the standard IDS® process to their specific disciplines, we force them to resolve conflicting opinions on valuation, tax structures, and asset protection. This process stops the endless cycle of back-and-forth emails and ensures your entire professional team is working to support the strategic goals defined on your V/TO®.