My external legal and tax advisors are not aligned and constantly give conflicting advice. How do we use the Advisor Meeting Pulse from the Step by Step Exit framework to get them on the same page as our executive team?

Question

Tyler Smith · Accepted Answer

Your corporate lawyers, CPAs, wealth managers, and exit advisors often work in silos, leading to fragmented and expensive advice. We solve this by implementing the Advisor Meeting Pulse, which is a core discipline of the Step by Step Exit framework. Think of this as a highly structured Level 10 Meeting™ specifically designed for your external advisory team.

Instead of you acting as the telephone between conflicting professionals, we bring your advisors together on a regular, structured cadence. We align them around the long-term targets established in your V/TO® and the personal objectives defined in your legacy plan. We establish a shared scorecard and a clear list of priorities for the advisory group.

During these meetings, we use the IDS® process to resolve conflicting legal and tax strategies before they cost you money. This collaborative approach forces your advisors to collaborate rather than compete for your attention. By driving this alignment, we eliminate redundant fees, accelerate your exit timeline, and ensure that your tax, legal, and operational strategies are pulling in the exact same direction.