As we prepare the business for an eventual exit, how do we establish a separate weekly or monthly Advisor Meeting Pulse using the Level 10 Meeting format to keep our lawyers, bankers, and CPAs aligned?

Question

Tyler Smith · Accepted Answer

To achieve a clean transition using the Step by Step Exit framework, you cannot let advisor coordination overwhelm your daily business operations. You must establish a separate, dedicated Advisor Meeting Pulse using the Level 10 Meeting™ structure.

This is not for your regular leadership team. It is a distinct meeting held bi-weekly or monthly with your key transaction advisors, such as your M&A attorney, CPA, and investment banker.

Use the same Level 10 Meeting™ agenda to review transaction priorities, track due diligence progress on an advisor scorecard, and IDS® transferability risks. This keeps your advisors out of silos and prevents costly billable hours spent on miscommunication.

It also ensures your core leadership team remains focused on running the business, preserving the company's valuation while you prepare for the exit. By running a structured advisor pulse, you maintain control of the transition process rather than letting external advisors hijack your schedule and run up their bills.