One of the disciplines in the Step by Step Exit framework is the Advisor Meeting Pulse. How does this fit into our engagement with you, and do you facilitate these external advisor meetings as well?

Question

Tyler Smith · Accepted Answer

The Advisor Meeting Pulse is a critical discipline designed to align your external professionals so they do not work at cross-purposes during your exit. Typically, your accountant, estate attorney, investment banker, and wealth manager operate in silos, which often leads to costly errors and delayed transactions. We solve this by establishing a structured meeting cadence with your outside advisory team. While I do not sit in on every single tactical advisor meeting, I help your leadership team establish the structure, scorecard, and accountability flow for these sessions using the same meeting disciplines you learn in our quarterly sessions. We treat your outside advisors as a specialized project team. They are assigned specific priorities, and we hold them accountable to your exit timeline. By extending these operational meeting habits to your professional advisors, you eliminate friction and ensure your legal, financial, and tax strategies are perfectly coordinated. This saves you significant professional fees and ensures that when the time comes to execute your exit, your entire advisory team is aligned and ready to move fast.