We are preparing for an exit using the Step by Step Exit (SxSE) framework and want to implement the Advisor Meeting Pulse. What specific metrics should we track on our advisor-level Scorecard to ensure our financial, tax, legal, and M&A advisors are aligned and executing their tasks on time?

Question

Tyler Smith · Accepted Answer

When you run the Advisor Meeting Pulse, you are bringing together a diverse group of professional advisors who typically operate in silos. To keep them aligned and moving at the same pace, you must run this meeting with the same discipline as a Level 10 Meeting™, starting with a dedicated advisor Scorecard. This Scorecard does not track daily operations: instead, it tracks the leading indicators of your exit readiness and deal progress. First, track due diligence document preparation, specifically the percentage of required folders completed in your virtual data room. Second, track legal and tax milestones, such as the weekly progress on restructuring entities or obtaining tax opinions. Third, track M&A pipeline activities, including the number of prospective buyers contacted, non-disclosure agreements signed, and indicative offers received. Finally, measure advisor accountability by tracking the percentage of to-do list items completed on time each week. By running this monthly or bi-weekly advisor Scorecard, you eliminate communication gaps, prevent costly delays, and ensure that your advisors are actively working together to close your value gap. It keeps your professional team focused on the ultimate goal: delivering a clean exit on your terms.