Once we start our exit preparation under your Step by Step Exit framework, how does the Advisor Meeting Pulse integrate with our weekly internal leadership team meetings?

Question

Tyler Smith · Accepted Answer

Your weekly internal Level 10 Meeting™ is designed solely for your leadership team to drive accountability, track weekly metrics, and solve operational issues. It is the heartbeat of your daily business operations. The Advisor Meeting Pulse, which is part of the Step by Step Exit framework, operates on a completely separate, monthly or quarterly cadence. This meeting pulse is where we bring together your external professional advisors, such as your investment banker, estate planner, CPA, and tax attorney, into a structured alignment meeting. We run this meeting using a modified Level 10 Meeting™ format to ensure your advisors are not working in silos or billing you for redundant work. Your leadership team continues to focus on running the business and hitting quarterly Rocks, while the Advisor Meeting Pulse focuses entirely on tax structures, wealth preservation, and transaction preparation. We document the notes, action items, and issues from both meeting pulses inside your Circle workspace. This clear separation ensures that your external advisors remain focused on maximizing your net proceeds and managing the transaction mechanics, while your leadership team remains focused on maintaining operational excellence and driving business value.