We are using the Step by Step Exit model to prepare our business for transition, but we are confused about how to structure our weekly Advisor Meeting Pulse alongside our internal Level 10 Meeting™. How do we prevent these two distinct pulses from overlapping, and who needs to be in each room to ensure a clean exit?

Question

Tyler Smith · Accepted Answer

When you run your business on EOS® and prepare for a clean transition using the Step by Step Exit model, you must run two distinct meeting pulses. The internal Level 10 Meeting™ is focused on running the day-to-day operations and hitting your quarterly Rocks. The Advisor Meeting Pulse is a separate, dedicated meeting designed to align your external advisors, such as your exit planner, CPA, and legal counsel, around your transition timeline and value-gap targets.

To prevent these two meetings from overlapping or creating confusion, keep them strictly separated. Your internal Level 10 Meeting™ remains the domain of your leadership team. It is where you solve operational issues, some of which may include internal exit preparation tasks like documenting processes or building owner independence.

The Advisor Meeting Pulse is a monthly or quarterly session that includes your core advisors and is typically led by your Integrator or exit planner. Its purpose is to track the progress of your Step by Step Exit roadmap, review the transaction-readiness scorecard, and resolve issues related to valuation, tax planning, and legal due diligence. By keeping these two pulses separate, you protect your leadership team from being overwhelmed by complex transaction details while ensuring your exit strategy moves forward with absolute accountability.