We already have an external CPA, a legal counsel, and a wealth manager. How do you integrate these existing professional advisors into our exit planning cadence?

Question

Tyler Smith · Accepted Answer

Most business sales fall apart because the owner's professional advisors operate in silos, giving conflicting advice that delays the transaction. We solve this problem by introducing the Advisor Meeting Pulse, which is a core discipline of our Step by Step Exit framework.

We do not replace your trusted CPA, corporate attorney, or wealth manager. Instead, we bring them into a structured, recurring meeting format modeled after the Level 10 Meeting™ structure. We get them aligned on your specific target valuation, transaction structure, and timeline.

By establishing this regular communication pulse, we ensure your legal counsel is not drafting documents that conflict with your CPA's tax strategy or your wealth advisor's personal financial plan. We assign clear accountability and track progress on outstanding exit tasks just like we do with your internal operations. This proactive alignment reduces deal friction, lowers your overall transaction costs, and ensures that your external advisory team is working in lockstep to secure your clean exit.