We are preparing our business for a sale and want to implement the Step by Step Exit model, but we are worried that adding an Advisor Meeting Pulse on top of our leadership Level 10 Meetings™ will overwhelm our calendar. How do we balance both?

Question

Tyler Smith · Accepted Answer

Preparing for a clean exit requires dedicated focus, but it should not break your operational stride. The Step by Step Exit model introduces the Advisor Meeting Pulse, which is a specialized Level 10 Meeting™ for your exit advisory team. This is not meant to be a daily distraction for your internal leadership team. First, understand the division of labor. Your weekly leadership Level 10 Meeting™ remains focused on running the business, hitting operational metrics, and achieving your quarterly Rocks. This is critical because maintaining strong operational growth and profitability is the single most important factor in maximizing value for potential buyers. Second, schedule the Advisor Meeting Pulse on a separate, less frequent cadence, or limit the internal team's involvement. The advisor pulse typically includes your key exit advisors and only the owner or Integrator, not the entire leadership team. This meeting focuses strictly on exit-focused priorities, resolving value gaps, and documenting tribal knowledge. Third, bring key exit-readiness tasks into your leadership meeting only when they require operational execution, framing them as quarterly Rocks. By keeping these two meeting pulses distinct, you protect your leadership team from exit fatigue while ensuring your advisors stay aligned and accountable. This structured approach proves to buyers that you have a disciplined business that can operate independently of the owner.