We want to implement EOS but also need to actively build our exit strategy using the Step by Step Exit framework. How do these two separate processes run concurrently during our session days without creating operational whiplash for our leadership team?

Question

Tyler Smith · Accepted Answer

Running two business methodologies simultaneously sounds like a recipe for confusion, but the Step by Step Exit framework is specifically built to run on top of your EOS® foundation. Because Step by Step Exit is a licensed exit readiness solution, we do not run a separate set of meetings. Instead, we weave the six exit disciplines directly into your existing quarterly and annual sessions.

For example, during our V/TO® review, we analyze your Value Gaps and identify your target valuation levers. When we build your Accountability Chart, we address Tribal Knowledge by identifying which processes must be documented, automated, or transferred to ensure the business can run without you.

Your exit planning priorities do not become a separate to do list. They are written as quarterly Rocks and assigned to specific team members who GWC™ those roles. If exit preparation reveals operational bottlenecks or legal issues, those are placed on your Issues List and solved during our sessions using IDS®. This integrated approach ensures your leadership team stays focused on one unified operational path that simultaneously drives daily execution and builds transferrable value.