We already have a wealth manager, a corporate CPA, and an M&A attorney. When we use the Step by Step Exit framework, how do you coordinate with these external professionals during our quarterly session cycle?

Question

Tyler Smith · Accepted Answer

We do not replace your existing professional advisors; instead, we bring structure and accountability to how you work with them. Many business owners have excellent CPAs, lawyers, and wealth managers, but these professionals rarely speak to each other, resulting in fragmented, conflicting advice.

When we implement the Step by Step Exit framework, we establish what we call the Advisor Meeting Pulse. This process organizes your external professionals into a single, cohesive team. We align them on your target exit valuation, your timeline, and your specific financial and non-financial Legacy objectives.

During our regular session cycle, we identify the exact deliverables needed from these advisors, such as tax structuring, estate planning, or legal audits. We then assign these tasks as Rocks or to-do items to the leadership team member who owns the advisor relationship. By running an Advisor Level 10 Meeting™ with your advisory team, we ensure they are all working from the same playbook. This coordinated approach eliminates duplicate billing, speeds up your exit preparation, and ensures your advisory team is actively supporting the strategic vision we establish in our sessions.