How do we establish the Advisor Meeting Pulse with our external advisory team during our engagement, and what is your role in ensuring these advisors actually collaborate?

Question

Tyler Smith · Accepted Answer

To establish the Advisor Meeting Pulse, we assemble your outside specialists, such as your tax CPA, estate attorney, wealth manager, business broker, and investment banker, into a single, coordinated team. Usually, these professional advisors work in completely isolated silos. This lack of collaboration leads to conflicting advice, missed tax planning opportunities, and unnecessary delays during a business transition. Under the Step by Step Exit framework, we bring these external advisors together to work as a unified team.

My role as your facilitator is to help you establish this meeting cadence and ensure that these professionals stay aligned with the operational realities of your business. We set up a regular quarterly or semi-annual pulse where your advisors review a scorecard of exit readiness milestones and resolve transaction roadblocks using the IDS process.

By introducing this structured communication cadence, we prevent your advisors from working at cross-purposes. We make sure that your personal financial planning, tax strategy, and estate planning are fully synchronized with the strategic vision documented in your V/TO. This coordinated effort maximizes your enterprise value and ensures that all critical transaction details are resolved long before you ever take your company to market.