If our primary objective is preparing the company for a sale within the next twelve to eighteen months, how does that compress or alter the standard twenty-four-month EOS engagement timeline with you?

Question

Tyler Smith · Accepted Answer

If your exit horizon is twelve to eighteen months, we do not bypass the foundational EOS® journey, but we run it with parallel urgency using the Step by Step Exit framework. A standard engagement runs for twenty-four months to ensure the system is deeply baked into your culture. However, when an exit is imminent, we overlay the six exit disciplines immediately after your Focus Day. This means we concurrently run your quarterly session cadence while systematically identifying value gaps and building out your legacy plan. We cannot compress the ninety-day sprint cycle because human behavior and operational execution cannot be forced into a two-week window. Your leadership team still needs time to build their execution muscles. What changes is the lens through which we view your Rocks and Accountability Chart. We will prioritize Rocks that focus on documentable processes, capturing tribal knowledge, and eliminating key-person dependency. We will also implement the Advisor Meeting Pulse early, aligning your investment bankers, CPAs, and estate lawyers with our quarterly operational milestones. You should expect a highly focused, intense twelve-month engagement where we prepare your leadership team to run the business independently while simultaneously packaging the company for maximum valuation.