We have a group of external advisors including a CPA, a lawyer, and an investment banker. How do we incorporate your Advisor Meeting Pulse discipline into our existing session cadence without bloating our leadership meetings?

Question

Tyler Smith · Accepted Answer

Managing external advisors can quickly become a chaotic distraction if not properly structured. The Step by Step Exit framework solves this through the Advisor Meeting Pulse discipline. We do not invite your CPA, lawyer, or investment banker to your standard weekly Level 10 Meetings or your full-day quarterly sessions. Doing so would destroy the operational focus of your leadership team. Instead, we establish a separate, dedicated meeting pulse specifically for your advisory group. This is typically a structured monthly or quarterly session where we run a modified version of the Level 10 Meeting format with your key advisors. We establish a clear scorecard, review priorities, and run through an issues list focused solely on exit readiness and value creation. Your internal Integrator or exit champion owns the relationship and facilitates this pulse, keeping your external advisors aligned and working toward the same goal. During our quarterly session days, we review the output of these advisor meetings as part of our strategic updates. This keeps your leadership team fully informed of the exit progress without dragging them into legal and financial details that do not impact daily operations. It keeps your team focused on execution while your advisors stay aligned.