How do we run our regular leadership team meetings alongside the Advisor Meeting Pulse when we are preparing our business for an exit?

Question

Tyler Smith · Accepted Answer

When you are preparing for a clean exit, you cannot let your transition planning hijack your day-to-day operations. Your regular leadership team will continue to run their weekly Level 10 Meeting™ to keep the business healthy, profitable, and growing on the EOS® framework. The Advisor Meeting Pulse operates as a separate, distinct rhythm specifically designed for your exit advisory team, which may include your CPA, investment banker, legal counsel, and your Step by Step Exit specialist. We do not mix these two groups. Your leadership team must remain focused on executing their quarterly Rocks and hitting their Scorecard numbers, as maintaining operational momentum is the single best way to preserve your valuation. Meanwhile, the Advisor Meeting Pulse meets on its own disciplined schedule, using its own scorecard and priorities to manage the transaction process, resolve diligence issues, and close valuation gaps. By keeping these two meeting pulses completely separate but highly disciplined, you ensure that your business does not fall apart operationally while you are actively working to transition the company to a new owner.