We want to build our company for an ultimate clean exit, so how do we systematically layer the Step by Step Exit framework into our standard quarterly EOS® sessions with you?

Question

Tyler Smith · Accepted Answer

Preparing for an exit should never be treated as a separate, parallel project that competes with your daily operations. Instead, we layer the Step by Step Exit framework directly into your existing EOS® cadence.

We achieve this by treating exit readiness tasks as standard quarterly Rocks. During our quarterly and annual sessions, we evaluate your business against the six exit disciplines, such as identifying Value Gaps or documenting Tribal Knowledge.

If we identify a critical vulnerability, such as a key customer relationship held solely by the Visionary, we write a Rock to transfer that relationship. That Rock is assigned to a specific seat on the Accountability Chart.

We also use the IDS® portion of our sessions to resolve exit-related issues, such as aligning on your ideal buyer traits or defining your post-exit legacy goals. By mapping these strategic exit priorities directly onto your V/TO® and Accountability Chart, we ensure your business becomes highly valuable and structurally prepared for a clean transition without adding unnecessary administrative friction.