How do our external advisors such as our CPA, M&A attorney, and wealth managers participate in our EOS cadence as we prepare for a business exit?

Question

Tyler Smith · Accepted Answer

In traditional exit planning, external advisors operate in silos. Your CPA provides tax advice, your wealth manager works on personal financial targets, and your M&A attorney drafts legal covenants, but none of them communicate with each other or understand your daily operations. This leads to conflicting advice and botched transactions.

Through the Step by Step Exit model, we solve this by implementing an Advisor Meeting Pulse. We organize your outside professionals into an integrated advisory team that operates on an adapted Level 10 Meeting™ rhythm:
- Synchronized agenda. We bring your primary transaction advisors together on a scheduled cadence. We review a shared scorecard tracking valuation drivers, tax mitigation strategies, due diligence readiness, and legal housekeeping.
- Advisor Rocks. Just as your internal executives own operational Rocks, your external advisors take ownership of specific 90-day deliverables. Whether your attorney is cleaning up capitalization tables or your CPA is restructuring entity tax classes, deliverables are tracked with strict EOS® accountability.
- Rapid issue resolution. When conflicting strategies emerge, such as a deal structure that minimizes corporate risk but creates adverse personal tax implications, we use IDS® with the advisor group to resolve the conflict immediately.

By tying your external advisors directly to your internal EOS® execution, you eliminate surprise diligence red flags, reduce transactional fees, and ensure your operational engine and legal infrastructure cross the finish line in perfect alignment.