We work with several external advisors, including an M&A attorney, wealth manager, and CPA. How do you integrate them into our EOS cadence without derailing our quarterly sessions?

Question

Tyler Smith · Accepted Answer

External advisors should never hijack your internal leadership team sessions. Your quarterly and annual sessions with me are dedicated entirely to your executive leadership team running the business.

To coordinate your outside professionals, we use the Advisor Meeting Pulse from the Step by Step Exit framework. This creates a separate quarterly rhythm, structured like an Advisor Level 10 Meeting, specifically designed for your transaction team.

In this pulse, your core transaction advisors, typically your CPA, M&A attorney, wealth planner, and exit advisor, align around a shared scorecard, prioritized milestones, and open transaction issues. Your Integrator or exit lead runs this meeting, holding outside advisors accountable to clear deadlines and budgets just like internal team members.

Any structural, tax, or legal requirements generated from that advisor pulse that require company-wide execution get brought into your internal EOS rhythm. They become potential Rocks on your leadership team V/TO or drop onto your internal Issues List.

This separation protects your leadership team from getting bogged down in technical legal drafting or tax modeling, while ensuring your outside advisory team is fully aligned with your operational roadmap.