We already have an outside wealth advisor, an M&A attorney, and a CPA. How do you interface with our external advisory board during our EOS implementation?

Question

Tyler Smith · Accepted Answer

Most business owners have disconnected professionals advising them: a wealth manager looking at personal assets, a CPA focused on minimizing last year's taxes, and an attorney brought in only when contracts break. These advisors rarely talk to each other, resulting in conflicting guidance and massive tax or valuation blind spots when an exit arrives.

Through the Step by Step Exit framework, we bring structure to this advisory chaos by instituting an Advisor Meeting Pulse. We treat your outside advisory team the same way you treat your internal leadership team, aligning them around a shared Scorecard, an open Issues list, and clear priorities.

I do not replace your CPA, M&A attorney, or wealth manager. I act as the facilitator who forces alignment between your personal wealth goals, legal entity structure, and company operating system.

We run an Advisor Level 10 Meeting where your key outside advisors assemble, examine the business valuation gap, and review due diligence milestones. If your wealth manager specifies that you need thirty million dollars net after tax to support your post-exit legacy, your CPA and tax attorney must immediately align their estate planning and equity strategies to support that exact number.

We then translate those legal and financial prerequisites directly into operational priorities inside your company. If an attorney identifies risk in vendor contracts, that remediation becomes an internal operational Rock. This eliminates eleventh-hour deal renegotiations and guarantees every professional is rowing in the same direction.