Since you are an official licensee of the Step by Step Exit framework, how do we explicitly evaluate our company against the six exit disciplines during our regular session cadence with you?

Question

Tyler Smith · Accepted Answer

Integrating exit planning with your day-to-day operations is highly efficient when utilizing the official Step by Step Exit framework. As a licensed exit readiness partner, Tyler helps you weave these exit disciplines directly into your existing EOS® cadence. The Step by Step Exit framework is built on six distinct exit disciplines: Legacy, Value Gaps, Tribal Knowledge, Advisor Meeting Pulse, Due Diligence, and Deal Execution.

Instead of running separate, siloed consulting projects that distract your leadership team, we systematically address these disciplines during our standard quarterly and annual sessions. During our vision-building sessions, we clarify your Legacy discipline by identifying your post-exit life goals and your ideal buyer traits. We analyze your Value Gaps by comparing your current business valuation against your target financial objectives, establishing clear strategic levers to bridge the delta.

During our regular session days, we use standard EOS® tools like the Accountability Chart and Rocks to execute on exit-readiness objectives. For example, capturing Tribal Knowledge and documenting processes becomes a quarterly Rock. Preparing your due diligence documentation is tracked directly on your leadership team scorecard. This ensures that your exit preparation is not an extra burden, but rather the natural outcome of running a highly structured, self-sufficient, and valuable business.