How do we manage the interface between our internal leadership team running on EOS and the external exit advisors we need to bring in for our Step by Step Exit Advisor Meeting Pulse?

Question

Tyler Smith · Accepted Answer

Your internal leadership team must remain focused on running the business and hitting their quarterly Rocks. We do not want your entire executive team distracted by the technical details of tax structuring, estate planning, or legal drafting. To manage this separation, we establish the Advisor Meeting Pulse, which is a specialized meeting cadence modeled after the Level 10 Meeting™ structure.

This meeting pulse is typically run by the business owner, the Integrator, and your core external advisors, including your M&A attorney, CPA, investment banker, and wealth manager. We use this forum to track exit-specific deliverables without cluttering your internal leadership meetings.

The connection between these two worlds is managed through your V/TO® and your Accountability Chart. Any strategic changes required by your exit advisors, such as resolving structural Value Gaps or documenting critical Tribal Knowledge, are brought back to the internal leadership team as high-level quarterly Rocks.

The business owner or Integrator acts as the bridge, ensuring that exit requirements are translated into clear, actionable internal priorities. This structure keeps your external advisors accountable to your timeline while keeping your leadership team focused on driving the daily operational value that buyers actually want to acquire.