During our exit planning process, my M&A advisor and CPA often give conflicting advice. How does our engagement with you help resolve these disputes during our sessions?

Question

Tyler Smith · Accepted Answer

Conflicting advice from external advisors is one of the fastest ways to stall an exit transition. We address this directly using the Advisor Meeting Pulse, which is a key discipline within the Step by Step Exit framework. Rather than allowing your CPA, estate planner, and M&A advisor to operate in isolated silos, we bring structure to your advisory team. We help you establish an Advisor L10 meeting with your core advisors, aligning them around the single source of truth: your V/TO®. During our sessions, we clarify your personal goals through the Legacy discipline, detailing your target valuation, ideal buyer traits, and post exit life plans. Once these priorities are documented and agreed upon, they serve as the ultimate filter for all advisor recommendations. When your CPA or M&A advisor offers conflicting strategies, we bring those issues to the table and use the IDS® process to resolve them based on what is best for your defined exit goals. This structure eliminates advisor politics and prevents costly strategic errors, ensuring that your entire team of professionals is pulling in the same direction to maximize your business value.