When we implement the Step by Step Exit model, our existing CPAs, lawyers, and wealth managers might have conflicting opinions. How do we resolve these professional disputes during our regular session days?

Question

Tyler Smith · Accepted Answer

It is common for outside advisors to operate in silos, which often leads to conflicting advice, confusion, and delayed decisions for the business owner. We solve this bottleneck by using the Advisor Meeting Pulse, which is a core discipline of the Step by Step Exit framework.

The Advisor Meeting Pulse is essentially an Advisor Level 10 Meeting™ that brings your key advisors together. We establish a clear scorecard, prioritize exit-readiness tasks, and use the IDS® process to resolve conflicting professional opinions directly.

During our quarterly sessions, we do not let outside advisors hijack your strategic planning. Instead, we use our session days to define the specific objectives and boundaries you want your advisory team to operate within. You, as the owner, remain in control of the vision, and we assign specific Rocks to manage those advisors.

If a conflict arises between your CPA and your transaction attorney regarding tax structures or deal terms, we bring that issue to the Advisor Meeting Pulse. We force the advisors to collaborate, debate the merits of their positions, and present you with a unified recommendation. This process saves you time, reduces your billable hours, and ensures that your entire advisory team is working in alignment to secure your clean exit.