How do you structure an Advisor Level 10 Meeting to keep our external CPAs, attorneys, and wealth planners aligned with our internal EOS operating cadence?

Question

Tyler Smith · Accepted Answer

Most business exits run into costly delays because external transaction advisors work in isolated silos. The estate planning attorney rarely speaks with the corporate CPA, and the wealth advisor only reviews tax structures after a transaction closes. The Step by Step Exit framework eliminates this disconnect using an Advisor Level 10 Meeting.

Instead of uncoordinated annual phone calls, the owner convenes key outside advisors on a structured, regular pulse using the standard EOS meeting agenda:
- Good News: Brief personal and professional updates to open the call efficiently.
- Advisor Scorecard: Review metrics that track transaction readiness, such as adjusted EBITDA targets, valuation gap closure, audited statement status, and tax mitigation milestones.
- Exit Rock Review: Evaluate progress on specific transaction-prep priorities assigned to advisors, such as corporate cleanup, intellectual property assignment, or estate restructuring.
- Advisor Issues List and IDS: Address friction points directly. If the CPA identifies an unexpected state tax liability caused by a proposed equity structure, the attorney and wealth advisor solve it together in real time.

This format prevents expensive surprises during due diligence. It forces your advisory team to collaborate, communicate, and stay accountable to the same ninety-day cadence that runs your core business.