If we decide to use the Step by Step Exit framework alongside our EOS implementation, how do we structure and run our Advisor Meeting Pulse to prevent our outside advisors from derailing our execution?

Question

Tyler Smith · Accepted Answer

A major issue during an exit prep process is that outside advisors, such as lawyers, accountants, and investment bankers, often pull the business owner in opposite directions. This confusion slows down your operations and destroys value.

To solve this, we implement the Advisor Meeting Pulse, which is a core discipline of the Step by Step Exit framework. This is essentially a specialized Level 10 Meeting™ structured specifically for your external transaction team.

Instead of you managing six separate, uncoordinated relationships, we bring your primary advisors together into a single, coordinated pulse. We use a shared scorecard, track specific exit priorities, and utilize the IDS® process to solve legal, tax, and financial issues as a unified group.

This pulse keeps your external advisors aligned and prevents them from distracting your internal leadership team. Your Integrator can focus entirely on keeping your operational Rocks on track, while your advisor team handles the transaction details under a structured cadence. This keeps your business performing at its peak during the high stress months leading up to a transaction.