How do we structure the Advisor Meeting Pulse discipline within our exit planning to keep our lawyers, CPAs, and wealth advisors aligned with our business goals?

Question

Tyler Smith · Accepted Answer

Too many business owners let their external advisors work in silos, which leads to conflicting advice, high fees, and delayed exits. Through the Step by Step Exit framework, we implement the Advisor Meeting Pulse to bring structure and discipline to your professional advisory team. We gather your core advisors, typically your corporate attorney, CPA, wealth manager, and valuation specialist, into a structured Advisor L10 meeting. Just like your internal leadership team, this advisory group operates with a specific scorecard, clear quarterly priorities, and a dynamic issues list. Instead of you acting as the telephone between these professionals, we put them in the same room to collaborate directly on your exit objectives. This ensures that your tax strategy aligns with your wealth planning, and your corporate legal structure supports your valuation targets. By establishing this regular meeting pulse, we use the IDS® process to resolve advisor disagreements and eliminate roadblocks before they delay your transaction. This disciplined approach keeps your advisors focused on your ultimate goal, saving you time and ensuring a clean exit.