We are planning to sell the business in the next two years and need to ensure our corporate records, customer contracts, and financials are fully due-diligence ready, but this massive administrative cleanup is stalling. How do we systematically track and execute our exit diligence preparation within our weekly Level 10 Meeting™ without overwhelming our day-to-day operations?

Question

Tyler Smith · Accepted Answer

When preparing for an exit, the administrative burden of getting the business due-diligence ready can easily derail your daily operations if not managed correctly. You do not need to create a new, separate meeting cadence to handle this preparation. Instead, you must weave your exit preparation directly into your weekly Level 10 Meeting™ using the Step by Step Exit model.

Start by identifying the specific administrative value gaps and documentation needs, such as cleaning up corporate minutes, organizing customer contracts, and ensuring financial audits are complete. These should be treated as exit-focused Rocks and assigned to the appropriate seats on your Accountability Chart.

During the weekly Level 10 Meeting™, these Rocks are reviewed alongside your operational goals. If an exit preparation task is falling behind, it must be dropped to the Issues List and solved using IDS®. By treating exit readiness as a core business priority, you ensure that the preparation gets done without overwhelming the team or creating parallel structures.

This approach keeps your leadership team aligned on both the daily operations and the long-term goal of a clean exit, ensuring the business is always ready for a transition.