Get Ready for the Meeting

Run Sheet

The same run sheet referenced in Connect, now used for the prep section. The "Before You Call" checklist covers reviewing the scorecard results,
pulling the T1s and T2s, lining up the M&A or CBV partner and the planner, and getting the client's consent to share details.

Use the prep checklist with your team before the review meeting. Confirm who's playing what role and what the team needs to know going in.

Note: Book the pre-meet

Before the review meeting with the client, schedule a short internal alignment with your business exit readiness advisors.
This is where the team gets on the same page so the client experiences one coordinated team in the room.

Book a 15-minute pre-meet with your collaborative advisors ahead of every client review meeting.