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The Right Team – The Six1 Model

The Six1 Model gives you the strategic support you need—six trusted advisors, aligned and operating inside one system: EOS.

Six1

What Is the Six1 Model?

Most business owners wait too long to build their exit team—or they assemble one piecemeal, with no coordination or clear plan.


Six1 changes that.

We help you proactively identify, vet, and align the six advisors essential to a smooth, high-value exit—all plugged into the same operating system (EOS) you're already using to run your business.

The Six1 Team: Your Core Advisory Unit

Legal

Advisor

An M&A (mergers and acquisitions) attorney plays a crucial role when it comes to the merger and acquisition of privately held companies

M&A / Transaction Advisor

Mergers and Acquisitions (M&A) advisory firms provide specialized expertise and services that can be invaluable to business owners seeking to sell their privately held businesses.

Financial

Advisor

By determining what comes after the sale - whether it's retirement, a new venture, philanthropy, travel, or other pursuits - a financial advisor helps in making the transition smoother and less disorienting.

Tax

Advisor

A Tax Advisor plays a critical role in mergers and acquisitions (M&A) for privately held companies. The role of the CPA is multifaceted, encompassing financial due diligence, valuation, tax planning, integration planning, and post-acquisition financial management.

Wealth Management Advisor

An wealth management advisor may not be the primary professional one thinks of in the context of mergers and acquisitions (M&A) for privately held companies. However, they can play a significant role, especially when the business owners have significant estate planning concerns.

Personal

Coach

A Personal Coach plays a critical role in exit planning for privately held companies. The coach’s role is multifaceted, encompassing mindset preparation, decision clarity, leadership alignment, emotional readiness, and post-exit life planning to ensure the owner exits confidently and on their terms.

+1: Your Operating System (EOS)

EOS isn’t just your execution tool—it’s your coordination platform.

We plug your Six1 Team directly into your existing structure:

  • The V/TO extends to include exit goals and buyer personas

  • The Accountability Chart includes advisor integration

  • Scorecards track exit-readiness metrics

  • Quarterly Rocks reflect valuation and transferability milestones

  • L10 meetings surface and solve exit blockers

This is what makes the Six1 Model different:
Your team doesn’t just meet.

They work in sync—with a system built for execution.

Six1

Why Most Owners Get This Wrong

They wait until the last minute

They work with generic advisors who don’t understand exits

Their advisors don’t talk to each other

They get stuck in analysis instead of execution

They build a plan, but never operationalize it

We fix all of that.


Because a coordinated team inside a proven system = more value, less chaos, and a cleaner exit.

What's Next?

How We Help

We don’t just hand you a list—we help you:

  • Vet qualified advisors (local or national)

  • Bring your existing advisors into alignment

  • Replace gaps where needed

  • Integrate the Six1 into your EOS framework

  • Facilitate collaboration, not chaos

You still own the relationships.

We own the integration and accountability.

What You Gain

With SxSE & trhe Six1 Process

  • Higher valuation due to preparation and risk reduction

  • Fewer surprises during due diligence

  • Streamlined decision-making during the deal

  • Better terms, cleaner exits, and lower stress

  • Advisors who are solving problems before they arise—not after

READY TO GIVE US A TRY?

Ready to Build Your Team?

Whether you're starting from scratch or already have advisors in place, we’ll help you build a Six1 Team that operates like a well-oiled machine.