ExitSMART™ Services 

Maximize Your Life’s Work 

You’ve worked hard to create a successful organization. Are you building a plan to get the most out of what you’ve built? 

ExitSMART™ is a is a four-phase approach that takes an owner through the process of transitioning their business from beginning to end, including considerations for ownership, leadership, and personal planning.

  • Take the ExitSMART™ Assessment

    Is your succession planning on the right track? Find out with our ExitSMART™ assessment tool.

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Testimonial

Rebel Heart successfully transitioned to a new CEO with ExitSMART.

The 4 Phases of ExitSMART

Build your comprehensive strategy with these key steps.

  • Discovery

    Develop a full picture of your personal financial, family and business situation, including perspectives of key stakeholders. This will ensure planning is relevant, customized and meets owners’ goals. This stage also includes review of emergency planning should there be an unexpected exit.

  • Clarify objectives and outcomes 

    Analyze and merge personal, business and industry factors to establish timelines and strategies for transition of ownership and leadership.

  • Document a clear, time-lined action plan 

    This ensures nothing is missed and there is no duplication of work between your professional team members, i.e., lawyer, accountant, etc.

  • Implement

    We work alongside you to ensure the required steps are executed and to support all members of your professional team, through to the completion of your transition.

Insights

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  • Progress

    January 11, 2021

    Family Gatherings: Let’s Talk About Succession Planning

    Take your next family gathering as an opportunity to talk about succession planning with your loved ones.

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  • Progress

    March 04, 2020

    Women in Leadership Client Profile: Laura Zanchin of Zanchin Automotive Group

    The new year brings you another year closer to the next phase of your life and the perfect time to look at exiting your business on your terms.

    Read more

  • Progress

    February 19, 2020

    Employee Share Ownership Plans and Transitioning Your Business on Your Terms

    Learn how ESOPs can help owners create sustainable and transferable value and a well-prepared and successful exit at our webinar

    Read more

Contact Our ExitSMART™ Team

Kerry Smith CPA, CA, TEP

National Leader, Family Office Services

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Kerry Smith, CPA, CA, TEP, is a Partner within MNP’s Professional Services team in the Vancouver, B.C. office. With a strong focus on incorporated professionals and professional service firms, Kerry provides efficient and effective accounting, taxation and consulting services. He takes pride in looking beyond tax returns and financial statements to help clients achieve their personal and business goals.

Kerry builds strong relationships with clients, ensures that cross-functional teams within MNP are meeting their needs and responds to enquiries in a timely manner. He draws on past experience with the firm’s Professional Services team as well as two years overseeing the financial planning of highnet-worth families to assist professionals with all aspects of their business, including cash flow management, debt repayment, retirement, and strategic tax and estate planning.

After earning a Bachelor of Business Administration degree from the University of Fraser Valley, Kerry became a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA). Furthering his education, he attained the Trust and Estate Practitioner (TEP) designation in 2020. He is a member of the Chartered Professional Accountants of B.C. as well as a member of the Society of Trust and Estate Practitioners (STEP). Kerry has presented at numerous seminars and conferences focusing extensively on financial planning and tax planning

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