ExitSMART Assessment

Determine the succession readiness of your business with our ExitSMART^TM assessment

You’ve worked hard to establish your business. Now, let’s make sure you’re set up to get as much out of your business as you’ve put into it. And the key to a seamless succession plan? Preparation.

Join the ranks of over 500 entrepreneurs who have taken our exclusive ExitSMART^TM assessment and gain clarity on the next phase of your business. This self-assessment guides you through six key considerations for a smooth exit transition.

Upon completion, you’ll receive a custom score with advice for each topic of consideration, insights to help guide you through the planning process, and be connected to our advisors for any questions that come up along the way.

Take the ExitSMART assessment