Set the Course for The Future of Your Practice

Now that you’ve progressed into the mature practice stage of the professional lifecycle, it’s time to check in and determine whether you’re prepared for what comes next.

SMARTPro is uniquely designed to help professional practices self-assess their current state and develop a roadmap for the years ahead.

Our advisors help you evaluate your practice to identify your personal and professional needs, recognize opportunities for improvement, and implement strategies that maximize value over the short, medium, and long-term.

Together, we’ll make sure you’re set up to achieve the best results on your transition in the years ahead.

What is SMARTPro?

SMARTPro is a three-stage process that assists professionals through the mature phase and eventual exit of your practice.

  • 1. Starting the conversation

    Together, we’ll go through an 11-question diagnostic to determine your immediate and long-term needs.

  • 2. Designing a plan

    After learning your goals, we can start creating a strategy to turn your ideas into reality. Our team creates a long-term exit plan customized to your practice and personal goals. You provide feedback along the way to ensure your plan aligns with your near- and long-term objectives.

  • 3. Implementing your exit strategy 

    With a strong plan in place, we can begin making it a reality. Our team follows up at set intervals to help you stay on track and make any changes as necessary.

    How we help with SMARTPro

    Together, we’ll put the right pieces in place to position your practice favourably to would-be successors and ready you for the next chapter of your life.

    Phone

    Emergency planning

    magnifying glass over a report

    Practice efficiencies

    tax document

    Tax review

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    Financial planning

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    Technology assessment

    home with dollar sign

    Estate planning

    strategy map

    Strategy and practice planning

    Cloud accounting and bookkeeping

    Cloud accounting and bookkeeping

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    Human resource consulting

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    Building a stronger practice starts with the right partner

    Our advisors help you evaluate your practice to identify your needs, recognize opportunities for improvement, and implement strategies that maximize value and deliver impactful results over the short, medium, and long term.

    Take our simple self-assessment to find out where you stand in the transition journey and we’ll guide you on a path to success as you continue along the professional life cycle.

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