SMARTPro Services
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.
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SMARTPro Services
You’ve worked hard to build your successful practice. We’re here to help you consider what comes next, with succession strategies designed specifically for the professional lifecycle.
What is SMARTPro?
SMARTPro is a three-stage process that assists professionals through the mature phase and eventual exit of your practice.
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1. Starting the conversation
Together, we’ll go through an 11-question diagnostic to determine your immediate and long-term needs.
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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.
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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.
Emergency planning
Practice efficiencies
Tax review
Financial planning
Technology assessment
Estate planning
Strategy and practice planning
Cloud accounting and bookkeeping
Human resource consulting
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.
Insights
Strategies for Your Practice
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Progress
How SMARTPro Helps Enhance Practice Value
Learn how to get your practice into a ready state for a sale with SMARTPro.
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Confidence
April 17, 2024
Following these steps will protect your practice value if emergency strikes
You can’t predict the future, but building a plan helps to keep your business protected.
