Two business people shaking hands

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.





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

  • Progress

    April 25, 2025

    How conflict can be good for your farms future

    Family farms thrive when they tackle conflict early. Tough conversations build trust, sharpen decisions, and protect the farm’s future for the next generation. 

  • Progress

    April 22, 2025

    A roadmap for passing the family dealership to the next generation

    For family-owned dealerships, passing ownership of the business to the next generation means considering more than just the financials.

  • Progress

    April 11, 2025

    The seven traits of successful farm families: What sets them apart

    What makes farm families thrive across generations? It’s more than hard work — it’s planning, communication, and adaptability. Here are seven traits of success.

Contact Our ExitSMART™ Team

Kerry Smith CPA, CA, TEP

National Leader, Family Office Services

Kerry Smith, CPA, CA, TEP, is a Partner within MNP’s Professional Services team and National Leader of Family Office Services, part of MNP’s Private Enterprise group. Based in Vancouver, Kerry provides a comprehensive suite of services custom-designed to meet the unique needs of private enterprises and complex Canadian families. Kerry oversees the delivery of Family Office Services and helps his clients clarify and achieve their personal, family and business goals. 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 high net-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