ExitSMART™ Succession Assessment


Have you set clear objectives (i.e., timelines, terms, price, and buyer) for the transition of your business’s ownership and leadership over the short and long term?

Emergency Planning

Have you considered and planned for what would happen to your business in the event of an unplanned exit (serious health issue, death, etc.)?

Business Valuation

Do you know what your business is currently worth and what it could be worth in the future?

Value Enhancement Plan

Are you confident the current plan for your business optimizes its value?

Retention of Employees

Have you identified all key employees that will be involved with the transition of your business and created a retention plan?

Tax & Estate Planning

Are you confident the net value (after tax) of your business will align with your financial goals when you decide to transition or sell?


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