Helping you Exit on your Own Terms
After pouring so much into your business, you deserve to be in control of how you exit. The first step to taking control is building a plan for what lies ahead. The right opportunity can appear unexpectedly, and a solid succession strategy allows you to negotiate from a point of strength instead of being reactive.
By preparing your business for succession now, you’ll get the most out of your life’s work and minimize the stress that comes with transition. In this succession content series, we show you how other organization’s have implemented succession strategies and reaped the rewards.
Answering Your Questions About Succession
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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.
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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.
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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 Succession 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