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

    When, why and how to sell your business to a private equity firm

    Partnering with private equity groups can bring unique opportunities and is an option worth exploring when considering a transition of your business. A partnership can enable business owners to build value over the transition period, maintain control of the business, and continue to drive its growth.

  • Progress

    January 24, 2023

    Plan ahead to protect your family and business from unexpected events

    Having a clear succession plan in place is essential to protect both your business and your family in the event of an unplanned emergency.

  • Progress

    December 16, 2022

    Practical tips on completing your will and estate plan

    Entrepreneurs spend a lifetime building a successful business. So why do so many avoid planning for what will happen when they’re gone?

Contact Our ExitSMART™ Team

Glenn Fraser CPA, CA, MBA

Senior Vice President, Private Enterprise

Glenn is a member of MNP’s Private Enterprise team in Toronto. Glenn brings more than 25 years of experience to his role proactively serving privately held and owner-managed businesses in a variety of industries. In addition to assurance and tax compliance, he helps clients with business strategy, financing, tax strategy, and succession planning.

Prior to his current role, Glenn was the Vice President and National Leader of MNP’s Food and Beverage and Cannabis team. Glenn was also a member of the Firm’s Board of Directors from 2015 to 2022. 

Glenn is an active community volunteer with a long history of board appointments with several charities, including Childhood Cancer Canada, where he served as board chair for more than a decade. 

Glenn earned a Master of Business Administration (MBA) from York University. He is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA).

Carla Milne CPA, CA

Partner and Business Advisor

Jim Chagnon CPA, CA, TEP

Partner, Private Enterprise & Professionals

Shane King CPA, CA

National Leader, Succession Services