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.

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

  • Confidence

    September 21, 2022

    Get what you want – what you really, really want - from your business

    Knowing what you need and what your options are is difficult to do on your own and often the reason business owners fail to plain for their own exit.

  • Progress

    September 16, 2022

    Looking beyond tax — planning for the use and ownership of the family vacation property

    Owning and managing a family vacation property between generations requires you to consider more than just the tax questions.

  • Confidence

    July 05, 2022

    Preserving harmony on the family farm operation

    Want to avoid family disputes over your farm and estate? Start by addressing these common issues.

Contact Our ExitSMART™ Team

Glenn Fraser CPA, CA, MBA

Senior Vice President, Private Enterprise

Glenn Fraser, CPA, CA, MBA, is the National Leader of MNP’s Food and Beverage Processing practice and leader of the firm’s Cannabis Services team. An active member in both the food and beverage processing and cannabis industries, Glenn provides value to his clients and to clients of MNP by drawing on 25 years of experience in providing effective business advisory, tax and assurance services to private company entrepreneurs and subsidiaries of international businesses operating in Canada.

In addition, Glenn has played an instrumental role in various economic impact assessments, feasibility studies and strategic projects for industry leaders, including Food and Beverage Ontario, BC Food Processors Association, Ontario Agri Business Association, Ontario Craft Cider and Ontario Agri-Food Technologies.

Glenn has also published numerous articles in Food in Canada magazine and maintains an influential role in the annual Canadian Food Industry Report.

As a leader in the Canadian cannabis sector, Glenn frequently partners with top CEOs and leaders to tackle diverse topics surrounding the key issues and opportunities in the industry.

Having attained his Master of Business Administration (MBA) degree from York University, Glenn went on to become a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA). Glenn currently sits on MNP’s Board of Directors where he helps drive the firm’s strategy and growing prominence in a vastly competitive field. He also acts as chair and board member of Childhood Cancer Canada.

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

Jenn Bogwald CPA, CA

Partner, Private Enterprise