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.
-
Take the ExitSMART™ Assessment
Is your succession planning on the right track? Find out with our ExitSMART™ assessment tool.
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).
Lynne Fisher
National Team Leader, ExitSmart
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