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

    A guide to selling your dealership

    If you’re thinking of selling your dealership, you want to ensure you’ve taken the steps to help the process go as smoothly as possible, both for you and the buyer.

  • Agility

    January 29, 2024

    Navigating family governance: Building strong foundations for your family business and its future

    Family business governance planning doesn’t have to be stressful. Get the support you need to establish good governance and develop a plan that will carry your business into a successful future.

  • Progress

    January 29, 2024

    Succession Fireside Chat: Is there a specific time when it’s easier to sell the business?

    When is the right time and what are the right reasons to sell your business? These best practices can help ensure your business is prepared for a sale.

Contact Our ExitSMART™ 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