Business Owners and ExitSmarts

ExitSmarts is the component of Exit Planning that has been missing for Main Street Businesses.  While ExitSmarts addresses the entire exit process, its focus on Value Building is what sets it apart. 


Value Building should be a conscious decision on the part of the business owner and focused on the objective of dramatically increasing both the value of the company at the time of sale and the profitability of the company until it is sold.

In the ExitSmarts model, Value Building is delivered by professionals who are trained to identify and focus on opportunities to build value in a business.  They do this through a series of workshops, some of which are conducted with the business owner on a one-on-one basis, and others which are conducted with the company’s leadership team.


Value is built by moving a company from where it is, compared to its peers, to a position at or near peer companies that are best-in-class.  Sale value is increased; profitability is increased; and Exit Options become a quarterly reality.  It’s worth repeating that, in ExitSmarts terms, Exit Options means that owners will have regular opportunities to sell the business on their terms and in their time, stay with the business longer and enjoy even more growth, and be fully prepared to respond to any opportunity to sell that presents itself along the way.


The ExitSmarts process begins with what we call the Business Readiness Assessment.  If your accountant does not yet have this assessment available, you can take it

Business Meeting

Services for Business Owners

The Business Readiness Assessment and Value Building Assessment help the business owner and accountant understand the current state of the company, as well as potential areas of improvement, by looking objectively at key operational areas. 

An Exit Plan is developed using information from the assessments and additional questionnaires, and opportunities for improvement, both tangible and intangible, are identified and prioritized.

The Exit Plan is implemented through the completion of action items by all stakeholders – the business owner, accountant, and all advisors, including Value Advisors, when appropriate.  Exit Plan Implementation considers both the immediate needs of the business – those that will have impact in the short term – and longer-term needs that must be addressed at various points in the Exit Options process.