At ExitSmarts, we’ve developed a comprehensive platform of processes, tools, best practices and concierge support. Everything we do is built intentionally for the success of our advisors and their business owner clients.  

Exitsmart

Who are your business owner clients calling when they want to Exit?

We hear stories every day that advisors are not "in the right place at the right time" when their clients sold their companies and the assets from the sale ended up at another firm.

We Have Your Back

We help you increase client awareness, develop plans and implement those plans.  You participate at your desired level. We are at your service like a true concierge.

Activity-Based Awareness

Tools facilitate meaningful, ongoing interactions between Advisors and their Business Owner clients.

Plan Development

Process culminates in a written plan that includes all the action items that Business Owners need to complete in order to get from where they are to where they want to be.

Plan Development

Process culminates in a written plan that includes all the action items that Business Owners need to complete in order to get from where they are to where they want to be.

Plan Development

Process culminates in a written plan that includes all the action items that Business Owners need to complete in order to get from where they are to where they want to be.

Plan Implementation

Process increases the business value and overall exit readiness with a consistent focus on the Business Owner’s objectives.

Activity-Based Awareness

Tools facilitate meaningful, ongoing interactions between Advisors and their Business Owner clients.

Activity-Based Awareness

Tools facilitate meaningful, ongoing interactions between Advisors and their Business Owner clients.

Plan Development

Process culminates in a written plan that includes all the action items that Business Owners need to complete in order to get from where they are to where they want to be.

Plan Implementation

Process increases the business value and overall exit readiness with a consistent focus on the Business Owner’s objectives.

Activity-Based Awareness

Tools facilitate meaningful, ongoing interactions between Advisors and their Business Owner clients.

Plan Development

Process culminates in a written plan that includes all the action items that Business Owners need to complete in order to get from where they are to where they want to be.

Plan Implementation

Process increases the business value and overall exit readiness with a consistent focus on the Business Owner’s objectives.

Flexible, innovative participation options

Whether you need a referral partner you can count on, want to be heavily involved in day to day exit planning and implementation, or are somewhere in the middle, we are here to support you.

What Our Clients Say

ExitSmarts have been nothing but exceptional to work with.  I consider them a true partner in our endeavor to build and manage our Business Transition Services (BTS) consulting practice.  Their ability to help us build processes and deliverables, pull together insights and ideas for marketing and wrap our arms on how we manage and build for the future is just what we needed to put a BTS practice together and get it off the ground.  I continue to look forward to their efforts in helping us manage future growth of our BTS practice through their innovations and partnership.

Partner at a Top 40 Accounting Firm

We were put in touch with ExitSmarts when we wanted to take our company to the next level. We were lost. We've worked together for nearly 4 years and are, flat out, a different company now thanks in large part to what ExitSmarts has brought to the table. In one of our planning sessions, ExitSmarts facilitated a discussion about selling the business at some future date. Now, about two years after that discussion we are about to sell the business for 10-15 Million more than we had hoped.

Distribution Company, Haggar Brothers

ExitSmarts' proven process supported me to carefully think through my small business exit plan, and I am so grateful for how they walked me through it at the right pace. By the time we completed together, it was clear to me that what I thought I wanted in the beginning - a full sale of the business - was not the direction I needed to head in. Instead, I realized that I simply needed to prepare the business and myself for a dramatic reduction in my workload. (Whoo Hoo! Good catch!) The whole process gave me a more well-rounded perspective about what I truly care about and want out of life.“

Training Company, CEO

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Project 1
Graphic Design
Project 2
Web Design
Project 3
Web Design
Project 4
Graphic Design

My experience

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Webflow
Graphic Designer
April 2014 — Mar 2015
Webflow
Web Designer
Apr 2015 — Mar 2016
Webflow
Visual Developer
Jun 2016 — Jul 2017
Webflow
Dictator
Aug 2017 — forever