Analyzing Data

Accounting Firms and ExitSmarts

ExitSmarts, Inc. works closely with Accounting Firms in both the implementation and ongoing operation of the ExitSmarts program.

Upon referral from the Accounting Firm, our Value Advisors also work with the clients of the Accounting Firm to deliver critical Value Building services.

But even while working directly with business owners in the Value Building portion of their exit strategy, we never lose sight of the fact that the Accounting Firm always leads the Exit Planning process.  No exceptions.

Exit Smarts empowers accountants to lead Exit Planning teams while focusing on what they do best, which is Business Accounting Services and Consulting.

We do everything else, which includes:

Providing the planning and implementation tools and services that help accounting firms drive the Exit Planning process with their clients.
Providing the Value Building tools and services that help the clients of accounting firms maximize the value of their businesses. 
​Providing the marketing tools that help accounting firms attract Exit Planning clients.
For Accounting Firms that already have an Advisory Services focus, ExitSmarts represents a robust addition to their suite of services.  For firms that have yet to create an Advisory Services growth strategy, ExitSmarts represents an important place to begin.
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Services for Accounting Firms

  • ExitSmarts is licensed to Accounting Firms and other advisors.
 
  • ExitSmarts is a completely turnkey solution.
 
  • ExitSmarts provides comprehensive implementation training for CPAs, Marketing professionals, and administrators.
 
  • ExitSmarts provides Value Building services and Value Building training for firms that want to own the Value Building process.