ExitSmarts

ExitSmarts® is the trusted advisor’s exit planning platform. We deliver a comprehensive solution for business owner exit readiness powered by software and service. ExitSmarts works with professional advisors – financial advisors, bankers, accountants, and others – helping them help their clients with what is probably the most important business transaction of their lives. The ExitSmarts proven process begins with helping business owners become acutely aware of the importance of transition planning, then moves into the development of the plan including transition objectives, and concludes with a plan implementation phase that builds the value of the owner’s business both throughout the journey to get there and at the time of the owner's desired transition or exit. ExitSmarts also helps professional advisors expand their business transition practice with enterprise support and business process outsourcing.