“The team at SmartExit worked with me to explore the true value of my business, pre-solve due diligence issues, and negotiate the right deal for me and my objectives. They were experienced, knowledgeable, and even-keeled throughout the transaction and I felt empowered and educated during the entire process.”
The SmartExit Process Helps You:
MAXIMIZE YOUR BUSINESS VALUE
We demystify the way businesses are valued so you can get the most for the years of hard work you’ve put into your business.
BE CONFIDENT IN YOUR PLAN OF ACTION
You’ll have clarity and confidence when it matters most. You’ll know exactly what to do when the time comes to sell your company.
LEAVE A LEGACY THAT LASTS
You only get one chance to end well. We help you find the right plan that lets you be in charge of when you exit, how you exit, and what comes next – on your terms.
The Process is Simple:
1. Schedule a Discovery Call
We’ll evaluate your practice/real estate through our PracticeExit Scorecard to give us a picture of where you are currently, where you want to be in the future, and any roadblocks in the way.
2. Develop a personalized SmartExit Roadmap
You’ll spend 1 on 1 time with one of our Senior Exit Strategy Advisors who walks you through everything you need to start seriously thinking about and planning your exit strategy. Once we understand where you are, and where you want to be, we help you develop a roadmap to get there.
3. Execute your plan with peace and confidence
Once you have the SmartExit Roadmap in hand, you’ll be armed with the tools needed to decide whether to sell now and harvest, or build for the future. You’ll know the most important action steps for your exit journey while we measure your progress along the way.
“I’ve worked hard to build my company and I couldn’t stand the thought of my business dying when I retired. (SmartExit) gave me a clear plan to move forward to make sure I’m going to get the most out of my company when the time comes. The best part is, my wife now has a list of instructions if something happens to me. I love knowing that she (and my business) will be taken care of.”
SmartExit Gives You The Ultimate Freedom In Your Business.
There are many reasons to get into business, but every real business owner knows if you aren’t careful, you can get trapped in your own company working 60-80 hours or more.
- How long is that sustainable?
- What happens when you’re ready to retire?
- Was this the goal you had when you started in business?
What if there was a way to create a lifestyle business that generates a valuable stream of cash flow, running without your day-to-day involvement that you can sell when the time is right?
At SmartExit, we believe every business owner deserves to have the tools to take charge of the future and legacy of their business.
That’s the dream for most business owners, but the problem is, many suffer from one (or more) of the major business traps:
- They don’t have a proactive and comprehensive exit plan.
- They don’t know the true sellable value in their business.
- Their business isn’t transferable (It can’t run without them).
- Their situation or structure is “complicated” (Not filed legally, multiple partners, family business dynamic, financing concerns, etc.).
All of this can leave you feeling anxious, stressed, and overwhelmed at how unprepared you are and it can all seem pretty hopeless.
Over the past 25 years and nearly $1 billion in transactions, the team at SmartExit has been on all sides of business, especially at the “closing table,” and we’ve seen the heartbreak owners and their families face when it’s too late.
Schedule a Discovery Call today. We will help you understand what your business is worth and make a plan to make it worth more so you can leave your business on your own terms.
SmartExit Services
SmartExit Business Assessment
Whether you’re ready to sell NOW or just getting started in the exit strategy process, our SmartExit Assessment is a great first step towards helping you understand the key components of business exit strategy and valuation.
Included in the Package:
Business Valuation
- Analysis of the financials for your business
- Key Performance Indicators reviewed
- A detailed report outlining the current value of your business
Exit Readiness Assessment
- Evaluation of your business model and structure
- Measure performance of value drivers
- A report outlining your practice’s strengths and opportunities for improvement
Strategy Session
- Discuss exit strategy options
- Discover your business value
- Understand your business’ current exit readiness
- Develop a plan for next steps
Investment Starts at $1,950
SmartExit Roadmap
If sale or retirement is a few years away and you want to make sure you have a rock-solid command of your legacy, the SmartExit Roadmap gives you a custom action plan for getting yourself, your practice, and family contingencies in place with specific advice on where to focus your time over the next 12 months.
Included in the Package:
Business Valuation
- Analysis of the financials for your practice
- Key Performance Indicators reviewed
- A detailed report outlining the current value of your practice
Exit Readiness Assessment
- Evaluation of your business model and structure
- Measure performance of value drivers
- A report outlining your business’ strengths and opportunities for improvement
Personal and Legacy Goals Module
- Explore your “why”
- Discuss types of exits for your business & your future role
- Figure out what your business is worth to you
- Report outlining your personal readiness to exit & timeline
Business Continuity Module
- Succession: short and long term control plan
- Mock Due Diligence: assemble and review the documents buyers need to see
- Key employee retention
Family Contingency & Estate Planning Module
- Can your family survive an unplanned exit?
- Does your estate plan cover family and practice?
Strategy Session with Bonus 12 Month Action Planning Guide
- How to decide whether to sell now and harvest or build for the future
- Ranking and prioritizing action steps for your exit journey
- Measuring your progress along the way
- How to assemble your advisor dream team
Investment Starts at $4,950
We also provide monthly Value Enhancement and Sellability Engagement, Full-Service M&A Advisory, and we work with your existing attorney, broker, and/or advisor team to help set you up for success.
Every owner will exit their business eventually…
some by chance, others by choice.
Sure, you could run your business as usual, without a plan, and see what happens. You could try to make an exit plan on your own, all alone, trying to navigate all of the documents, filings, investments, and other hoops to jump through, never knowing if you’re really going to hit your retirement goals. Those two options will probably lead to selling before you’re ready, selling to someone you don’t prefer, or selling for far less than what you think your hard work is worth.
It doesn’t have to be that way.
With a Smart Exit Strategy, you’ll be armed with everything you need to:
- Transition under your time frame and on your terms.
- Maximize the enterprise and after-tax value of your business.
- Ensure the business continues in case of an unexpected event.
- Provide financial security for you and your family
Don’t leave your business, your family, and your legacy up to chance. Schedule a FREE Discovery Call today and take charge of your futureSure, you could run your practice as usual, without a plan, and see what happens. You could try to make an exit plan on your own, all alone, trying to navigate all of the government regulations, documents, filings, and other hoops to jump through, never knowing if you’re really going to hit your retirement goals. Those two options will probably lead to selling before you’re ready, selling to someone you don’t prefer, or selling for far less than what you think your hard work is worth.
It doesn’t have to be that way.
Don’t leave your business, your family, and your legacy up to chance.
Schedule a Discovery Call today and take charge of your future.
“After interviewing local business brokers, big city advisors, and contemplating a DIY approach, I was introduced to the SmartExit team by a trusted professional advisor. The way these guys blend business transaction expertise, approachability, and a roll-up-your-sleeves approach is amazing. They kept promises, proactively solved problems, kept my goals on the forefront, and engineered an ideal exit for my family, my business, and me.”
About Our Founder
Benjamin J. Brickweg, Esq. MBA
Over the past several years, Ben has counseled the owners of more than 250 privately held businesses on valuation, exit strategy and other strategic transaction related matters. His primary industries of focus are technology, healthcare, software, recreational/enthusiast markets, and energy services. At a young age, Ben worked in a his family’s medical technology company before venturing out to create a company focused on product distribution. Next, Ben helped companies develop marketing, financial, and technology strategies both through national marketing agencies and a boutique firm he founded. After earning his MBA, Ben focused on helping entrepreneurs buy and sell businesses initially with a national mergers & acquisitions firm and later a firm he founded. Prior to creating SmartExit, Ben spent several years in the private practice of law focused on Closely Held Businesses, Exit Strategy, Mergers & Acquisitions, and Real Estate. Ben is an investor in more than a dozen small businesses, and is licensed attorney, published author, and an avid outdoorsman.