Smart Exit™ Companion Workbook

The Companion Workbook makes it a breeze to apply the Smart Exit™ program to your business.

Optimize Operations • Increase Value • Make a Smart Exit™!

Thinking of selling your business? Wondering how to sell for a great price with low taxes? Looking for options for how you might transfer responsibilities and ownership to give you a great return on your years of effort with great tax advantages?

Now there is a companion workbook for the popular Smart Exit™ Steer Your Business to Success. Take the proven strategies in the book and apply them to your own business using the exercises in this workbook. You will take a deep dive and learn the answers to the questions:

  • What is my business worth?
  • What are the best ways to minimize taxes?
  • How might transfer risks be reduced?
  • When is the best time to sell?
  • How might the business value be increased?
  • What do buyers look for when shopping for a business?
  • How can my business stand out and be attractive?
  • What must I do to prepare my business for the marketplace?

Become your firm’s venture capitalist. Map your succession. Decide your date, dollar and method. Execute that plan. Make your Smart Exit!