info@smartplaninvesting.com
Atlanta GA. 770-450-6625_ Jupiter, FL 561-744-9547

Value Drivers – Exit Planning


What are the key drivers that can make your business transferable?

Schedule a complimentary hour consultation. 

Call – 770 – 450 – 6625

Value doesn't grow on trees or does it?


We all know that “money doesn’t grow on trees.”  And neither does business value.  You can’t just wait until you are ready to leave your business to find out how much “value” you need or want and how much “value” exists in your business.   Read more

NEW - Technology & Communication Value Drivers


SmartPlan Investing understands the role technology ecosystems can play in business.
Between 2016 and 2017, there has been a 60% increase in. Read more.

Closing the Gap Between You and Your Successful Financial Future


Let’s review the situation of fictional owner, Peter Daniels. He and his advisors had identified a $2,000,000 gap between the current value of his company, and the value he’d need from it in five years when he plans to exit. Read more.

Business Owner Survey

READ  the 2016 BEI Business Owner Survey Report to see latest findings.

100% of business owners will exit out of their business.
75% of business owners would exit today if their financial security were assured.

Who do we serve?

We serve business owners, who are invested in getting the maximum value on the sale of their business. And who want to minimize the risks associated with their business. We work primarily with business owners that are in the Business Service sector, such as:

  • Digital media
  • Human Resource 
  • Law
  • Craft Brewery

Business Continuity Plans

An owner’s involuntary exit can be a vulnerable time for any business. Financially, it can reduce business value, cause tension with vendors, and create uncertainty for employees. On the personal side it can create a burden for the family and raise questions about how to move forward with the business.

Our business continuity instruction plan creates a detailed, non-binding plan. It serves as an overview of the present state of the business and identifies key contracts, vendors, and employees. It sheds light on the owner’s Learn more.

Robroy Wiley discusses our exit planning process


As a member of the Business Exit Institute (BEI), my process allows business owners to plan when they want to exit and transition their business to another party. We start by discussing your priorities, objectives, and value-based goals.

The plan is a living document – it’s flexible and adaptable to changes in your business environment. Planning your business exit is a process that begins 3–10 years before you want to leave. It is a multi-step process that begins with me helping you determine what your successful exit will be.

Read “Exits aren’t built in a day.”