The Exit Planning Institute
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Are You Ready?

Are you positioned to benefit from the single most significant financial and demographic trend of this century?
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Exit Planning Models & Samples

Access an extensive library of exit planning templates, reports, models, white papers and research. (Credentialed Members Only)
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Chapters

The Exit Planning Institute has regional chapters throughout the United States and Canada. Two new chapters have opened on the East Coast.
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Upcoming Events

The Exit Planning Institute is the premier provider of delivering innovative learning experiences, designed to advance the exit planning profession. Check the schedule for upcoming events.
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Have one of EPI's distinguished speakers talk to your group about Exit Planning.
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Exit Planning Institute
4811 Emerson, Suite 210
Palatine, IL 60067-7417
P: 847.303.6887
F: 847.303.6951
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The $10 Trillion Opportunity: Designing Successful Exit Strategies for Middle Market Business Owners, Canadian Edition.

The $10 Trillion Opportunity: Designing Successful Exit Strategies for Milddle Market Business OwnersThe Canadian edition of the Ten Trillion Dollar Opportunity is the most comprehensive and integrated work available on the subject of exit planning for Canadian business advisors.  It takes a practical "how-to" approach to help business advisors integrate exit planning into their practices. Using illustrative examples and case studies, the authors have distilled over 50 years of combined experience into a wise, down-to-earth, and eminently practical guide on exit planning. As a result, this book is an essential guide for advisors who work with or represent owners of private, middle-market businesses. The Ten Trillion Dollar Opportunity is sure to become one of the most important resources for professional advisors who want to understand how to succeed by addressing the growing need of baby boomer business owners.

Recent Reviews:

Perry and Richard do an excellent job of articulating why succession planning for owners of private businesses is such a daunting and high risk endeavor. I can attest to the effectiveness of the analytical framework and consulting process presented in this book. This is a must read for all private business owners and their advisors, whether they want to lead the process or not. Well done!

Randy McLachlan, The WaterStreet Group Inc.

Great book! Both succession and retirement planning are new and hot topics in professional financial planning and advisory circles today.

Gilles Marceau CLU, CFP, RFP, P.R.P.

This book provides the information and insight that professionals need to enable a broader "holistic" approach to the exit process.

Don McLauchlin, Roynat Capital

List Price: $69.95
Price: $44.07
You Save: $25.88 (37%)