The $10 Trillion Opportunity: Designing Successful Exit Strategies for Middle Market Business Owners, 2nd Edition.
 The $10 Trillion Opportunity shows business advisors how to develop comprehensive, integrated exit plans for business owners. With the baby boomer generation approaching retirement age, an estimated $10 trillion in wealth is expected to change hands. As a result, exit planning has become one of the hottest topics for business advisors who want to play a role in the orderly transition of this wealth and its subsequent management.
What is Exit Planning? Exit planning is a process that asks and answers all of the personal, business, financial, legal, estate and tax issues involved in selling or exiting from a privately held business. Adopting a comprehensive process like this substantially increases the likelihood that clients will achieve all of their personal, business and financial goals when they exit.
This book defines the opportunity well. It will no doubt become the seminal work in this area.
James W. Cornell, President,
Praxiis Business Advisors
The $10 Trillion Dollar Opportunity is, without a doubt, the most comprehensive and integrated approach to exit planning available.
Michael R. Nall, CPA, CM&A, Executive Director,
The Alliance of Merger & Acquisition Advisors
An important resource for every client-focused M&A advisor or financial business consultant.
Joseph DiPietro, Publisher,
M&A Chicago |
The $10 Trillion Opportunity is a logically structured book with a no-nonsense approach to exploring and addressing a topic that is often misunderstood and at times overwhelming for business owners and their advisors alike.
An essential primer for professional advisors and business owners trying to make sense of exit planning, investment banker and former Wall Street attorney, Richard E. Jackim, together with Peter Christman, have put together a thoroughly readable exploration of exit planning, why it is important and how to deliver exit planning services to your clients.
The $10 Trillion Opportunity includes twelve case studies, fifteen illustrations, a glossary, resource guide, bibliography and a detailed index.
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