Present a Master Planning process that will allow a business owner top maximize the value of their business, get planned personally from an estate, tax and financial point of view, and develop a life plan to achieve their personal, business goals and objectives.
- Understand why business owners need a Master Plan.
- Learn the process of Master Planning.
- Who should be involved in Master Planning.
- Describe the benefits of Master Planning.
- Why business owners don’t have a Master Plan.
Peter Christman, CEPA, Founder of The Christman Group
Peter Christman is an accomplished Speaker and Best Selling Author, experienced entrepreneur, corporate executive, coach, and mentor and investment banker. After spending 25 years as an investment banker with other firms, Peter Christman founded The CHRISTMAN Group, LLC to provide middle market business owners with a comprehensive and integrated suite of services that simplify the exit planning process while maximizing the value of the client’s business. The Christman Group mantra is that we want our clients to be “SET” for life.
During his 30+year career Pete has successfully sold more than 200 companies in a wide variety of industries. Transactions have ranged in size from several million dollars to over one hundred million dollars. Peter was the co-founder of the Chicago office of a national middle market M&A firm where he continually earned that firm’s “Top Gun” award. Peter is also the co-founder of the Exit Planning Institute.
He is an entertaining and sought after public speaker who has given hundreds of presentations and seminars on the benefits of exit planning and the middle market mergers and acquisition process. He has also written articles on the importance of the exit planning process. He is the Co-Author of the book, “The Ten Trillion Opportunity”.
CPE receive 1 CE credit
CEPAs receive 1 CE credit