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    The Master Plan Exit Strategy for Successful Business Owners: Discover a Strategic Planning Formula
    The Master Plan Exit Strategy for Successful Business Owners: Discover a Strategic Planning Formula
    The Master Plan Exit Strategy for Successful Business Owners: Discover a Strategic Planning Formula
    Ebook81 pages58 minutes

    The Master Plan Exit Strategy for Successful Business Owners: Discover a Strategic Planning Formula

    By Peter G. Christman

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    About this ebook

    You are going to exit your business.

    It's not a matter of if, it's a matter of how (and if you're lucky - when!). If you want the How and the When of your exit to be on your terms, it's time to start developing your Master Plan.

    Peter. G. Christman, founder of the Master Planning Institute, co-founder of the Exit Planning Institute, wrote THE MASTER PLAN for business owners looking to protect their personal and professional futures. Inside you'll learn:

    The 5 Ds that ruin 50% of exited business owners;
    Strategies for strategic planning, tax planning and life transition planning;
    What kind of results you could reasonably expect from your exit;
    Which advisors you NEED on your team;
    When and How you should go about creating your Master Plan - and much more!
    The Master Plan offers timeless wisdom, practical advice and enduring strategy to meet the needs and challenges of a new generation of business owner, who want to be prepared ot exit their businesses.
    LanguageEnglish
    PublisherBookBaby
    Release dateFeb 19, 2015
    ISBN9781508670339
    The Master Plan Exit Strategy for Successful Business Owners: Discover a Strategic Planning Formula

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      The Master Plan Exit Strategy for Successful Business Owners - Peter G. Christman

      Endnotes

      The Master Plan

      Exit Strategy for Successful Business Owners

      Discover a Strategic Planning Formula for Maximum Company Value, Strong Asset Protection and Work-Life Balance

      By

      Peter G. Christman

      © Copyright 2015 by Peter G. Christman - All rights reserved.

      What Will Matter © Copyright 2003 by Michael Josephson - www.whatwillmatter.org.  Reprinted with permission.

      This document is geared towards providing exact and reliable information in regards to the topic and issue covered. The publication is sold with the idea that the publisher is not required to render accounting, officially permitted, or otherwise, qualified services. If advice is necessary, legal or professional, a practiced individual in the profession should be ordered.

      From a Declaration of Principles which was accepted and approved equally by a Committee of the American Bar Association and a Committee of Publishers and Associations.

      In no way is it legal to reproduce, duplicate, or transmit any part of this document in either electronic means or in printed format. Recording of this publication is strictly prohibited and any storage of this document is not allowed unless with written permission from the publisher. All rights reserved.

      The information provided herein is stated to be truthful and consistent, in that any liability, in terms of inattention or otherwise, by any usage or abuse of any policies, processes, or directions contained within is the solitary and utter responsibility of the recipient reader. Under no circumstances will any legal responsibility or blame be held against the publisher for any reparation, damages, or monetary loss due to the information herein, either directly or indirectly.

      Respective authors own all copyrights not held by the publisher.

      The information herein is offered for informational purposes solely, and is universal as so. The presentation of the information is without contract or any type of guarantee assurance.

      The trademarks that are used are without any consent, and the publication of the trademark is without permission or backing by the trademark owner. All trademarks and brands within this book are for clarifying purposes only and are the owned by the owners themselves, not affiliated with this document.

      Endorsements

      I have worked with Peter on programs for advisors and business owners and witnessed his commitment to the success of business owners while in business and after they exit their companies.  This is a must read for business owners!

      Dr Donald F. Kuratko

      The Jack M. Gill Distinguished Chair of Entrepreneurship

      Professor of Entrepreneurship; Executive & Academic Director;

      Johnson Center for Entrepreneurship & Innovation

      The Kelley School of Business

      We purchased one of our first companies from Peter in his early days as an investment banker and the transaction was a win-win for both buyer and seller.  What sets Peter apart from other investment bankers is his holistic approach with clients that balances valuation with the client’s need for a personal financial plan and a plan for living beyond the sale of the business.

      Thomas S. Bagley | Pfingsten Partners, L.L.C.

      I have known and worked with Peter for over thirty years. He is the consummate professional who understands Business Owners and what they must do to plan for successfully selling and exiting their business.

      Arthur Perrone, Vice-Chairman, The Geneva Companies

      Peter, as Co Founder of the Exit Planning Institute, has passionately written about a very important process for business owners no matter if they want to exit their company's now or in the future.  It so important that business owners plan with their end game in mind!  And do it the right way!!!

      John K. Paglia, Ph.D., CFA, CPA

      Associate Dean; Associate Professor of Finance

      Pepperdine Grazizdio School of Finance

      I have known Peter and worked with him for over 30 years.  That makes him old, not me.  Peter has always demonstrated creative capabilities in dealing with business owners.  We are both Founders of our mutual associations and have shared a lot of insightful conversations together.  It is great to have Peter as a friend and a business alliance partner.  Stay with Peter, he is sincere and competent in all his endeavors!!  I know!!!! 

      Michael R. Nall, CPA, CM&AA, CGMA

      Founder, Alliance of Merger & Acquisition Advisors (AM&AA)

      Co-Founder, MidMarket Alliance

      Peter Christman is the original exit coach –this book is a must read for business owners and their advisers looking to understand how to maximise the value of their business and achieve a successful exit. Peter’s practical approach is based on his many years hands on experience in guiding owners thru this important process.

      Craig West

      CEO | B.Bus (Mgmt), M.Bus (Acct/Fin), M.Tax Law, CPA, CEPA

      I have known Peter for a long time and we definitely share a lot of the same beliefs for business owners and family businesses.  It is a pleasure to work with him on various projects in which to educate these owners.

      Dr. James Weiner

      Principal | Author of The Legacy Conversation

      There are very few people in business today that I trust implicitly. Peter Christman is one of those people. A great thinker, a thought leader, and a person that I greatly admire. His pioneering thinking on Exit & Succession planning, personal and strategic planning has shown others a path through a myriad of confusion. Well done Peter on the new book. This takes off where the last book left off. A powerful sequel in the series.

      Peter Hickey|CEO 

      MAUS Business Systems

      "Pete Christman knows this simple truth: if you own your business, eventually you won’t.

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