The Master Plan Exit Strategy for Successful Business Owners: Discover a Strategic Planning Formula
()
About this ebook
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.
Related to The Master Plan Exit Strategy for Successful Business Owners
Related ebooks
Your Exit Map: Navigating the Boomer Bust Rating: 0 out of 5 stars0 ratingsHow to Open & Operate a Financially Successful Consulting Business Rating: 0 out of 5 stars0 ratingsThe Entrepreneur’s Guide to Financial Well-Being Rating: 0 out of 5 stars0 ratingsThe Ultimate Business Tune Up: A Simple Yet Powerful Business Model That Will Transform the Lives of Small Business Owners Rating: 0 out of 5 stars0 ratingsExit Rich: The 6 P Method to Sell Your Business for Huge Profit Rating: 0 out of 5 stars0 ratingsThe One Page Business Plan (Review and Analysis of Horan's Book) Rating: 5 out of 5 stars5/5Business Strategy Journal: A Step by Step Guide to a Successful Business Plan & Strategy Rating: 5 out of 5 stars5/5MBA in a Box (Review and Analysis of Kurtzman, Rifkin and Griffith's Book) Rating: 0 out of 5 stars0 ratingsBusiness Systems Management Complete Self-Assessment Guide Rating: 0 out of 5 stars0 ratingsBulletproof Your Business: How To Survive And Thrive In Any Economy Rating: 0 out of 5 stars0 ratingsConsulting Business: Step-by-Step Startup Guide Rating: 1 out of 5 stars1/5Your Cash Is Flowing: Why Every Entrepreneur Needs to Think like a CFO Rating: 0 out of 5 stars0 ratings3 Strategies For Small Business Success: Business Strategies, #1 Rating: 0 out of 5 stars0 ratings35 Silent Business Killers: How to Stop Them Before They Kill Your Business Rating: 0 out of 5 stars0 ratingsHow to Boost Your Online Sales for Maximum Profits Rating: 0 out of 5 stars0 ratingsFinance for Business Managers Rating: 0 out of 5 stars0 ratingsCutting Costs Effectively in Recession & Recovery Rating: 0 out of 5 stars0 ratingsThe Start-Up Entrepreneur: An Emerging Market Experience Rating: 0 out of 5 stars0 ratingsAn Everyday Aussie's Guide to Business Structuring Rating: 0 out of 5 stars0 ratingsFrom Cubicle to Cloud: How to Start and Scale a Virtual Professional Service Business Rating: 0 out of 5 stars0 ratingsMBA Programs 2010 Rating: 0 out of 5 stars0 ratingsWinning New Customers in Recession & Recovery Rating: 0 out of 5 stars0 ratingsEnlightened Entrepreneurship: How to Start and Scale Your Business Without Losing Your Sanity Rating: 5 out of 5 stars5/5The Profitable Consultant: Starting, Growing, and Selling Your Expertise Rating: 5 out of 5 stars5/5How to Effectively Market and Manage an Accounting Firm Rating: 0 out of 5 stars0 ratingsHow to Build a Successful Consulting Practice Rating: 0 out of 5 stars0 ratingsThe Five Little Business Pigs: Helping Reluctant Business Owners build simple profitable businesses they love Rating: 0 out of 5 stars0 ratingsStartup Strategy: The Art of The Start for Solopreneurs, Even if You Already Started… Rating: 3 out of 5 stars3/5The Art of War for Small Business: Defeat the Competition and Dominate the Market with the Masterful Strategies of Sun Tzu Rating: 0 out of 5 stars0 ratingsMillion Dollar Referrals: The Secrets to Building a Perpetual Client List to Generate a Seven-Figure Income Rating: 0 out of 5 stars0 ratings
Business For You
The Intelligent Investor, Rev. Ed: The Definitive Book on Value Investing Rating: 4 out of 5 stars4/5How to Write a Grant: Become a Grant Writing Unicorn Rating: 5 out of 5 stars5/5Productivity Hacks: 500+ Easy Ways to Accomplish More at Work--That Actually Work! Rating: 4 out of 5 stars4/5Your Next Five Moves: Master the Art of Business Strategy Rating: 5 out of 5 stars5/5Becoming Bulletproof: Protect Yourself, Read People, Influence Situations, and Live Fearlessly Rating: 4 out of 5 stars4/5How To Pay Off Your Mortgage in 5 Years Rating: 5 out of 5 stars5/5The Richest Man in Babylon: The most inspiring book on wealth ever written Rating: 5 out of 5 stars5/5Crucial Conversations Tools for Talking When Stakes Are High, Second Edition Rating: 4 out of 5 stars4/5Emotional Intelligence: Exploring the Most Powerful Intelligence Ever Discovered Rating: 5 out of 5 stars5/5Lying Rating: 4 out of 5 stars4/5Summary of J.L. Collins's The Simple Path to Wealth Rating: 5 out of 5 stars5/5Soundtracks: The Surprising Solution to Overthinking Rating: 5 out of 5 stars5/5Leadership and Self-Deception: Getting out of the Box Rating: 4 out of 5 stars4/5Tools Of Titans: The Tactics, Routines, and Habits of Billionaires, Icons, and World-Class Performers Rating: 4 out of 5 stars4/5Robert's Rules Of Order Rating: 5 out of 5 stars5/5Collaborating with the Enemy: How to Work with People You Don’t Agree with or Like or Trust Rating: 4 out of 5 stars4/5Good to Great: Why Some Companies Make the Leap...And Others Don't Rating: 4 out of 5 stars4/5Grant Writing For Dummies Rating: 5 out of 5 stars5/5Financial Words You Should Know: Over 1,000 Essential Investment, Accounting, Real Estate, and Tax Words Rating: 4 out of 5 stars4/5The Hard Thing About Hard Things: Building a Business When There Are No Easy Answers Rating: 4 out of 5 stars4/5Confessions of an Economic Hit Man, 3rd Edition Rating: 5 out of 5 stars5/5The Catalyst: How to Change Anyone's Mind Rating: 4 out of 5 stars4/5Crucial Conversations: Tools for Talking When Stakes are High, Third Edition Rating: 4 out of 5 stars4/5Set for Life: An All-Out Approach to Early Financial Freedom Rating: 4 out of 5 stars4/5
Reviews for The Master Plan Exit Strategy for Successful Business Owners
0 ratings0 reviews
Book preview
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.