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

By Peter G. Christman

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.

• Language: English
• Publisher: BookBaby
• Release date: Feb 19, 2015
• ISBN: 9781508670339

Book preview

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.

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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.   Most