Succession, Exit & Transition Planning for Business Owners

More than $10 Trillion of wealth is tied up in businesses started by the Boomer generation. In many cases, these entrepreneurs have not memorialized a plan to capture the value of their hard work. In many cases, Attorneys, Financial Planners, CPA's, CFP's and Investment Bankers have not been proactive in helping corporate executives in preparing to move on to the next adventure. Peter Christman, co-author of the book "The $10 Trillion Opportunity", president of the Christman Group and founder of the Exit Planning Institute will share his strategies on how business owners can be S.E.T. for life; and how business advisers can participate in the $10 Trillion opportunity In this 30 minute conversation, he will answer: Is it a desire to continue nurturing your business for the next generation? Are you seeking new professional challenges? Or perhaps is it your time to relax and enjoy new adventures and experiences? As you dream of a new future, are you confident your legacy will be preserved?