Exit planning is an important topic given that an over 7.7 million business owners will need exit planning services as the baby boomer generation approaches retirement.
These businesses represent over $10 trillion in wealth. Yet, surprisingly, over 75% of business owners report that they have no formal plans regarding how to retire or exit from their businesses. As a result, this book is a “must read” for all professional advisors interested in helping to ensure the successful transition and management of this wealth.
As author Richard E. Jackim shows readers, exit planning is a comprehensive and integrated approach that helps business owners address all of the personal, business, financial, legal, estate and tax issues involved in exiting a privately held business.
Written specifically for attorneys, financial advisors, accountants, insurance professionals, and other trusted business advisors, this unique book teaches readers how to use exit planning as a way to generate new business from existing clients and bring highly qualified prospects to your door.
Written by Richard Jackim — an experienced investment banker, former Wall Street attorney, and nationally recognized expert in the field of exit planning and middle market investment banking — this book belongs in every professional’s library.