Peter Christman's




The Master Plan: Exit Strategy for Successful Business Owners

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:

  1. The 5 Ds that ruin 50% of exited business owners;
  2. Strategies for strategic planning, tax planning and life transition planning;
  3. What kind of results you could reasonably expect from your exit;
  4. Which advisors you NEED on your team;
  5. 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.

“Everyone is going to exit his or her business… it’s just a matter of how and when!” – Peter G. Christman


Master Planning Success Stories

These stories originated from interviews with business owners who have successfully exited their businesses. The owners have been interviewed by Bill Metcalf who has interviewed over 1,000 Business Owners and Top Executives over the past 30 years.

His thoughtful questions provoke the profound, the powerful, and the poignant sides of the business owners he interviews. Many interviewers stop just short of the “good stuff” which often comes very late in interviews.
Bill purposely “pushes people’s buttons” to dig deep beneath the Stories of business owners who implemented the Master Planning Principles of:

  1. Maximizing the value of their business,
  2. Got planned personally from an estate, tax and financial point of view and;
  3. Are currently living their life plan where passions drive the narrative.

As one of Great Britain’s giants of retail said of Bill’s interview: “I am very pleased you have contacted me because on the scale of what is important, at the moment, I am at the bottom of my list. Re-visiting your work has put a little light and perspective in my life. Literally I have been hearing myself think. A very useful exercise.”


The $10 Trillion Opportunity

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.