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Powerful Information on How to Succeed by
Designing Successful Exit Strategies for
Business Owners
Designed specifically for attorneys, financial
advisors, accountants, insurance professionals,
and other trusted business advisors, this
unique book teaches new and valuable ways to
help you generate new business from your existing
clients and bring highly-qualified prospects
to your door.
Written by Richard Jackim and Peter Christman
- nationally recognized experts in the field
of exit planning and middle market investment
banking - this essential resource will show you
how to sell more of your professional services
using exit planning.
The $10 Trillion
Opportunity is the most
comprehensive and integrated
work available on the subject
of exit planning. It takes a
practical "how-to" approach
to help you integrate exit
planning into your practice.
Using illustrative examples
and case studies, the authors
have distilled over 43 years
of combined experience into
a wise, down-to-earth, and
eminently practical guide on
exit planning. As a result,
this book is an essential
guide for advisors who work
with or represent owners of
private, middle-market businesses.
The $10 Trillion Opportunity
is sure to become
one of the most important resources
for professional advisors
who want to understand
how to succeed by addressing
the growing need of over 9
million business owners.
The $10 Trillion Opportunity will help you:
- Position your practice to benefit from the
aging baby boomer generation
- Differentiate you from your competitors
- Strengthen your relationship with
your clients
- Create opportunities to provide additional
value-added services that business
owners need
- Create a new source of revenues for
your practice
- Create a network of professional
referral sources
- Charge for your services based on value, not
time
- Create clients who are "raving fans" and who
refer new business.
"Very readable-all straight
talk from the experts. If you
need an improved value
proposition, you have found
the perfect how-to manual.
This book should be on
every financial advisor's
reading list."
Thomas W. Nickols, Jr.
Vice President
Bernstein Investment Research
& Management
"The Ten Trillion Dollar
Opportunity is, without a
doubt, the most comprehensive
and integrated
approach to exit planning
available. The authors do a
masterful job of summarizing
this complex,
multidisciplinary topic."
Michael R. Nall, CPA, CM&A
Executive Director
The Alliance of Merger &
Acquisition Advisors
"No single book does a
better job of addressing the
holistic nature of exit planning
... it provides a blue
print for success that will
leave every reader a raving
fan. This is a must read for
anyone who works with or
advises business owners."
Mark D. Mazur
President
Upstream Consulting, Inc.
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