The $10 Trillion Opportunity

By Richard E. Jackim, Peter G. Christman,

Book cover of The $10 Trillion Opportunity: Designing Successful Exit Strategies for Middle Market Business Owners

Book description

The $10 Trillion Opportunity shows business advisors how to develop comprehensive, integrated exit plans for business owners. With the baby boomer generation approaching retirement age, exit planning has become one of the hottest topics for business advisors. Exit planning is a process that asks and answers all of the personal,…

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Why read it?

1 author picked The $10 Trillion Opportunity as one of their favorite books. Why do they recommend it?

I don’t know Richard Jackim, but Peter Christman is the founder of EPI, and this book is often described as “Where exit planning for business owners began.” It was the first to outline exit planning as a process that requires a team. It discusses tax and legal strategies, coordinating with estate planning, and developing a plan for due diligence. Written mostly for advisors, the focus is on the M&A process for middle market companies, but no list of exit planning books would be complete without it.

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Tap Dancing on Everest by Mimi Zieman,

Tap Dancing on Everest, part coming-of-age memoir, part true-survival adventure story, is about a young medical student, the daughter of a Holocaust survivor raised in N.Y.C., who battles self-doubt to serve as the doctor—and only woman—on a remote Everest climb in Tibet.

The team attempts a new route up…

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