100 books like Exiting Your Business, Protecting Your Wealth

By John M. Leonetti,

Here are 100 books that Exiting Your Business, Protecting Your Wealth fans have personally recommended if you like Exiting Your Business, Protecting Your Wealth. Shepherd is a community of 10,000+ authors and super readers sharing their favorite books with the world.

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Book cover of Exit Planning: The Definitive Guide

John F. Dini Author Of Your Exit Map: Navigating the Boomer Bust

From my list on business owners planning a transition.

Why am I passionate about this?

I have been a coach to business owners for the last 25 years, with a concentration on exit planning for the last twelve. During that time I have personally worked with over 500 owners. I’ve written 4 books on the subject, two of which were award winners. I’ve seen so many owners who built excellent businesses, but are stymied by how to leave them without deserting their employees and customers. Almost two-thirds of business owners over 60 years old have no plan for the transition of their businesses. I am on a mission to fix that.

John's book list on business owners planning a transition

John F. Dini Why did John love this book?

John Brown is the Founder of the Business Enterprise Institute (BEI,) the organization that grants the Certified Exit Planner (CExP)designation. This is, without a doubt, the most comprehensive book on the options, strengths, and pitfalls of exiting your business. It is, however, pretty dry for the average owner, and is much more useful as a reference work for professional advisors.

By John H. Brown,

Why should I read it?

1 author picked Exit Planning as one of their favorite books, and they share why you should read it.

What is this book about?

Leaving your business is the most significant financial transaction of your life, and nothing has greater financial and emotional consequences. The future quality of your life depends upon how well you manage your exit process.

The Definitive Guide lays out the steps you must take to achieve all of your dreams and aspirations as you exit your business. Author John Brown shares the stories, tested process and exit planning roadmap that is the compilation of wisdom from hundreds of exit planning advisors across North America. These advisors, and John Brown’s company, BEI, create thousands of owner exit plans every year.…


Book cover of Finish Big: How Great Entrepreneurs Exit Their Companies on Top

John F. Dini Author Of Your Exit Map: Navigating the Boomer Bust

From my list on business owners planning a transition.

Why am I passionate about this?

I have been a coach to business owners for the last 25 years, with a concentration on exit planning for the last twelve. During that time I have personally worked with over 500 owners. I’ve written 4 books on the subject, two of which were award winners. I’ve seen so many owners who built excellent businesses, but are stymied by how to leave them without deserting their employees and customers. Almost two-thirds of business owners over 60 years old have no plan for the transition of their businesses. I am on a mission to fix that.

John's book list on business owners planning a transition

John F. Dini Why did John love this book?

Bo Burlingham is an original editor for Inc. Magazine, leading that publication from its founding in Boston through its acquisition and relocation to New York CIty. This collection of “real life” exiting stories is entertaining and a quick read. The subjects are actual business owners, although most had middle-market companies that attract far more interest than the average Main Street (Under $3,000,000 value) businesses. As the author says, “No two exits are exactly alike.” 

By Bo Burlingham,

Why should I read it?

1 author picked Finish Big as one of their favorite books, and they share why you should read it.

What is this book about?

Bo Burlingham, the bestselling author of Small Giants, returns with Finish Big, an original guide to exiting your company successfully and gracefully.

"Finish Big is for all those founder/leaders who want to do more than take...it is for the ones who want to leave something behind." Simon Sinek, author of Start with Why and Leaders Eat Last

"Practical and profound, fast-moving and thought-provoking, masterful in its clear prose and compelling stories- Bo Burlingham has once again done a tremendous service in deploying his craft." Jim Collins, author of Good to Great and co-author of Built to Last and Great by…


Book cover of Walking to Destiny: 11 Actions An Owner MUST Take to Rapidly Grow Value & Unlock Wealth

John F. Dini Author Of Your Exit Map: Navigating the Boomer Bust

From my list on business owners planning a transition.

Why am I passionate about this?

I have been a coach to business owners for the last 25 years, with a concentration on exit planning for the last twelve. During that time I have personally worked with over 500 owners. I’ve written 4 books on the subject, two of which were award winners. I’ve seen so many owners who built excellent businesses, but are stymied by how to leave them without deserting their employees and customers. Almost two-thirds of business owners over 60 years old have no plan for the transition of their businesses. I am on a mission to fix that.

John's book list on business owners planning a transition

John F. Dini Why did John love this book?

Chris is the CEO of the Exit Planning Institute, the organization that grants the Certified Exit Planning Advisor (CEPA) designation. The first half of the book is about the transition of the Baby Boomers, the most entrepreneurial generation in history. The second half outlines EPI’s proprietary Value Enhancement Methodology, a system for increasing the value of your company.

By Christopher M. Snider,

Why should I read it?

1 author picked Walking to Destiny as one of their favorite books, and they share why you should read it.

What is this book about?

For Business Owners. By a Business Owner.
Walking to Destiny is not only your essential resource to understand what makes your business attractive and ready for transition; it is a business owner’s handbook to know HOW TO rapidly grow value and ultimately unlock the personal wealth trapped in your most significant financial asset: Your Business.

The Voice of the Industry:
Christopher M. Snider, CEPA, CEO and President of the Exit Planning Institute, creator of the Value Acceleration Methodology, and Managing Partner of Snider Premier Growth, is recognized as a thought leader and trendsetter in the field of value acceleration and…


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

John F. Dini Author Of Your Exit Map: Navigating the Boomer Bust

From my list on business owners planning a transition.

Why am I passionate about this?

I have been a coach to business owners for the last 25 years, with a concentration on exit planning for the last twelve. During that time I have personally worked with over 500 owners. I’ve written 4 books on the subject, two of which were award winners. I’ve seen so many owners who built excellent businesses, but are stymied by how to leave them without deserting their employees and customers. Almost two-thirds of business owners over 60 years old have no plan for the transition of their businesses. I am on a mission to fix that.

John's book list on business owners planning a transition

John F. Dini Why did John love this book?

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.

By Richard E. Jackim, Peter G. Christman,

Why should I read it?

1 author picked The $10 Trillion Opportunity as one of their favorite books, and they share why you should read it.

What is this book about?

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, business, financial, legal, estate and tax issues involved in selling or exiting from a privately held business. The $10 Trillion Opportunity is a logically structured book with a no-nonsense approach to exploring and addressing a topic that is often misunderstood and at times overwhelming for business owners and their advisors…


Book cover of The Ultimate Retirement Guide for 50+: Winning Strategies to Make Your Money Last a Lifetime

Liisa Kyle Author Of Making the Most of Your Retirement: Ways to Foster Health, Happiness & Fulfillment at Any Age

From my list on if you are thinking about retirement.

Why am I passionate about this?

As a life coach and author of two dozen self-help books, I’ve spent the past twenty years helping people prepare for, plan, and go through major life changes, such as the transition to retirement. I’ve interviewed dozens of retirees about the challenges and opportunities they’ve experienced during their retirement. I’ve designed this guide so you can be strategic in choosing your path, overcome challenges, and make adjustments to make the most of this chapter of your life.

Liisa's book list on if you are thinking about retirement

Liisa Kyle Why did Liisa love this book?

Money is the biggest concern for most people thinking about retirement. Suze Orman is the queen of straight-talk about how best to manage your finances during this chapter of your life. She explains practical steps you need to take to make sure you have enough money to last your lifetime. I love that she is ruthless about making readers consider the long-term effects of their purchases and financial decisions.

By Suze Orman,

Why should I read it?

1 author picked The Ultimate Retirement Guide for 50+ as one of their favorite books, and they share why you should read it.

What is this book about?

THE PATH TO YOUR ULTIMATE RETIREMENT STARTS RIGHT HERE

When you think about planning for retirement - whether it's years in the future or just around the corner - you're bound to have questions. Can I ever afford to stop working? Will Social Security be there for me when I need it? How can I make my money last? Have I waited too long to start saving?

Suze Orman, America's most recognized expert on personal finance, answers all the questions that keep you up at night - starting with the biggest one: It is never too late to start planning…


Book cover of Walkable City: How Downtown Can Save America, One Step at a Time

Jordan Yin Author Of Urban Planning For Dummies

From my list on planning livable cities from the bottom up.

Why am I passionate about this?

I’m an urban planner and educator who is fascinated not just by cities and the experience of place, but also by the ideas and actions that go on “behind the scenes” in the planning of cities. Almost all US cities are guided by some sort of local plan and, while no plan is perfect, my hope is always that inclusive planning can help communities solve their problems to make any place a better place. I was raised in Cleveland, Ohio, and have lived mostly in the eastern US – from Michigan to Alabama – where I'm constantly intrigued by the everyday “nooks and crannies” of the places and communities where I live, work, and play.

Jordan's book list on planning livable cities from the bottom up

Jordan Yin Why did Jordan love this book?

Cities have become more pedestrian-friendly over the last decade and Jeff Speck’s book is one of the reasons for this movement. Walkability saves lives, promotes a sense of community, and makes places more sustainable. Speck’s guide to “Ten Steps of Walkability” is an instant classic in the practice of urban planning with approachable ideas such as “mixing uses” and “getting parking right” that can help bridge the gap between activists, politicians, and developers to work together improve any community.

By Jeff Speck,

Why should I read it?

2 authors picked Walkable City as one of their favorite books, and they share why you should read it.

What is this book about?

Jeff Speck has dedicated his career to determining what makes cities thrive, and he has boiled it down to one key factor: walkability. The very idea of a modern metropolis evokes visions of bustling sidewalks, vital mass transit, and a vibrant, pedestrian-friendly urban core. But in the typical American city, the car is still king and downtown is a place that's easy to drive to but often not worth arriving at. Making walkability happen is relatively easy and cheap; seeing exactly what needs to be done is the trick. In this essential book, Speck reveals the invisible workings of the…


Book cover of Your Business, Your Book: How to plan, write, and promote the book that puts you in the spotlight

Andrew Crofts Author Of Ghostwriting

From my list on ghostwriting and ghostwriters.

Why am I passionate about this?

I have been a ghostwriter for over thirty years, publishing more than a hundred books under other people’s names, as well as those under my own name. It has allowed me to live a hundred different and varied lives and it is a profession I like to encourage all writers to consider. Several of my own novels have featured ghostwriters as central characters, including Secrets of the Italian Gardener and What Lies Around Us.

Andrew's book list on ghostwriting and ghostwriters

Andrew Crofts Why did Andrew love this book?

Ginny Carter is another very experienced ghostwriter and in this book, she explains exactly why it is good for business people to write books in order to promote themselves, their companies, and their products. Since most successful business people do not have the time to write the books themselves, her eloquent arguments will inevitably lead them to hiring ghostwriters such as Ginny – and myself.

By Ginny Carter,

Why should I read it?

1 author picked Your Business, Your Book as one of their favorite books, and they share why you should read it.

What is this book about?

*WINNER OF THE BUSINESS BOOK AWARDS 2020!*

If you're a coach, consultant, or speaker who makes a living from your expertise, this is for you. It's the guide you need to help you plan, write, and promote the book that elevates your authority, increases your visibility, and gets more clients saying 'yes'. Because creating such a book is a challenge. Where do you start? How do you keep going until the end? And what do you do when you've finished? Don't let your book stay in your head - allow it to come to life and make a positive difference…


Book cover of Gemba Walks

Bartley J. Madden Author Of Value Creation Principles: The Pragmatic Theory of the Firm Begins with Purpose and Ends with Sustainable Capitalism

From my list on knowledge building and value creation.

Why am I passionate about this?

My intellectual journey has focused on three related passions: understanding how firms create value and the link to their stock market valuations, systems thinking, and knowledge building. This has led to the Madden Center for Value Creation at Florida Atlantic University that promotes the key value creation principles that are the foundation for a prosperous society. Prosperity is more widely shared through a society rooted in dynamism with enthusiastic support for experimentation, knowledge building, and innovation by firms. The Madden Center offers a Certificate in Value Creation online course that packages a learning experience to upgrade the knowledge, skills, and resources you need to create value. 

Bartley's book list on knowledge building and value creation

Bartley J. Madden Why did Bartley love this book?

I believe systems thinking is a prerequisite to developing innovative solutions to complex problems.

Lean thinking positions the firm as a system comprised of value streams that incrementally produce the final products delivered to customers. Lean thinkers say that all activities spent that do not add value in the eyes of customers are waste. So, purge all waste everywhere.

The intellectual leader of this approach to value creation is Jim Womack. He is the master of Gemba Walks—verify the purpose of the value stream, then go to where the work is done, and generate ideas for purging waste. The power of this type of fundamental observation is illustrated in the diverse stories Womack tells of his Gemba Walks over many years.

By Jim Womack,

Why should I read it?

1 author picked Gemba Walks as one of their favorite books, and they share why you should read it.

What is this book about?

The life of lean is experiments. All authority for any sensei flows from experiments on the gemba [the place where work takes place], not from dogmatic interpretations of sacred texts or the few degrees of separation from the founders of the movement. In short, lean is not a religion but a daily practice of conducting experiments and accumulating knowledge." So writes Jim Womack, who over the past 30 years has developed a method of going to visit the gemba at countless companies and keenly observing how people work together to create value. Over the past decade, he has shared his…


Book cover of The 4 Disciplines of Execution: Achieving Your Wildly Important Goals

Donald Summers Author Of Scaling Altruism: A Proven Pathway for Accelerating Nonprofit Growth and Impact

From my list on essential reading for nonprofit leaders.

Why am I passionate about this?

I have spent most of my adult life using entrepreneurial business practices and principles to redesign and transform nonprofits. From my very first nonprofit organizational acceleration, I was hooked. The wealth one receives from helping other people is so much richer and more satisfying than money–altruism is truly life's greatest pleasure. You know the movie The Sixth Sense where the little kid sees dead people everywhere? I am the same way, except everywhere I look, I see uncaptured opportunities for social impact. I live and breathe social impact strategy, governance, financing, evaluation, and change management. Because by fixing problems in those areas, organizations are able to do more to make the world a better place.  

Donald's book list on essential reading for nonprofit leaders

Donald Summers Why did Donald love this book?

Planning is easy, but execution is hard. Nonprofit leaders can gain a clear, practical understanding of how to measure and execute an organization's progress toward social impact goals with the clear, simple, and compelling four disciplines of execution.

It is simply terrific for putting strategy into practice. You will learn the key concepts from 4DX. We found reading it like getting a new set of glasses that brings the world of management into focus and allows us to see a pathway to success.

By Chris McChesney, Sean Covey, Jim Huling

Why should I read it?

3 authors picked The 4 Disciplines of Execution as one of their favorite books, and they share why you should read it.

What is this book about?

Fully revised and updated, the definitive guide for leaders on how to create lasting organisational change.

Do you remember the last major initiative you watched die in your organisation? Did it go down with a loud crash? Or was it slowly and quietly suffocated by other competing priorities? By the time it finally disappeared, it's quite likely noone even noticed.

Almost every company struggles with making change happen. The 4 Disciplines of Execution: Revised and Updated is meant to help you reach the goals you've always dreamed of with a simple, repeatable, and proven formula. In this updated edition of…


Book cover of Deep Purpose: The Heart and Soul of High-Performance Companies

Dan Pontefract Author Of Work-Life Bloom: How to Nurture a Team that Flourishes

From my list on making you think about purpose and meaning.

Why am I passionate about this?

Since 2014 I have studied, researched, and written about the concepts of meaning and purpose. In 2016, I published a book entitled The Purpose Effect dedicated solely to the topic. In Work-Life Bloom, two of the key work-life factors that make up the accompanying model focus on meaning and purpose. I am known for urging people to declare their purpose, writing it down, and sharing it far and wide. My declaration is as follows: “We’re not here to see through each other; we’re here to see each other through.”

Dan's book list on making you think about purpose and meaning

Dan Pontefract Why did Dan love this book?

Ranjay Gulati delves—dare I say—deeply into the significance of purpose-driven organizations in today's business landscape.

The book emphasizes how cultivating a strong, authentic purpose can lead to exceptional performance and long-term success.

What I loved is that Gulati highlights that purpose is not just a tagline but rather a dynamic, guiding force that drives innovation, collaboration, and resilience. He shows how it can help decision-making.

Gulati shares several compelling case studies and practical tools that helped me affirm my position on the concept of organizational purpose. If you’re passionate about transformative leadership, Deep Purpose will inspire you to create meaningful impact in your organization.

By Ranjay Gulati,

Why should I read it?

1 author picked Deep Purpose as one of their favorite books, and they share why you should read it.

What is this book about?

'If you want to be inspired to build more sustainable organizations, Deep Purpose should be your next read' Arianna Huffington, Founder & CEO, Thrive Global

'Insightful, practical, and timely' Adam Grant, #1 New York Times bestselling author of Think Again and host of the TED podcast WorkLife

'Deep Purpose points to the conversations we must have right now about how to redefine the role of business in society, restore trust, and enhance our license to operate ... Highly recommended' Paul Polman, former CEO, Unilever

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Distinguished Harvard Business School professor Ranjay Gulati takes readers inside some of the world's most…


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