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.

Shepherd is reader supported. When you buy books, we may earn an affiliate commission.

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 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

--------------

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


Book cover of Blown to Bits: How the New Economics of Information Transforms Strategy

Niraj Dawar Author Of Tilt: Shifting Your Strategy from Products to Customers

From my list on marketing strategy.

Why am I passionate about this?

I have taught marketing strategy to MBAs and Executives at Business Schools and companies around the world, and have consulted for major companies in financial services, consumer packaged goods, software, and others for over three decades. Some of my Harvard Business Review articles are among the review’s bestsellers, and my book on marketing strategy, TILT: Shifting Your Strategy from Products to Customers, received the best business book award in 2014. I run a marketing strategy consultancy at Brand Strategy Group with clients on three continents. 

Niraj's book list on marketing strategy

Niraj Dawar Why did Niraj love this book?

This book described the economics of the internet age as the web was taking off. It remains a classic in that it not only predicted many of the transformations that were to play out on the web, including social media, and it continues to be useful as a template for predicting the coming transformations that will be wrought by Web3 and Blockchain.

By Philip Evans, Thomas S. Wurster,

Why should I read it?

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

What is this book about?

Richness or reach? The trade-off used to be simple but absolute: your business strategy either could focus on 'rich' information - customized products and services tailored to a niche audience - or could reach out to a larger market, but with watered-down information that sacrificed richness in favor of a broad, general appeal. Much of business strategy as we know it today rests on this fundamental trade-off. Now, say Evans and Wurster, the new economics of information is eliminating the trade-off between richness and reach, blowing apart the foundations of traditional business strategy. "Blown to Bits" reveals how the spread…


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 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 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 The Long View: Why We Need to Transform How the World Sees Time

Adam Bulley Author Of The Invention of Tomorrow: A Natural History of Foresight

From my list on harnessing the power of human foresight.

Why am I passionate about this?

I am a cognitive scientist interested in how the human mind evolved and how it works. My research focuses on how people make decisions about the future, and in recent years I have become increasingly intent on understanding how to best harness our abilities for long-term thinking. Humans may be the most farsighted creatures that have ever existed on this planet. That also means we are uniquely equipped to tackle the big challenges ahead of us—to use our powers of foresight to create a future worth looking forward to. The books I have chosen below show us how we might do it. 

Adam's book list on harnessing the power of human foresight

Adam Bulley Why did Adam love this book?

In The Long View, Richard Fisher provides a kaleidoscopic view of mental time travel. The book dives into the history of long-term thinking and explores its many facets, including the economic forces and political pressures that drive people to focus on the here and now. We learn about the psychology of foresight, but also about how foresight can be channeled by religion, philosophy, and art. Despite the huge range of topics, Fisher pulls together a clear-headed analysis that will serve as a powerful counterweight to the short-termism he aptly diagnoses in the opening sections of the book. Fisher writes for the BBC and has a wonderful newsletter, also called The Long View, which I highly recommend. 

By Richard Fisher,

Why should I read it?

2 authors picked The Long View as one of their favorite books, and they share why you should read it.

What is this book about?

'A beautifully turned, calmly persuasive but urgent book' IAN MCEWAN

'A landmark book that could help to build a much brighter future' DAVID ROBSON

A wide-ranging and thought-provoking exploration of the importance of long-term thinking.

Humans are unique in our ability to understand time, able to comprehend the past and future like no other species. Yet modern-day technology and capitalism have supercharged our short-termist tendencies and trapped us in the present, at the mercy of reactive politics, quarterly business targets and 24-hour news cycles.

It wasn't always so. In medieval times, craftsmen worked on cathedrals that would be unfinished in…


5 book lists we think you will like!

Interested in planning, business, and entrepreneurs?

10,000+ authors have recommended their favorite books and what they love about them. Browse their picks for the best books about planning, business, and entrepreneurs.

Planning Explore 46 books about planning
Business Explore 2,511 books about business
Entrepreneurs Explore 287 books about entrepreneurs