004: What You Need To Do Before (Not After) You Exit Your Business with Peter Christman

After 22 years as an investment banker, Peter Christman founded the Christman Group, where he helped middle-market business owners prepare for exit planning while maximizing value. As he did this work, he realized something huge: many founders were losing massive amounts of value by failing to do a number of things before (not after) selling their businesses. Peter took what he learned and founded the Exit Planning Institute, where he provides financial advisors with the best industry content, ongoing practice support, and owner education resources. His CEPA program is now the most widely endorsed and accepted exit planning program in the world, with over 600 certified advisors in over 10 countries. He's also the author of The Master Plan Exit Strategy for Successful Business Owners: Discover a Strategic Planning Formula, an international bestseller in eight countries, and The $10 Trillion Opportunity, where he teaches business advisors how to develop comprehensive, integrated exit plans for business owners. Today, Peter joins the podcast to talk about co-founding the Exit Planning Institute, the big reasons people fail at succession and exit planning, and action steps business owners can take right now to begin preparing for an exit.   Get the full show notes MarkKravietz.com   Subscribe, Rate & Review the Podcast MarkKravietz.com/subscribe