Assembling a Multidisciplinary Team for Business Succession Planning
February 19 @ 12:00 pm - 1:00 pm EST
Guest Speaker: Peter J. Merrick, FMA, CFP, TEP, FCSI, Income and Capital Enhancement Consultant, TheIceSolution.com
Host: Mark Alton, CFP®, ChFC®, CLU®, CAP®, AEP®, MSFS, CPWA®, PPI Dean of Collaboration
Description: The principal theme of this session is that developing a successful business exit and estate plan is like assembling a complicated puzzle. Each part must fit with the others in order for the final image to take shape. Given the detailed knowledge of estate planning, business law, mergers and acquisitions, tax law, insurance products, financial planning, and wealth management required during the exit planning process. The objective of this session is to learn what components are needed to develop and manage a multidisciplinary team to adequately represent the client planning to exit their business.
Introduction to Our Guest Speaker
Peter J. Merrick is an income and capital enhancement consultant, speaker and author. Since the early 1990s, Peter’s career in business succession consulting and post-secondary financial education has been unparalleled in terms of depth and experience. He is considered one of the leading experts in succession planning, risk management, estate and trusts, US-Canada cross-border planning, and executive benefits and pensions across North America. Peter is a sought after keynote speaker with expertise in project management for business succession. He is also one of the foremost experts in tax minimization planning solutions for some of North America’s largest public and privately held businesses, property owners, financial institutions, and accounting and legal firms.
Peter is the author of three successful textbooks: ASK: Advisors Seeking Knowledge – A Comprehensive Guide to Succession and Estate Planning – The TASK: The Trusted Advisor’s Survival Kit – and The Essential Individual Pension Plan Handbook. All are considered seminal resources on tax minimization, business succession, estate planning and executive benefits. They have been referred to as “The Dr. Spock” references for succession planning experts, CPAs, CFPs, and wealth and risk management communities. Peter is also a professional financial writer, with over seven hundred published articles.
After being in the financial service industry for more than a quarter of a century, Peter has now written his first novel, The King of Main Street. His hope is that it will help readers understand the financial solutions and core values currently known primarily by experts. He wishes to pass on new and innovative ideas, along with successful strategies, to the seasoned business leader and aspiring entrepreneur alike. He believes the best business succession planning is done through the mentoring of our next generation of societal leaders.