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

Price: $49.95

Exit planning is an important topic given that an over 7.7 million business owners will need exit planning services as the baby boomer generation approaches retirement.

These businesses represent over $10 trillion in wealth. Yet, surprisingly, over 75% of business owners report that they have no formal plans regarding how to retire or exit from their businesses. As a result, this book is a "must read" for all professional advisors interested in helping to ensure the successful transition and management of this wealth.

As author Richard E. Jackim shows readers, exit planning is a comprehensive and integrated approach that helps business owners address all of the personal, business, financial, legal, estate and tax issues involved in exiting a privately held business.

Written specifically for attorneys, financial advisors, accountants, insurance professionals, and other trusted business advisors, this unique book teaches readers how to use exit planning as a way to generate new business from existing clients and bring highly qualified prospects to your door.

Written by Richard Jackim -- an experienced investment banker, former Wall Street attorney, and nationally recognized expert in the field of exit planning and middle market investment banking -- this book belongs in every professional's library.


James W. Cornell, President, Praxiis Business Advisors
This book defines the opportunity well. It will no doubt become the seminal work in this area.

Thomas W. Nickols, Jr.,Vice President, Bernstein Investment Research & Management
Very readable - straight talk from experts. If you need an improved value proposition, this is the perfect guide.

Michael R. Nall, CPA, CM&A, Executive Director, The Alliance of Merger & Acquisition Advisors
The $10 Trillion Dollar Opportunity is, without a doubt, the most comprehensive and integrated approach to exit planning available.

Mark D. Mazur, President, Upstream Consulting, Inc.
No single book does a better job of addressing the holistic nature of exit planning . . . .

Joseph DiPietro, Publisher, M&A Chicago
A important resource for every client-focused M&A advisor or financial business consultant.


The $10 Trillion Dollar Opportunity is the most comprehensive and integrated work available on the subject of exit planning. It takes a practical "how-to" approach to help you integrate exit planning into your practice. Using illustrative examples and case studies, the author has distilled over two decades of experience into a wise, down-to-earth, and eminently practical guide on exit planning. As a result, this book is an essential guide for advisors who work with or represent owners of private, middle-market businesses.

The Ten Trillion Dollar Opportunity is sure to become one of the most important resources for professional advisors who want to understand how to succeed by addressing the growing need of millions of business owners.


Richard Jackim is an experienced attorney and investment banker. During his career as an investment banker, Mr. Jackim has been involved in more than 60 mergers or acquisitions of middle market companies with a combined market value of over $1 billion.

Mr. Jackim is a nationally recognized expert on the topic of exit planning and middle market investment banking. He has been quoted in or written articles for Business Week, The Chicago Tribune, The Counselor, The Business Ledger, Nashville Business Journal, Indianapolis Business Journal, Injection Molding Magazine, Transport Topics, and other regional and national publications.