Peter Merrick
"Experience and excellence are not expensive – they're priceless!" – Peter J. Merrick
Peter J. Merrick is a sought-after speaker, consultant and author on business succession and business brokering, estate planning, and income and capital enhancement solutions. He brings pioneering insights and work experience in the areas of mentorship, financial succession and philanthropic planning. His public speaking appearances, consulting services and seminars are fully customized, and his unique research process is rich in practical content that can be put into practice immediately.
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 business succession planning, intergenerational wealth transfer, risk management, estate and trusts, philanthropy and demographic aging, cross-border financial planning, and executive benefits and pensions. Peter is a sought after keynote speaker with expertise in project management for business succession. He is also one of the foremost experts in business succession planning solutions for some of the largest public and privately held businesses, property owners, financial institutions, accounting, and legal firms and professional and trade associations.
Peter is the author of three successful LexisNexis 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, philanthropy and executive benefits. They have been referred to as "The Dr. Spock" references for succession planning experts, lawyers, accountants and wealth and risk management communities. Peter is also a professional financial writer, with over eight hundred published articles.
After being in the business advisory and financial service industries for more than a quarter of a century, Peter wrote his fourth book, this was his first business novel, The King of Main Street: business – mentorship – succession - legacy. His hope is that it will help the business-minded reader 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. Currently Peter is busy writing his fifth book, it will be released in 2020.
"Experience and excellence are not expensive – they're priceless!" – Peter J. Merrick
Peter J. Merrick is a sought-after speaker, consultant and author on business succession and business brokering, estate planning, and income and capital enhancement solutions. He brings pioneering insights and work experience in the areas of mentorship, financial succession and philanthropic planning. His public speaking appearances, consulting services and seminars are fully customized, and his unique research process is rich in practical content that can be put into practice immediately.
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 business succession planning, intergenerational wealth transfer, risk management, estate and trusts, philanthropy and demographic aging, cross-border financial planning, and executive benefits and pensions. Peter is a sought after keynote speaker with expertise in project management for business succession. He is also one of the foremost experts in business succession planning solutions for some of the largest public and privately held businesses, property owners, financial institutions, accounting, and legal firms and professional and trade associations.
Peter is the author of three successful LexisNexis 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, philanthropy and executive benefits. They have been referred to as "The Dr. Spock" references for succession planning experts, lawyers, accountants and wealth and risk management communities. Peter is also a professional financial writer, with over eight hundred published articles.
After being in the business advisory and financial service industries for more than a quarter of a century, Peter wrote his fourth book, this was his first business novel, The King of Main Street: business – mentorship – succession - legacy. His hope is that it will help the business-minded reader 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. Currently Peter is busy writing his fifth book, it will be released in 2020.
How-To Avoid Becoming Another Family Business Horror Story
In the coming decade tens of trillions of dollars of American privately-owned businesses will transition both their ownership and management control. Are they prepared? This talk takes you on a scary rollercoaster ride behind the scenes of the biggest family-run corporations, showing how family in-fighting brought about their nightmarish untimely ends. Step into the world of a leading expert in business succession and exit planning. It's a world very few witness firsthand. In this...
The $50 Trillion Opportunity – From Your Business Life to The Rest of Your Life
The Trusted Advisor: How to Build and Succeed at the Business of Succession Planning
The How-to Assemble the Right Business Succession and Execution Team
Go Deeper for More Highly Satisfied Clients – Building an Enduring Profitable Advisory Practice
The Kings of Main Street – The Way of the Mentor
Humanity's Hope: Reviving the Forgotten Tradition of Initiation and Mentoring
Member Of
Certifications & Awards
