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peter merrick - business exit planning expert on journey to success radio


Peter Merrick specializes in business exit planning and is the President of MerrickWealth.com.

TechBlocks VP Business Development, Peter Goral, and I interviewed Peter for Journey To Success Radio.

about peter merrick


www.merrickwealth.com

Peter Merrick can be contacted at 416.854.1776 or peter@merrickwealth.com

Peter J. Merrick, BA, FMA, CFP, TEP, FCSI is a Trust and Estate Practitioner and President of MerrickWealth.com, a business exit planning firm in Toronto specializing in income and capital enhancement solutions for business owners.

He is also the author of over 800 published articles and three industry text books:

  • ASK- Advisor's Seeking Knowledge (LexisNexis, 2013)
  • “The TASK - The Trusted Advisor’s Survival Kit” (LexisNexis, 2009)
  • “The Essential Individual Pension Plan Handbook” (LexisNexis, 2007)

He is currently completing his fourth book, his attempt at an easy read for the successful entrepreneurs, titled: “The King of Main Street – Life, Succession and Legacy.”

ask - advisors seeking knowledge


Within the next 10 years, three quarters of the control of privately held companies in Canada worth between $3.7 Trillion will see their senior management and owners retire. This is the definitive resource that reveals the step-by-step process of how to effectively preserve, protect and distribute this wealth transfer. This book is designed to be the resource for the innovative and proactive professional seeking to guide clients to smoothly transition into the last third of their lives, making it the best and most productive time of their lives.

This is of particular value for the business owner, the public accountant, the lawyer, the financial planner, the student, the business management consultant, the HR professional, the trust and estate practitioner, the investment advisor, the insurance agent and the investment banker.

Advisors Seeking Knowledge was written by an unparalleled collection of committed experts from across North America who have accumulated career experience of over 1,000 years.

If you are truly looking to make a breakthrough in your career, business, and income as a trusted advisor or business owner, then making the commitment to this book is the right decision.

T.A.S.K. – The Trusted Advisor’s Survival Kit


In the next decade 43% of our workforce will approach retirement. At the same time $1.3 trillion will pass through the hands of business owners who control most of the wealth in Canada. These people rely on their trusted advisors to preserve and distribute this wealth. Your success depends on your ability to achieve these goals.

The Trusted Advisor’s Survival Kit gives you the wisdom of 46 experts from all areas of tax, estate, legal, and financial consulting — with over 1,000 years of collective experience. Discover creative, beneficial strategies known to only a select few accountants, financial professionals, and tax lawyers in North America. You’ll learn how to:

  • Recognize where law, accounting, tax, insurance, and pensions overlap
  • Build a team of seasoned professionals to create individualized solutions for your clients
  • Combine Individual Pension Plans with the most advanced investment methods for maximum tax savings
  • Select the right employee benefits to protect your clients’ firms, employees, and families
  • Underwrite insurance policies to minimize future litigation
  • Grow and sell businesses for top dollar

Contributors share personal stories and insights from advising extremely successful entrepreneurs and executives. You’ll find invaluable advice whether you read each chapter or refer to specific sections.

My Amazon Authors page http://amzn.to/2p0sIWl


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