At the Exit Planning Summit, leaders in the exit planning space convene to share their passion for helping business owners grow more significant companies. With their expertise, these leaders have documented and authored various writings to teach, inspire, and innovate the space. Following is a collection of authors in the exit planning space who will attend the 2025 Exit Planning Summit Author Showcase.
Join us on May 5th, 2025, at the Sunseeker Resort in Charlotte Harbor, Florida, as we showcase these must-read exit planning books.
Learn more about these authors and their books below!
For Business Owners. By a Business Owner. Walking to Destiny is not only your essential resource to understand what makes your business attractive and ready for transition; it is a business owner’s handbook to know how to rapidly grow value and ultimately unlock the personal wealth trapped in your most significant financial asset: Your Business.
The book is also designed to bridge the gap between advisors and owners to get them on the same page. From an advisor perspective, the Value Acceleration Methodology has become the leading process for exit planning and is prominently utilized by exit planning advisors worldwide. We want to change the outcome for business owners who have invested their lives in their businesses.
Order the second edition of Walking to Destiny!
With more than two decades of insight, Scott covers everything from the importance of timing to buyer types, valuation, legacy, and lifestyle, with the ultimate goal of explaining options and providing peace of mind.
Owners can be confident in their right steps as they make what might be the largest financial transaction of their lives.
Winning Secrets contains substantial, practical insights designed to help individuals reach their full potential to increase Impact, Influence, and Income. It all starts with the Right Definition, the Right Ruler, and the Right Celebrations. Master these, and the rest will follow.
Whether you are a business leader, an aspiring professional, or someone eager to make a more substantial impact, this book provides a comprehensive guide. It teaches you how to engage, equip, and empower those around you through established leadership principles. Additionally, it reveals the essence of heroism and how its application can significantly enhance your leadership capabilities.
Exiting a business may be the biggest financial decision of a business owner's life—so why leave it to chance?
In Poised for Exit, Julie Keyes provides a clear roadmap to help business owners prepare for a successful and strategic exit on their own terms. Whether they are years away from selling or approaching the transition soon, this book's tools, checklists, and insights will help maximize value, minimize stress, and ensure a smooth transition.
Proper preparation is essential to help business owners safeguard their achievements and confidently embark on their next chapter.
Using the Entrepreneurial Operating System (EOS), this book provides a clear, actionable roadmap for defining your Core Values, fostering alignment, and eliminating the chaos of a haphazard culture. Whether you’re struggling with hiring, productivity, or team dynamics, People will help you shape a workplace where both your business and your employees can thrive.
Drawing from nearly two decades of experience, Tina demystifies the jargon, shares real-world success stories, and lays out a step-by-step blueprint for launching, running, and growing a thriving peer group. Whether you're starting from scratch or looking to refine your approach, this book will help you create an unparalleled Member Experience (MX) that keeps members engaged and your business thriving.
This book helps business owners improve their businesses in eight key areas that will set them up for growth in revenue and profits today, not just for eventually selling their business. By focusing on the present as shown, owners will have more sales, more profit, and even more exit options.
Those who operate their own company, firm, or practice typically plan for everything ― except success. Too often, business owners focus only on generating an income from their operations; they fail to realize the real payoff comes from building an enterprise that has value beyond the income they earn annually. The result is a squandered opportunity to truly achieve the American Dream.
Above all, this book is a guide to creating a happy and fulfilling life. Just as business owners need a financial portfolio to support their retirement, they also need a Happiness Portfolio® to truly flourish in this new phase of life. A Happiness Portfolio goes beyond a simple bucket list, although bucket list items should certainly be included. It is a comprehensive plan for living every aspect of your life in a way that ensures a feeling of fulfillment and contentment. This portfolio encompasses vision, intention, and the amount of time and energy owners wish to invest in each of the eight non-financial areas of their lives.
Succession planning can be a challenging topic, but what if there was an easy way to begin the conversation?
In Every Family’s Business, two strangers meet on a flight to Barbados and soon discover that they both work in family businesses. As they share stories of their successes and failures, one of them reveals 12 powerful questions that have guided his family's business for four generations.
This engaging, insightful, and practical bestselling novel helps families break the ice and initiate important conversations about their business's future. With a blend of sound business principles, love, and mutual respect, the book offers a proven method to ensure both family harmony and financial security.
Most business owners started their companies hoping to gain the freedom to do what they want, work on their own schedule, earn the income they deserve, and eventually retire comfortably from their hard work. Unfortunately, according to John Warrillow, many owners discover that stepping away from their business is extremely challenging. This happens because they’ve created a company that relies too heavily on their personal involvement. Without them, the business can lose its value regardless of size or profitability.
Whether owners are just starting to consider selling or are ready to finalize the sale, this book offers practical insights, expert advice, and actionable strategies to help them maximize their profit and minimize their stress. From dispelling common myths to avoiding costly pitfalls, Andy and his carefully selected team of experts provide the tools they need to achieve a successful sale.
Carrie Kerpen shares the proven process she used to scale her business to an eight-figure exit in this groundbreaking guide. Through a relatable fable featuring seven women entrepreneurs, Carrie provides actionable advice, leadership lessons, and strategies for transforming a lifestyle business into a sellable asset that generates substantial profit. With practical tools, evaluations, and clear implementation steps, The Whisper Way teaches how to close the exit gap, achieve business success, and sell a business for its true value. Whether an owner is just starting out, scaling, or preparing to sell, this book offers a path to financial independence and lasting success.
Unlock your potential at the Exit Planning Summit, where advisors will experience the opportunity to evolve through experiences, people, and innovation. Enhance your approach to connecting with business owners, cultivate impactful relationships, and engage in conversations that lead to powerful exit planning strategies. Over the course of three days, you will forge lasting connections with influential business owners, setting the foundation for new opportunities to achieve the best outcomes for your clients. Don't miss out on this chance to grow and make a lasting impact!