News Column

New Book Guides Small Business Owners through Exit Planning Process

July 8, 2014

Business and financial strategist Mark Tepper outlines 12 tips for entrepreneurs to sell their businesses

CLEVELAND--(BUSINESS WIRE)-- A new book based on extensive research with business owners provides entrepreneurs with advice for selling their businesses. Walk Away Wealthy: The Entrepreneur’s Exit-Planning Playbook guides business owners through innovative strategies to develop value and build a sale-ready business.

Author and succession planning expert, Mark Tepper, president of Strategic Wealth Partners, outlines the core elements of a successful exit plan, defined by 12 unique secrets. Tepper based the book on a year-long research initiative where he conducted interviews with over 100 entrepreneurs nationwide regarding their exit plans. From the conversations, he uncovered their common challenges and identified winning strategies to help business owners confront their unique challenges.

Lauded by other experienced financial professionals and book authors, advanced praise for the book cites its actionable advice for building value and creating a better sale environment:

“Reading Walk Away Wealthy will not only guarantee a more profitable sale of your business in the future; it will also set the groundwork for a more efficient, successful and intentional present,” says Mark Hopkins, author of Shortcut to Prosperity and Managing Partner of Crescendo Capital Management.

Brian Tracy, author of Now, Build a Great Business says: “Walk Away Wealthy is loaded with practical ideas you can use to maximize the value of your business—to yourself and the person you sell it to.”

Tepper provides actionable advice for entrepreneurs to begin the process effectively, highlighting necessary steps at every stage. In the initial stages, he encourages business owners to determine their current value and incorporate specific strategies to boost value over time, which will ultimately yield the most lucrative sale. As the exit planning process continues, Tepper offers advice on selecting the most appropriate professional advisors to execute the sale and concludes with advice on envisioning life post-sale and managing the liquidity event with a long-term perspective.

Published by Greenleaf Book Group, Walk Away Wealthy is now available from major retailers and online, as well as in an e-book format.

About the Author

Mark Tepper is a Certified Financial Planner, President and CEO of Strategic Wealth Partners. Tepper conducts extensive research on entrepreneurs and exit planning strategies. He is managing the business endeavors and personal finances of business owners across the country. His expertise is regularly featured in the national financial media, including CNBC, Fox Business Network, CNN and The Wall Street Journal.

Walk Away Wealthy: The Entrepreneur’s Exit-Planning Playbook (Greenleaf Book Group; 978-1-62634-084-8) will be available in stores and online on July 1, 2014. For more information, please visit

Gregory FCA

Marissa Foy, 610-228-2104

Source: Strategic Wealth Partners

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Source: Business Wire

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