PETER MERRICK
TOPICS - • Business • Change • Evolving • Finance
• Investments • Leadership

PETER MERRICK - PROGRAMS

  • The Kings of Main Street - The Way of the Mentor
  • 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 Preactice for the 21st Century
  • How to Avoid Becoming Another Family Business Horror Story

PETER MERRICK - BIOGRAPHY

Peter J. Merrick is an income and capital enhancement consultant, speaker and author. 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, 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 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 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 financial service industry for more than a quarter of a century, Peter has now written 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.

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PETER MERRICK - MEDIA

The King of Main Street

When Michael meets Harold in what he thinks is a chance encounter in downtown Chicago, this young, cocky entrepreneur has no inkling of the journey of self-discovery and growth he is about to embark on. This quest occurs over the course of several decades, after Harold takes Michael under his wing. Harold has been crowned "The King of Main Street," a title he has rightfully earned as one of the most successful businessmen to ever walk the earth. Harold instructs his protégé about the most valuable discoveries, insights and lessons he has learned during his life's journey. In turn, Michael learns what it takes for true success in living, business, mentorship and succession. Harold shows Michael that it is important in life for a man to leave a worthy legacy. But Harold also has much more in store for him than Michael could ever have imagined.

The King of Main Street is much more than an ordinary business book. This is an essential tale on how to achieve enduring business and financial success, succession planning and mentorship, and it takes the reader on an adventure through some of the most important eternal truths. It is a story of life's great hidden secrets that had been passed on from generation to generation but have been unfortunately forgotten by today's society. The lessons taught by Harold and gifted to Michael and the reader can be applied directly to the challenges faced by business leaders and aspiring entrepreneurs. The King of Main Street is both a reference guide and a literary work. It is an indispensable roadmap for anyone searching to find their rite of passage towards lasting prosperity and creating a unique legacy.