About the Book
Direct marketing to 350,000 broker/dealers in financial services industry
Active leadership role in Million Dollar Roundtable and Top of the Table industry association of high achievers
Linkedin Campaign - 250,000 ad impressions to 50+ year old small business owners who are thinking about succession planning
Targeted podcast tour
Table of Contents:
Chapter 1 - I will not be that guy
Chapter 2 - Any Road will get you there
Chapter 3 - ALWAYS End with the Beginning in Mind
Chapter 4 - Its all about the Firm
Chapter 5 - Financial Readiness!
Chapter 6 - Emotional Detachment - Finding your identity in things other than your business
Chapter 7 - Strategic Readiness
Chapter 8- Are you a Business or a Book of Business? The View from the eyes of the purchaser is often far different than from the eyes of the seller.
Chapter 9- It Takes SWEAT!
Chapter 10 - The Six Perils Every Practitioner Must Avoid at all Costs
Chapter 11 - What is Your Company Worth?
Chapter 12 - What Now?
About the Author :
Donald F. White is the author of two audio series entitled "Legacy Planning" and "Building a Great Business". For over 20 years Don’s daily radio broadcast, God’s Money, was heard on WAY-FM in southeast Florida and on the Internet worldwide. Donald received his Chartered Life Underwriter designation (CLU) in 1981, his Chartered Financial Consultant designation (ChFC) in 1986, and his Accredited Estate Planner designation (AEP) in 1994. Lastly, he became an Accredited Investment Fiduciary (AIF) in 2013. He is also a Past-Chairman of Love without Boundaries Board of Directors (www.lovewithoutboundaries.com), a non-profit organization assisting orphans and vulnerable children. A world renowned communicator, Donald has spoken on virtually every corner of the globe, including several talks at the MDRT Annual Meeting, the keynote to the first-time attendees of the 2000 MDRT Annual Meeting and was a main platform speaker at the 2014 meeting in Toronto. He is the proud father of twin adopted girls from China, Sydney and Reagan. His wife Grace, does all she can to keep him home with her and their kids, rather than riding his bicycles, golfing, rowing, boating, scuba diving or skiing in the Rockies.
Review :
"Donald White has put this outstanding book together from his learnings from thousands of business owners he knows moving through the transition process of selling or stepping back from their businesses. Don is a man of the highest integrity, and his clients and colleagues listen when he speaks. He has spoken all over the world about real topics that make you think, reflect, and get on with the job!" -- Angus McQueen, CEO, McQueen Group
"For any seasoned financial services practitioner who has yet to both declare and have a written business transition strategy for their business, this book is a must. Don provides a personal and very applicable business view to the most important things which need to be considered when thinking about your own exit strategy-- long before you intend on such a transition." -- Jim Brownlee, CFP, CLU, ChFC, Vice President Independent Distribution, Canada Life Assurance Company
"I found this book to be both honest and thought-provoking. Thank you for your insight and the wisdom of your experience. I am now motivated to plan for succession for myself and my clients." -- Randy Reed, CPA, Managing Partner, Reed and Company CPA Firm "Any business owner (or someone who is inspired to become one) should read this book. From start to finish, I was captivated by the stories and didn't want to put the book down. I only wish this book was written three years earlier before we sold our business (to my kids). Informative, educational, inspiring, a great benefit to all who read. It really had me thinking about how I ran my business. Don's success came because he always put the customer first." -- Nick Fiorella, Founder, Fiorella Insurance
"This book is a must-read for any entrepreneur building a business and creating a legacy. Don has done a masterful job in sharing the many lessons he learned while exiting his business, and he is giving back through the gift of sharing. This book is a no-nonsense guide to help other business owners avoid the many pitfalls of succession and legacy transfers. I wish I had this book to hand out to the hundreds of business owners I have had the pleasure of working with over my 30-year career in the financial services industry." -- Jeffery A. Ferguson, Senior Executive Leader, Financial Services Industry
"The 'D-Man' is one of the finest and most intellectually honest men I have had the honor to professionally support over the past two decades. In his book, Don shares his 25-year personal mission of executing a win/win succession plan for all stakeholders in his business. He clearly outlines simple steps to build and launch a successful succession plan. His masterful grip and practical understanding of this topic lends itself to any industry or professional organization-- not just within the world of finance and advisory firms. I have been a witness to Don living a purposeful life and building his legacy as a trusted leader. My life has been blessed to know him professionally and personally. Now, the world gets to know him, too!" -- Patty Azar, Founder & Former CEO, Vision Alignment, Inc.
"Building a business is like building a home-- all the steps should be done in order. Don White convincingly lays out all the critical elements to building a business upon these critical building blocks that will allow a business to last for generations and succeed when others cease." -- Jim Rogers, MBA, CFP, Retired Financial Services Executive; Past President, Million Dollar Round Table (2008)
"Don's personal life journey is thoughtfully shared to highlight how every ending brings a new beginning. With the goal of successfully transitioning his business, he leaves the reader with his life's legacy: Move your business forward with confidence and purpose with the ultimate goal of putting others first: your clients, your staff, your family, and finally, you. With over 40 years in the Financial Services business, Don has vast knowledge and experience in what matters most: purpose, gratitude, time, health, and surrounding yourself with the people you cherish the most." -- Jennifer A. Borislow, President, Borislow Insurance; Past President, Million Dollar Round Table (2012)
