Peter J. Merrick

Peter J. Merrick

Peter J. Merrick is a sought-after speaker, consultant and author on business succession and business brokering, estate planning, and income and capital enhancement solutions. He brings pioneering insights and work experience in the areas of mentorship, financial succession and philanthropic planning. 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, philanthropy and demographic aging, 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 LexisNexis 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, philanthropy 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 business advisory and financial service industries for more than a quarter of a century, Peter wrote his fourth book, this was 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. Currently Peter is busy writing his fifth book. Peter can be reached at

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