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Peter Merrick
- Peter J. Merrick is a top North American expert in business succession, tax planning, and intergenerational wealth transfer.
- He’s the author of The King of Main Street and three industry-standard textbooks, with over 800 published articles.
- His keynotes focus on mentoring, succession, and transforming illiquid business assets into lasting legacies.
Since the early 1990s, Peter’s career in business succession consulting and post-secondary financial education is unparalleled in depth and experience. He is considered one of the leading experts in business succession planning, risk management, estate and trusts, cross border planning and executive benefits and pensions in North America. Peter is sought out for his keynote speaking, his expertise in project management for business succession, his legal expert witness testimonials and his tax minimization planning solutions by some of North America’s largest public and privately held businesses, property owners, financial institutions, accounting and legal firms.
Peter’s current project is his fourth and recently released book called “The King of Main Street.” The theme of this book is business succession planning through mentoring of our next generation of societal leaders.
PETER’S EXPERTISE FOCUSES ON:
- International Estate Planning
- Business
- Financial & Tax Planning
- Financial Services
- Succession Planning
- Philanthropy
- Mentoring
AND HE’S EXPERIENCED IN:
- Consulting
- M&A
- Finance
- Insurance