Peter Merrick

Learn why it is absolutely essential for International Ultra High Net Worth Individuals to access the U.S. Risk Management Markets through structuring U.S. domiciled life insurance solutions for non-U.S. residents and non-U.S. citizens by utilizing the little known Section 2105 of the U.S. Internal Revenue Code (IRC). This is a key solution for the global citizen looking for tax and creditor protection advantages in the world’s largest, most mature and secure economy. Learn about solutions that will exempt proceeds from all U.S. estate taxes while providing asset and creditor protection with low economic, political and business risks for all life insurance proceeds for non-U.S. residents and non-U.S. citizens.
(Suitable for Non-U.S. Residents and Non-U.S. Citizens and/or for their trusted advisors and/or for professional advisory organizations both domestic and international)

In the coming decade tens of trillions of dollars of American privately-owned businesses will transition both their ownership and management control. Are they prepared? This talk takes you on a scary rollercoaster ride behind the scenes of the biggest family-run corporations, showing how family in-fighting brought about their nightmarish untimely ends. Step into the world of a leading expert in business succession and exit planning. It’s a world very few witness firsthand. In this action-packed and illuminating presentation Peter Merrick will entertain you with countless stories that will shock you, touch your heart, and even make you laugh. These business stories and insights have been gained from a career in the trenches working with private businesses for over three decades. You will leave the presentation with powerful tools on how to avoid, contain, and resolve the dreaded FAMILY WAR that can erupt when a business is ill prepared for succession, killed by lack of vision and skill, sibling rivalries and petty jealousies.
(Suitable for business owners and/or for their trusted advisors)

In the coming decade over $50 trillion of American, British, European and privately held businesses around the world will undergo a change with serious implications for their owners and society in general. Whether these businesses are sold, liquidated, wind up, passed on to heirs, or re-characterised in some way, there must be a proper exit plan put in place to insure financial growth, security and business continuance. Owners of these companies and their trusted advisors will require leadership in taking these illiquid business assets and transforming them into secure liquid assets. The mandate of this presentation is to provide pertinent and relevant information to assist business owners and their trusted professional advisors during this turbulent transitional period.
(Suitable for business owners and/or for their trusted advisors)

During the coming decade, both developed and emerging economies will experience the transition of the largest intergenerational wealth transfer in human history through the exchange of ownership of tens of trillions of dollars worth of businesses around the world from our ageing entrepreneur population. This presentation outlines the basic issues related to succession planning for a business and gives an overview of the key strategies that will result in the trusted advisor assisting entrepreneurs to exit their businesses on their own terms, achieving their wealth preservation and wealth distribution goals, while in the process the trusted advisor builds a very successful, reputable and advisory practice for themselves.
(Suitable for the Trusted Advisor and their firms/companies) 

The principal theme of this session is that developing a successful business exit and estate plan is like assembling a complicated puzzle. Each part must fit with the others in order for the final image to take shape. Given the detailed knowledge of estate planning, business law, mergers and acquisitions, tax law, insurance products, financial planning, and wealth management required during the exit planning process. The objective of this session is to learn what components are needed to develop and manage a multidisciplinary team to adequately represent the client’s total interests during the process of exiting a successful business.
(Suitable for the Trusted Advisor and their firms/companies)

This presentation offers an overview of the tremendous value to both the trusted advisor and the client during the financial discovery process that is holistic rather than limited to the traditional financial, business succession or estate data questionnaires. By the end of this presentation, you will understand the value of “values” questions and relationship building with clients. You will learn how to differentiate your advisory practice from being an ordinary salesperson to that of being a valued consultative advisor – the new paradigm of advice vs. sales. The aim of this keynote is to assist the trusted advisor to understand how to create “highly satisfied” client relationships, resulting in helping the advisor grow their business while eliminating merely “satisfied” and “relatively satisfied” clients that may actually be costing you money and future business.
(Suitable for the Trusted Advisor and their firms/companies)

In this talk, you’ll hear about transitional and succession planning in a different and meaningful way – the way of the Mentor. It’s succession planning with heart, compassion and wisdom, taking into account how hard it is to not only let go, but what to leave behind. You’ll hear how to mentor those who will succeed you, how to help them become excellent leaders, while stewarding your legacy into the future. For anyone who owns a business, or has ever owned one, or will be taking one over – this talk is an absolute must hear.
(Suitable for business owners and/or for their trusted advisors)

Not far in humanity’s past, mentorship relationships were an essential part of every ancient culture. Considering the relative difficulty of our ancestors’ daily struggle for existence, it would have been illogical that they would have supported initiation and mentorship for young people — if there had been no significant return on investment for their societies. A mentorship relationship is one of the most complex, developmentally important, and life-enhancing events in a person’s life. Unfortunately, the tradition of mentoring relationships and harnessing their benefits are missing in our modern world today. We are no longer taught to value our responsibilities and obligations to others in our societies — or ourselves. This is much more than an ordinary talk. It is about reconstituting an essential part of the human spirit — to teach, to learn and to help our communities, societies, and humanity grow by tapping into the youth and vitality that is all around us. Come join Peter as he takes this complex topic of Initiation and mentoring and makes it tangible, something you can hold, share, and have with you for the rest of your life.

(Suitable for all audiences)