Master Planning Success Stories


Master Planning Success Stories

Dive deeper into the core concepts within exit planning and expand your understanding of the Value Acceleration Methodology™.

Learning Objectives:

  • Learn why three out of four businesses may change hands over the next 10 years
  • Learn how to apply the concept of Master Planning with clients
  • List the three contributing factors in an effective exit plan

About the EPI Deep Dive Webinar Series:

The Deep Dive Webinar Series provides attendees premier continuing professional education on exit planning and value acceleration topics. This intermediate to advanced program level series occurs once a month and each session expands on critical content that is relevant to the active practitioner presented by experts from specialties within the exit planning ecosystem. Each session is taught by one of the expert faculty members from the most widely endorsed and accepted exit planning credentialing program on the market today: Certified Exit Planning Advisor ® (CEPA®). Register today and enhance your exit planning knowledge every month with EPI!

Click here to connect with the CEPA Faculty Members.


The EPI Deep Dive webinar series was designed to provide EPI members easy access to quality continuing education on hot topics of high interest. Each session is taught by one of the expert faculty members from the most widely endorsed and accepted exit planning credentialing program on the market today: Certified Exit Planning Advisor® (CEPA®), which provides you an opportunity to revisit modules from the program and dive deeper than you were able to go during your original training.

Peter G. Christman, CEPA

Peter G. Christman, CEPA

Co-Founder, Exit Planning Institute

Contact Peter

Peter Christman is an experienced entrepreneur, corporate executive, and investment banker. After spending 25 years as an investment banker with other firms, Peter Christman founded The CHRISTMAN Group, LLC to provide middle-market business owners with a comprehensive and integrated suite of services that simplify the exit process while maximizing the value of the client’s business.  Peter Christman is responsible for originating and executing middle market investment banking assignments at The CHRISTMAN Group. During his 30-year career, Pete has successfully sold more than 200 companies in a wide variety of industries. Transactions have ranged in size from several million dollars to over one hundred million dollars.

Prior to founding The CHRISTMAN Group, Peter was a principal in Business Search, Ltd., a Barrington-based middle market M&A firm. Before founding Business Search, Ltd., Peter was the co-founder of the Chicago office of a national middle market M&A firm where he earned that firm’s “Top Gun” award, which recognizes the firm’s most successful dealmaker. In addition, Pete Christman earned other coveted accolades, including eight “Gold Max” and several “Crystal Max” awards for his ability to originate and close transactions.  Before becoming a middle market investment banker, Pete spent 17 years in high-level marketing and management positions with both Ford Motor Company and Xerox Corporation. Pete is an active member of industry organizations such as the Association for Corporate Growth, Midwest Business Brokers and Intermediaries Association, and the Indianapolis Venture Club.

Peter earned a BS in Marketing from Wayne State University.

Connect with the Presenter: Christman Group | Website:  |  Phone: (847)303-6554  |  Email: | LinkedIn: Connect with Peter

Continuing Education

CEPAs receive 2 CE credit

CPAs receive 0 CPE credit

*Attendees must meet polling participation requirements in order to qualify for continuing education.

cpe-logo-png-full-colorThe Exit Planning Institute (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at: