Managing Partner
Rich Jackim
Former M&A attorney, founder of the Exit Planning Institute, and author of The $10 Trillion Opportunity.
Video introduction from Rich
About
25 years on both sides of the table.
Rich began his career practicing M&A law at White & Case, where he saw firsthand how deals are won and lost in the fine print. He went on to found the Exit Planning Institute, helping create the exit planning profession and the CEPA designation used by advisors nationwide.
Today he leads sell-side and buy-side engagements for owners of the lower middle market, running every transaction personally, start to finish.
42+
Transactions closed
$310M+
Aggregate deal value
Industries Served
Deep experience across the lower middle market.
Manufacturing
Managed Services (MSPs)
Professional Services
Distribution & Logistics
B2B SaaS
Trucking & Transport
Published Work
Articles & books by Rich.
Book
The $10 Trillion Opportunity
Rich's book on the coming wave of baby boomer business transitions, and how owners can prepare.
Exit Planning
The Complete Exit Planning Guide for Founders
Everything owners need to know about planning, preparing, and executing a successful exit.
Deal Structure
The Earnout Elimination Playbook
How to eliminate the conditions that make buyers demand an earnout — before you go to market.
Ready When You Are
Talk to Rich about your exit.
Get a free, confidential market assessment — no pitch, no pressure.