Announcing the Ownership Transition Bundle

Announcing a new Ownership Transition Bundle for business owners and advisers.

My book, Buy-Sell Agreements for Closely Held and Family Business Ownershas been available since 2010 and has sold thousands of copies.  The book sells for $25 (plus shipping).

My latest book, Unlocking Private Company Wealth, was released in late 2014, and is selling at much higher rate than the buy-sell agreement book.  This new book deals with managing private company wealth in ways you likely have not thought about.  This book sells for $25 (plus shipping).  That makes $50 for the two books.

We are now offering an Ownership Transition Bundle, consisting of both books for only $35 (plus shipping).  As they say on selling TV networks, “But wait, there’s more!”

In addition to both books, you will receive immediate downloads of our very popular checklists, the Buy-Sell Agreement Review Checklist, and the Promissory Note Checklist.  The review checklist is by far my most downloaded resource, so this is quite a package!

If you are interested in ownership transition for closely held and private companies, the Ownership Transition Bundle will tell you a great deal about managing private company wealth in the process of thinking about ownership and management transitions.

The buy-sell book will tell you about the unexpected consequences for ownership transition, often quite adverse, when poorly written buy-sell agreements are triggered.  The free resources are available to help discuss and plan for important aspects of transitions.

Buy it now: The Ownership Transition Bundle.

Please note: I reserve the right to delete comments that are offensive or off-topic.

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