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Unlocking Private Company WealthUnlocking Private Company Wealth

For business owners and business advisors, Unlocking Private Company Wealth is all about managing the wealth represented by your ownership of a private business. The book calls for business owners to treat their illiquid, private company wealth with the same care and respect as their liquid wealth and retirement funds.

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Buy-Sell Agreements for Closely Held and Family Business OwnersBuy-Sell Agreements for Closely Held and Family Business Owners

Buy-sell agreements are among the most common yet least understood business agreements and many are destined to fail to operate like the owners expect. Many, in fact, are ticking time bombs, just waiting for a trigger event to explode. If you are a business owner or are an adviser to business owners, this book is designed for you, providing a road map for business owners to develop or improve their buy-sell agreement.

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Ownership Transition BundleOwnership Transition Bundle

This bundle includes both his newest book Unlocking Private Company Wealth and the popular Buy-Sell Agreements for Closely Held and Family Business Owners.

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Buy-Sell Agreements for Closely Held and Family Business Owners EbookBuy-Sell Agreements for Closely Held and Family Business Owners Ebook

The popular print book is now an e-book. Buy-sell agreements are among the most common yet least understood business agreements and many are destined to fail to operate like the owners expect. Many, in fact, are ticking time bombs, just waiting for a trigger event to explode. If you are a business owner or are an adviser to business owners, this book is designed for you, providing a road map for business owners to develop or improve their buy-sell agreement.

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Buy-Sell Agreements – Kindle EditionBuy-Sell Agreements – Kindle Edition

The first in the Baby Boomer Business Owner Transition Guide Series, this Kindle e-book speaks directly to the situation facing many boomer business owners – planning for transition. A buy-sell agreement is a transition vehicle, and how it operates when triggered can have a substantial financial and personal impact on the next phase of your life.

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Buy-Sell Agreement Review ChecklistBuy-Sell Agreement Review Checklist

The updated and revised Buy-Sell Agreement Review Checklist is a streamlined review tool that addresses the many obvious, yet overlooked, valuation issues related to buy-sell agreements.

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Buy-Sell Agreement Checklist for Shareholder Promissory NotesBuy-Sell Agreement Checklist for Shareholder Promissory Notes

Promissory notes are frequently used as a funding mechanism when buy-sell agreements are triggered. However, most buy-sell agreements reflect very little thought or negotiation researching the promissory notes they contain. This checklist helps you determine if your promissory note is reasonable for all parties under reasonably foreseeable circumstances.

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Quantifying Marketability Discounts Companion, Version 4.0Quantifying Marketability Discounts Companion, Version 4.0

The very latest version of the Quantitative Marketability Discount Model (QMDM) now includes a revised and expanded explanatory manual, delivered as a .zip file electronically via email.

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Business Valuation: An Integrated TheoryBusiness Valuation: An Integrated Theory | Second Edition

Whether you are an accountant, auditor, financial planner, or attorney, Business Valuation: An Integrated Theory, Second Edition enables you to understand and correctly apply fundamental valuation concepts.

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Valuing Financial Institutions

Valuing Financial Institutions is the first book written specifically to meet the needs of professional appraisers of financial institutions, executives in financial institutions, and the accountants, attorneys, and other professionals who serve the industry.

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