Buy-Sell Agreements | Valuation Handbook for Attorneys
Published by the American Bar Association, Buy-Sell Agreements: Valuation Handbook for Attorneys is a one-of-a-kind resource for attorneys representing business owners. Well-prepared buy-sell agreements establish a valuation process to set the price at which a transaction will occur when trigger events happen. Many, if not most, buy-sell agreements in existence today have dated language pertaining to the description of their appraisal processes and the definitions of the price to be set by these processes.
Business Valuation: An Integrated Theory, 3rd Edition
The revised and updated third edition of Business Valuation: An Integrated Theory explores the core concepts of the integrated theory of business valuation and adapts the theory to reflect how the market for private business actually works. In this third edition of their book, the authors, two experts on the topic of business valuation, help readers translate valuation theory into everyday valuation practice.
Publication Date: October 2020
Unlocking 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.
Buy-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.
Ownership 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.
Buy-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.
Buy-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.
Buy-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.
Quantifying 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.
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.








