My topic at the annual conference of the Institute for Extraordinary Banking in Minneapolis (September 10-12) relates to the softer side of what I normally talk about.  Roxanne Emmerich of the Institute and the Emmerich Group interviews me as we warm up for the conference.

“Succession” and “Transition” Planning – More Than Notebooks on Your Shelf is the topic I will be discussing.  It will be interesting.

If you can’t attend the conference, then take a few minutes to listen to this interview, which touches on a number of the issues I’ll cover.

A good deal of what I’ll be talking about will be from my book Unlocking Private Company Wealth.  It is available here.

Until next time, be well!

Chris

New Book on Buy-Sell Agreements

The drafting of a new book on buy-sell agreements is almost complete.  The working title is Buy-Sell Agreement Handbook for Attorneys.  I am not an attorney.  As always, I write based on my experience as a businessman and valuation guy.

My previous books on buy-sell agreements have been written from the perspective of business owners as in the title of the most recent book: Buy-Sell Agreements for Closely Held and Family Business Owners.  Attorneys were, thankfully, one of the bigger markets for this book.

Many times, however, attorneys have said to me, in effect, “Chris, we like the ideas in your book.  Do you have some template language to help us implement them?”

Until now, unfortunately, the answer was a “Not yet.”  Now, this new book will contain detailed template language for several valuation processes for buy-sell agreements. I’m excited to get it to the point of making it available to attorneys, business appraisers, financial planners and, yes, business owners.

If you want to be notified when Buy-Sell Agreement Handbook for Attorneys becomes available, give me a quick email and we will put you on the list at  mercerc@mercercapital.com.