Attorney’s Blog Announces Publication of Kindle Book on Buy-Sell Agreements
Miles Mason, Sr., of the Miles Mason Family Law Group, has posted a review of my new Kindle book, Buy-Sell Agreements for Baby Boomer Business Owners.
Tag Archives: mercer capital
Where is the Mergers and Acquisitions Tsunami?
There was pent-up demand for selling businesses in 2008. Now that we are on the short side of 2012, that pent-up demand is causing unknown pressures for business owners, their families, and their employees, who are uncertain about the necessary transitions that await. The tsunami is coming. Will you be ready? Will your clients be ready?
Morgan Stanley and Citigroup Wrangled Over Big-Time Buy-Sell Agreement: #2 $13.5 Billion Difference
In this second post, Chris Mercer dives deeper into the Citigroup / Morgan Stanley buy-sell agreement outcome. If these results can happen to Citigroup and Morgan Stanley, they can certainly happen to you.
Morgan Stanley and Citigroup Wrangle Over Big-Time Buy-Sell Agreement: #1 Price and Process Reviewed
Overview of a Two Part Series Morgan Stanley and Citigroup entered into a joint venture (JV) dated as of May 31, 2009, with Morgan Stanley owning 51% and Citigroup owning the remaining 49% of the common member interests in Morgan Stanley Smith Barney Holdings LLC (“MSSBH”). The JV was evidenced by the Amended and Restated […]
“Single Appraiser: Select Now, Value Now” Recommendation for Buy-Sell Agreements Featured in NACVA’s QuickRead
A good explanation of the “Single Appraiser: Select Now, Value Now” recommendation from my book Buy-Sell Agreements for Closely Held and Family Business Owners was recently featured in NACVA’s email newsletter. Read it here (also includes a link to the original article on Mercer Capital’s website further explaining this buy-sell agreement recommendation).
FedEx & the U.S. Postal Service: Does Customer Concentration Affect Value?
According to recent news reports, FedEx might lose its contract with the U.S. Postal Service. Does that affect FedEx’s value? What effect does customer concentration have on a private company’s value?
Ask Chris Mercer // Isn’t a valuation process agreement just a fixed price buy-sell agreement that is updated every year?
This series, “Ask Chris Mercer,” is derived from the Q&A session of the May 16, 2012 webinar, “Buy-Sell Agreements” sponsored by WealthCounsel and attended by over 600.