The following appeared in a recent issue of the BV Wire from Business Valuation Resources.

New resource for BV experts in an advisory role

BV experts can act as advisors to help business owners understand value and help them see how they can tap into that value. A new book, Unlocking Private Company Wealth, by Z. Christopher Mercer (Mercer Capital), will help you understand how to talk to business owners about managing their private company wealth. You’ll receive a diagnostic tool to help you understand your private company owners’ needs regarding wealth management.

Free buy-sell tools: Thanks to the baby boom tidal wave, exit planning is a hot topic. When you buy the print book, you’ll receive a free download of Mercer’s book on buy-sell agreements. You’ll also get two checklists: one for buy-sell agreements in general and one for buy-sell agreement promissory notes.

To order your copy and receive free resources, click here or see the top right of this blog.