Unlocking Private Company Wealth
by Z. Christopher Mercer, ASA, CFA, ABAR
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.
Unlocking Private Company Wealth will help you turn your business into the liquidity-creating vehicle it needs to be for you to become independent of the business and truly free to sell it, stay with it, or transition it to others of your choice.
Buy-Sell Agreements for Closely Held and Family Business Owners
Buy-sell agreements are not merely legal documents to be signed and forgotten. How they operate when triggered can have huge consequences for a business owner, his or her family, and the business. Are you sure that you know what will happen when your agreement is triggered? If not, this book is for you. It provides critical information and insight you won’t find anywhere else – information that can save you and/or your heirs money, as well as possibly control of your business.
The 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. It is also an ideal companion to either Buy-Sell Agreements for Closely Held and Family Business Owners: How to Know Your Agreement Will Work Without Triggering It or Buy-Sell Agreements for Baby Boomer Business Owners.
Business 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. Thoroughly revised and expanded, the Second Edition demystifies modern valuation theory, bringing together various valuation concepts to reveal a comprehensive picture of business valuation.
The Buy-Sell Agreement Checklist for Stockholder 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.
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. Mercer’s Valuing Financial Institutions is a ground-breaking resource that focuses on the special issues of financial institution appraisal.
The Quantitative Marketability Discount Model
The Quantitative Marketability Discount Model (QMDM) presents a practical model to assist business appraisers in developing, quantifying and defending marketability discounts under the income approach. The model allows you to quickly and easily quantify marketability discounts in the appraisal of minority business interests. The very latest version of the QMDM now includes a revised and expanded explanatory manual, delivered as a .zip file electronically via email.