Ownership Transition Bundle

by Z. Christopher Mercer, ASA, CFA, ABAR


Format: Paperbacks
Price $35.00
Publication Date: August 2010 and October 2014


In this special offer, receive both of Mercer’s Ownership Transition print books, Unlocking Private Company Wealth and Buy-Sell Agreements for Closely Held and Family Business Owners.


Unlocking Private Company Wealth

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.

Written both for business owners and advisers to business owners, this book can help you turn your business (or your client’s business) into the liquidity-creating vehicle it needs to be for you (or your client) 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 for Closely Held and Family Business Owners is your guide for understanding what your agreement says from business and valuation perspectives. The book includes a comprehensive and yet understandable roadmap for business owners and their advisers. It discusses the three major types of buy-sell agreements – fixed price, formula and valuation process agreements.

You will want to share this book with your fellow owners, your accountant, your attorney and your financial planner. Together you can insure that your buy-sell agreement will not be a ticking time bomb, but that it will provide a reasonable resolution, in terms of pricing, terms and process, if and when it is triggered.


Complimentary Resources with Purchase

In addition to the printed books, you’ll also receive a complimentary PDF for immediate download of both The Buy-Sell Agreement Review Checklist and The Buy-Sell Agreement Checklist for Shareholder Promissory Notes.