Christopher Mercer, ASA, CFA, ABAR, Founder and CEO of Mercer Capital, will be interviewed by Roxanne Emmerich, CSP, CMC, CPAE, CEO of The Emmerich Group, on April 9 as part of the “Chat with the Experts” series. Roxanne advises top-performing financial institutions and is the best selling author of Thank God It’s Monday.
During the interview, Mercer will discuss his newest book, Unlocking Private Company Wealth, which focuses on managing the wealth represented by 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. The ideas presented can help business owners turn their business into the liquidity-creating vehicle it needs to be for them to become independent of the business and truly free to sell it, stay with it, or transition it to others of their choice.
During the session, Chris will highlight tools and strategies business owners and advisors to business owners can glean including:
- Don’t wait until it is too late.
- The so-called “smart money tools” of private equity firms and public companies, like leveraged share repurchases, are available to private companies.
- Managing the wealth locked in a private business is different than managing the business.
Learn more about Unlocking Private Company Wealth here.