Unlocking Private Company Wealth

Proven Strategies and Tools for Managing Wealth in Your Private Business

by Z. Christopher Mercer, FASA, CFA, ABAR


Format: Paperback
Price: $25.00
Page Count: 208 pages
Publication Date: October 1, 2014


Unlocking Private Company Wealth will be shipped to you within one business day of receipt of your order.


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For Business Owners and Advisers to Business Owners

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 is written directly to you as a business owner. And if you are a baby boomer business owner, it will speak even more directly to you.

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.

Here what one business owner says:

I used to think it was odd how business owners would closely monitor the performance of a few hundred thousand dollars in a retirement account, but have no idea how many millions their business was worth. Stranger still was the fact that their financial advisers didn’t seem to recognize this as a problem.

Unlocking Private Company Wealth illuminates this lopsided view of wealth management and offers a number of smart solutions to fit any business owner situation. This book is a must read for business owners and their advisers.

Not reading it – or taking Chris Mercer’s wisdom to heart – is leaving money on the table. Unlocking Private Company Wealth brings clear perspective and concrete solutions to one of the missing pieces of business ownership – how to turn a lifetime of work into a legacy of wealth.

Barbara Taylor, MBA, Co-Founder, Allan Taylor & Company, Rogers, Arkansas

Business Advisers

If you are an adviser to private business owners, then Unlocking Private Company Wealth is also written for you. It will help you understand how to talk to business owners about managing their private company wealth. It will provide you with a diagnostic tool to help you understand your private company owners’ needs regarding wealth management. Unlocking Private Company Wealth will help you help your clients in ways they will appreciate.

Another business owner says:

It is best to take action when the circumstances are favorable and the timing is right. Unlocking Private Company Wealth examines strategies you can implement now to increase the future value of your closely held business.

Bill Rankin, CPA, Chief Financial Officer, Blue Bell Creameries, LP, Brenham, Texas

Like Bill Rankin says, you definitely want to bring strategies to the table to enhance the future wealth of your business owner clients.

Whether you are a business owner or an adviser to owners, Unlocking Private Company Wealth is a must-read for you. It is a must-share with your fellow owners, or, for business advisers, with your business owner clients.