by: Travis W. Harms, CFA, CPA/ABV

The intersection of family and business generates a unique set of questions for family business directors. We’ve culled through our years of experience working with family businesses of every shape and size to identify the twelve questions that are most likely to trigger sleepless nights for directors.

How to Know Your Agreement Will Work Without Triggering It

by Z. Christopher Mercer, FASA, CFA, ABAR

If you are a business owner or are an adviser to business owners, this book is designed for you, providing a road map for business owners to develop or improve their buy-sell agreement.

This is a PDF download of an E-Book.

Understand How Valuation Experts Utilize the Ruling in Income and Estate & Gift Tax Valuation Engagements
Revenue Ruling 59-60 is over 50 years old and it continues to be a foundational document for estate planning and business valuation professionals.

This is a PDF download of the E-Book.

Proven Strategies and Tools for Managing Wealth in Your Private Business

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.

How to Know Your Agreement Will Work Without Triggering It

by Z. Christopher Mercer, FASA, CFA, ABAR

If you are a business owner or are an adviser to business owners, this book is designed for you, providing a road map for business owners to develop or improve their buy-sell agreement.

by Z. Christopher Mercer, FASA, CFA, ABAR

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.

by Z. Christopher Mercer, FASA, CFA, ABAR

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.

This is a PDF download of an E-Book.

by Z. Christopher Mercer, FASA, CFA, ABAR

The very latest version of the Quantitative Marketability Discount Model (QMDM) now includes a revised and expanded explanatory manual, delivered as a .zip file. Included in this file is a PDF and and Excel Model.

This is a downloadable file.