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 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.
Format: Paperbacks
Publisher: Peabody Publishing
Publication Date: August 2010 and October 2014