The 10 Trillion Opportunity Designing Successful Exit Strategies For Middle Market Owners A Guide For Professional Advisors
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The 10 Trillion Opportunity
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Author : Richard E. Jackim
language : en
Publisher: Exit Planning Inst
Release Date : 2007-04
The 10 Trillion Opportunity written by Richard E. Jackim and has been published by Exit Planning Inst this book supported file pdf, txt, epub, kindle and other format this book has been release on 2007-04 with Business & Economics categories.
The Ten Trillion Dollar Opportunity is the most comprehensive and integratedwork available on the subject of exit planning. It takes a practical "how-to" approach to help business advisors integrate exit planning into their practices. Using illustrative examples and case studies, the authors have distilled over 50 years of combined experience into a wise, down-to-earth, and eminently practical guide on exit planning. As a result, this book is an essential guide for advisors who work with or represent owners of private, middle-market businesses. The Ten Trillion Dollar Opportunity is sure to become one of the most important resources for professional advisors who want to understand how to succeed by addressing the growing need of over 9 million business owners.
The 10 Trillion Dollar Opportunity
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Author : Richard E. Jackim
language : en
Publisher:
Release Date : 2006-07-01
The 10 Trillion Dollar Opportunity written by Richard E. Jackim and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2006-07-01 with Business & Economics categories.
This logically structured book takes a no-nonsense approach to exploring and addressing a topic that is often misunderstood and at times overwhelming for business owners and their advisors alike--the topic of developing a comprehensive, integrated exit plan for business owners. Includes 12 case studies, 15 illustrations, a glossary, resource guide, bibliography, and a detailed index.
Equity Value Enhancement
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Author : Carl L. Sheeler
language : en
Publisher: John Wiley & Sons
Release Date : 2015-12-08
Equity Value Enhancement written by Carl L. Sheeler and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-12-08 with Business & Economics categories.
A detailed look at risk identification and value creation in private equity investment Equity Value Enhancement ("EVE"): Governance, Risk, Relationships & Knowledge ("GRRK") provides the information and tools practitioners and business owners need to work with the multitude of intangibles ("GRRK") in equity investment decisions. The author engages readers with an insightful and brief claim: "Values are more than numbers." He then provides support for just how important human capital is to the value creation paradox. He doesn't stop there because ideas without definitive actions don't promote transformation. He further challenges the reader with: "If you don't think outside of the box, you're doomed to live in the box." A user-friendly manual chock full of vignettes, suggestions and pithy commentary EVE is a must read for owners, officers, boards and advisors to derive understanding of business value drivers. This book teaches the reader how to conduct more intangible asset due diligence as well as what decisions and behaviors impact value. With more effective methods of risk identification, measurement, management, and mitigation ("IMMM"), trusted advisors and owners can establish a "working on the business" strategy to prioritize issues impacting a company's intangible assets – assets which almost inevitably create the largest component of value in flourishing companies. This focus also serves to reduce risk while leveraging human capital and operational effectiveness. This book challenges users of value enhancement and valuation services to demand greater intellectual rigor to best serve owners/investors of the United States' economic engine—the midmarket company. Therefore, readers are challenged to look beyond the common metrics and numbers. They are admonished to rely less on formulaic approaches and on software that can generate spurious opinions. The reader is called to action by the author, a US Marine Combat Officer veteran, to lead the change: "You burn the boats if you want to be sure you succeed taking the island." Trillions of dollars of private equity are changing hands as Baby Boomer owners and investors seek greater liquidity and legacies while investors seek higher returns from direct investment in private companies. This book provides risk and human capital guidance removing some of the guesswork on valuation and value creation. Provide better evidence of value & equity discounts Identify and quantify risk and provide tools to manage it Inform better business management and investment decisions Create a more comprehensive valuation for equity investments Roadmap and strategy for enhancement of going concern value Governance, Risk and Compliance ("GRC") management are hot topics in today's economic environment. The familiar financial metrics may not be providing adequate indications of value creation – the core principle of most shareholder investment expectation. To identify risk and work with it effectively, practitioners need an in-depth understanding of the forces at play. Equity Value Enhancement is a detailed, insightful guide for making better equity decisions. Finally, the author puts his passion front and center by offering the reader the opportunity to invest in the human capital this book addresses by encouraging support of military veteran's with combat PTSD so they may be productive citizens with the leadership and business skills provided by our country's "Greatest Generation."
Middle Market Strategies
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Author : Richard M. Trottier
language : en
Publisher: John Wiley & Sons
Release Date : 2009-05-18
Middle Market Strategies written by Richard M. Trottier and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009-05-18 with Business & Economics categories.
Break down the walls that stand in the way of business growth with the effective middle market strategies found in Middle Market Strategies The middle market represents about 1% of all U.S. businesses but produces about 40% of the gross domestic product. Winning the middle market is critical to business owners, and vital to the U.S. economy. Providing a comprehensive framework for understanding the market for private mid-sized businesses, Middle Market Strategies helps owners avoid unnecessary risks and enjoy some well-deserved returns by sharing the lessons learned from hundreds of featured business owners. Using ninety real-world case studies, Middle Market Strategies helps inform better business decisions by providing answers to the most pressing questions, including: How do the markets work? How can they be used to improve business value? Which strategies work best? What are the rules and how do you work with them? How are middle market businesses different from larger and smaller businesses? What separates successful businesses from others? Author Richard Trottier's reader-friendly anecdotes depict owners caught in the daily struggle to survive and the choices they made to break down the walls that stood in the way of their growth. Their stories, and the market rules that grew out of them, help to provide CEOs and presidents of mid-market companies, business appraisers, and capital providers with a solid understanding of the market to help them make better business decisions.
The Exit Strategy Handbook
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Author : Jerry L. Mills
language : en
Publisher:
Release Date : 2013-03-15
The Exit Strategy Handbook written by Jerry L. Mills and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2013-03-15 with Business categories.
This book is for owners of closely-held companies who want to sell their businesses in the next few years. They represent only about 8% of the population in the United States, yet they employ between 60% and 70% of all USA employees.
Perfect Your Exit Strategy
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Author : Thomas Metz, Jr.
language : en
Publisher:
Release Date : 2016-03
Perfect Your Exit Strategy written by Thomas Metz, Jr. and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-03 with categories.
Every company needs a sound exit strategy. A sound strategy will enhance the value of the business--thus obtaining a better price when it is sold. In addition, a well prepared company will experience fewer disruptions and less upheaval during the sale process. A good strategy can help to guide decision-making in the short term.Few companies plan far enough in advance for this significant event. In addition, every company has at least some elements of their exit strategy that can be improved upon. Business owners should begin thinking about their exit strategies between two and four years prior to a sale. This goal of this book is to help CEOs and business owners develop a sound exit strategy for the eventual sale of their company.
Planning A Successful Future
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Author : John E. Sestina
language : en
Publisher: John Wiley & Sons
Release Date : 2016-03-21
Planning A Successful Future written by John E. Sestina and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-03-21 with Business & Economics categories.
A deeply insightful guide to goal-based financial planning and wealth management Planning a Successful Future empowers advisors and clients to take control of their money and manage their income to achieve their financial goals. Written by the father of fee-only financial planning, this book features real-life stories and examples from over three decades in the industry to illustrate how financial planning works and the best way to create your strategy. You'll learn how to identify and prioritize your goals, and why they're important—and how to get where you need to be for retirement, education, home ownership, and more. Practical exercises get you started on the right track, and useful checklists keep you organized and focused along the way. You'll get expert insight on risk management, allocation, tax reduction, estate planning, and more, as you develop your strategy and put it into action. The financial services industry undergoes frequent changes, and financial planning specifically is affected to a high degree. Keeping up with the latest news and distinguishing trend from legitimate methodology can itself be a fulltime job. This book gives you the background you need to create a plan, and make the smart choices that will help you grow and protect your wealth. Create a realistic and goal-based financial plan Take a more proactive approach to your finances Identify your goals and how to achieve them Allocate investments appropriately for your situation Financial planning is complex, with many variables to analyze and outside forces that can derail even the best laid plans. Planning a Successful Future gives you the information, tools, strategies, and insight you need to make the best decisions for your financial future.
Esops In Canada
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Author : Perry Phillips
language : en
Publisher: FriesenPress
Release Date : 2015-12-18
Esops In Canada written by Perry Phillips and has been published by FriesenPress this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-12-18 with Business & Economics categories.
Employee Share Ownership Plans (ESOPs) are a powerful tool in a world in which it is no longer business as usual. Whether you want to attract and retain skilled workers, create a succession plan for your business, combat the "brain drain," recognize employee contributions, or need a way to turn your company around through improvements in productivity and morale, an ESOP could be the win-win solution for your company. An ESOP is a formal plan that allows employees to purchase shares in the company they work for. Employees think and act like owners because they actually hold a very real stake in the company. Not only are ESOPs financially beneficial for employees; companies that offer these plans also reap tangible rewards in improved motivation, communication, productivity, and profitability.
Business Valuation For Dummies
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Author : Lisa Holton
language : en
Publisher: John Wiley & Sons
Release Date : 2015-09-15
Business Valuation For Dummies written by Lisa Holton and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-09-15 with Business & Economics categories.
Buying or selling a business? Acquire the tools and learn the methods for accurate business valuation Business valuation is the process of determining the value of a business enterprise or ownership interest. Business Valuation For Dummies covers valuation methods, including advice on analyzing historical performance, evaluating assets and income value, understanding a company's financial statements, forecasting performance; estimating the cost of capital; and cash flow methods of valuation. Written in plain English, this no-nonsense guide is filled with expert guidance that business owners, managers at all levels, investors, and students can use when determining the value of a business. It contains a solid framework for valuation, including advice on analyzing historical performance, evaluating assets and income value, understanding a company's financial statements, estimating the cost of capital, business valuation models, and how to apply those models to different types of businesses. Business Valuation For Dummies takes you step-by-step through the business valuation process, explaining the major methods in an easy-to-understand manner with real-world examples. Inside you’ll discover: The value of business valuation, including when it’s necessary The fundamental methods and approaches to business valuation How to read a valuation report and financial statements The other players in the valuation process How to decide you’re ready to sell — and the best time to do so The three stages of due diligence: the meet and greet; the hunting and gathering; the once-over How to decide you’re ready to buy — and find the right business for you What due diligence means on the buying side of things When to call in the experts: divorce; estate planning and gifting; attracting investors and lenders This is an essential guide for anyone buying a business, selling a business, participating in a merger or acquisition, or evaluating for tax, loan, or credit purposes. Get your copy of Business Valuation For Dummies to get the information you need to successfully and accurately place a value on any business.
Esg And Responsible Institutional Investing Around The World A Critical Review
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Author : Pedro Matos
language : en
Publisher: CFA Institute Research Foundation
Release Date : 2020-05-29
Esg And Responsible Institutional Investing Around The World A Critical Review written by Pedro Matos and has been published by CFA Institute Research Foundation this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-05-29 with Business & Economics categories.
This survey examines the vibrant academic literature on environmental, social, and governance (ESG) investing. While there is no consensus on the exact list of ESG issues, responsible investors increasingly assess stocks in their portfolios based on nonfinancial data on environmental impact (e.g., carbon emissions), social impact (e.g., employee satisfaction), and governance attributes (e.g., board structure). The objective is to reduce exposure to investments that pose greater ESG risks or to influence companies to become more sustainable. One active area of research at present involves assessing portfolio risk exposure to climate change. This literature review focuses on institutional investors, which have grown in importance such that they have now become the largest holders of shares in public companies globally. Historically, institutional investors tended to concentrate their ESG efforts mostly on corporate governance (the “G” in ESG). These efforts included seeking to eliminate provisions that restrict shareholder rights and enhance managerial power, such as staggered boards, supermajority rules, golden parachutes, and poison pills. Highlights from this section: · There is no consensus on the exact list of ESG issues and their materiality. · The ESG issue that gets the most attention from institutional investors is climate change, in particular their portfolio companies’ exposure to carbon risk and “stranded assets.” · Investors should be positioning themselves for increased regulation, with the regulatory agenda being more ambitious in the European Union than in the United States. Readers might come away from this survey skeptical about the potential for ESG investing to affect positive change. I prefer to characterize the current state of the literature as having a “healthy dose of skepticism,” with much more remaining to be explored. Here, I hope the reader comes away with a call to action. For the industry practitioner, I believe that the investment industry should strive to achieve positive societal goals. CFA Institute provides an exemplary case in its Future of Finance series (www.cfainstitute.org/research/future-finance). For the academic community, I suggest we ramp up research aimed at tackling some of the open questions around the pressing societal goals of ESG investing. I am optimistic that practitioners and academics will identify meaningful ways to better harness the power of global financial markets for addressing the pressing ESG issues facing our society.