Information on buy-sell methods, how to value and protect ownership, and how to finance the buyout for owners, executives, and family members of closely held businesses.

Includes a Case Study to help you prepare your own business for sale, increase its value, and your options to get paid.

An in-depth, 289-page Reference Manual for use by owners, advisers, and other interested parties to properly value a business. Includes 16 Case Studies, 27 Valuation Methods, and a Master Case Study which values an actual company.

An in-depth, 135-page Reference Manual for use by owners and advisers: Why, when, and how to sell a business. Includes 5 Case Studies, 127 valuation and financial concepts and terms, and a checklist of 106 questions to ask and get answers to when selling or buying a business.

To help you prepare a complete company profile, a vital tool for financing, valuing, and selling a business, and to identify new opportunities for growth and improved profitability. Includes a comprehensive Case Study of an actual business.

There are many times in which part of the ownership of a business is sold, transferred, or given away. Done incorrectly, it can put you and the entire company at risk. This Report covers the many pitfalls and provides a sample Investment Letter from the buyer/recipient.

How to get the most money for your business by applying the highest possible multiple to the highest adjusted profit. Includes valuation formulas, profit adjustments, and types and uses of multiples to increase a company’s value.

How to prepare your business for sale, including 9 ways to value the business, 4 ways to get paid, and 14 ways to increase its selling price. Includes a Case Study on how to adjust a company’s financial statements to increase its value and selling price.

Detailed answers to questions about transferring or selling a business, with the impact on estate planning, business continuation, ownership, retirement, insurance, tax implications, and much more.

What to know and how to design a will that saves your heirs taxes and distributes assets according to your intentions. Includes codicils, family transactions, IRS alerts and cautions, distribution options, trusts, estate planning, and a Family Information Roadmap.

How to design a retirement plan that considers all legal and tax options, with planning options, retirement income model, contribution options and limits, use of IRAs/Roth IRA, and compliance and recordkeeping. Includes 27 facts and alerts to use today.

To help you establish the value of a family business for your family, heirs, successors, or the IRS. Includes a Case Study, review of goodwill, use of discounts, and 8 valuation methods with a final weighted value.

This $1,000,000 Estate Distribution Will Answer the Question