Real examples from real companies to illustrate the concepts in action, and to apply to the specific needs of your business. Case Studies are contained within the Reports and Manuals listed below.
Where appropriate, each case study is updated continually to reflect recent tax legislation, and all annual indices and limits published by the IRS and other organizations.
Strategies that work equally well both in good and bad times to increase cash flow today, with a Case Study on increasing sales and profits.
The Bankruptcy: How It Happened with the Financial Statements, the Lessons, and the Solutions
Includes a Case Study to apply to your own business or one you want to acquire, with how to compute the final, weighted value of an actual company.
Includes two Case Studies, financial spread sheet, and a comparative analysis of an actual company to help you put it all together.
Includes a Case Study to help you prepare your own business for sale, increase its value, and your options to get paid.
To help you decide whether to lease or buy an automobile or other capital equipment, with advice from an experienced leasing expert on what to watch for, ask for, and insist on.
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.
Five methods to identify, value, and protect your company’s intangible assets and intellectual property. Includes two Case Studies.
Purchasing all or part of another business demands careful analysis. This Report provides a detailed acquisition guideline, and a Case Study to illustrate what kinds of things can go wrong and the consequences when they do.
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.
Over 100 questions to ask, 14 mistakes to avoid, and all the areas to analyze when evaluating another business you are thinking of buying or investing in, or when positioning your own business for growth, financing, or potential sale.
A Wealth-Building Strategy for You and Your Family to Own Assets Outside the Business
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.
A complete review of the types of analysis that can take all the guesswork out of setting prices for both new and existing products. Includes examples, the steps to pricing a company’s products, and a Case Study.
How to ensure that any investment today makes economic sense for the future. Includes two Case Studies as a buyer and as a seller: What is the desired return? And what should the net cash inflow be to obtain that return?
How to use debt, common stock, preferred stock, and convertible securities to get needed capital for equipment purchases, working capital, debt repayment, and expansion. Includes Case Studies on each financing method and sources of capital.
Selling or Buying a Business? Why You Must Adjust the Financial Statements to Know Its Real Value
The Allegations by This Minority Owner, the Legal Steps Taken, Majority Owner Mistakes, and the Buy-Out at 4.7 Times Book Value
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.
Detailed instructions to help you value the equity in a family business, with a Case Study of an actual business from start-up. Includes the concepts, initial capitalization, and value calculations. Also includes present value tables and discussion of present value analysis.
An Illustration Details the Exact Benefits of Using Dollar-Cost Averaging
The 5 Steps and 5 Ways to Price Small Orders