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Case Studies Case Studies
Case Studies
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.
#01: 50 Strategies to Increase and Manage Your Cash Flow
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.
#02-A. Case Study: In Four Years, This Company Went from Big Profits to Bankruptcy
The Bankruptcy: How It Happened with the Financial Statements, the Lessons, and the Solutions
#02: How to Determine the Value of a Business
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.
#04: Assessing a Business' Health and Profitability
Includes two Case Studies, financial spread sheet, and a comparative analysis of an actual company to help you put it all together.
#06: Selling a Business: Structuring and Negotiating the Best Deal
Includes a Case Study to help you prepare your own business for sale, increase its value, and your options to get paid.
#08: Auto and Equipment Leasing
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.
#101: How to Value Any Business
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.
#102: Selling Your Business: How to Negotiate the Best Deal
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.
#10: Profiling and Presenting Your Company to the World
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.
#14: How to Value and Protect a Company's Goodwill and Its Intangible Assets
Five methods to identify, value, and protect your company’s intangible assets and intellectual property. Includes two Case Studies.
#16: Buying a Business: How to Do It the Right Way
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.
#19: 12 Ways to Multiply a Business' Value
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.
#21: Analyzing Your Own Business or One You Want to Buy or Invest In
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.
#23-A. Why You Should Personally Own Your Company’s Facilities
A Wealth-Building Strategy for You and Your Family to Own Assets Outside the Business
#23: How to Prepare Your Business for Sale
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.
#25: Pricing Your Company's Products and Services to Increase Sales and Profits
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.
#26: Cash Flow: Know Its Value When Buying, Selling, or Expanding
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?
#28: How to Finance a Business: Common Stock, Preferred Stock, Debt, and Convertible Securities
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.
#29-A. Case Study: How One Owner Received 33 Times Earnings and 150% of Book Value for His Company
Selling or Buying a Business? Why You Must Adjust the Financial Statements to Know Its Real Value
#34-A. Case Study: Minority Owner Sues and Gets Court Ordered Buy-Out
The Allegations by This Minority Owner, the Legal Steps Taken, Majority Owner Mistakes, and the Buy-Out at 4.7 Times Book Value
#34: Your Business: How the IRS Values a Family Business for Heirs, Successors, Gifts, and Estate Taxes
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.
#36: Your Ownership: What to Know About the Equity in Your Business
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.
#49-A. How to Use Dollar-Cost Averaging to Reduce Risk on Investment Portfolio
An Illustration Details the Exact Benefits of Using Dollar-Cost Averaging
#57-A. Case Study: How to Make Small Orders More Profitable
The 5 Steps and 5 Ways to Price Small Orders
