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.

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.

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 two Case Studies, financial spread sheet, and a comparative analysis of an actual company to help you put it all together.

Includes ways to increase your retirement income, how to prepare a Retirement Cash Flow Model and make up deficits to meet your retirement needs, with tools to project how much you will have based on additional contributions, savings rate, and how long that money will last.

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

Guidelines for setting compensation to help you determine, increase, and justify your annual salary, and that of your executives, spouse and other family members. Includes 12 compensation criteria, cautions, loans, and other issues.

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.

How to increase your deductions and protect them from IRS attack, with more than 30 tax facts and alerts to substantiate claims, avoid lost deductions, and stay out of trouble with the IRS.

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.

Employment agreements can prevent misunderstandings and costly problems. This Report offers key provisions to include, cautions on firing, and a sample Employment Offer and Employment Agreement.

Why you need key-executive insurance, who to cover, how much you need, what it will cost, which policies to consider, and how it is taxed. Includes term vs. cash-value policies and the formulas to determine the amount of life insurance coverage needed for each executive.

What to know, how to uncover the risks of a lease, negotiating ideas, big-dollar questions to ask, provisions to guard against, providing for future needs, purchase option, and a glossary of rental terms.

Five methods to identify, value, and protect your company’s intangible assets and intellectual property. Includes two Case Studies.

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.

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 avoid misuse of a company's proprietary information by potential buyers, lenders, investors, executives and employees, consultants, advisers, salespeople, agents and reps, and competitors. Includes a sample Confidentiality and Nondisclosure Agreement.

A detailed review of benefit options, retirement plans, tax deductions, and ways to set aside more money for retirement.

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 use your company’s balance sheet for loans that offer more flexibility, more capital, and better repayment terms, especially for cyclical or fast-growing businesses, or even troubled companies.

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.

How to avoid the severe tax implications of loans from your company that the IRS views as taxable compensation or a dividend. Applies to owners, partners, board members, employees, family members, and affiliated businesses.

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.

For new and refinanced loans. How to compare and get the best loan terms by calculating and knowing its effective interest rate. Includes tables, formulas, example of the calculation, and a review of all tax deductions to which you're entitled.

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?

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.

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.