Solutions
Information Center
For You and About Us
Home 
Financial Transactions Financial Transactions
Financial Transactions Financial Transactions
Financial Transactions
Reports in this category include ownership issues that are not ordinarily part of day-to-day business operations, such as issues that surround buying or selling a business, valuing a business, succession and business continuation, and raising capital. For a more focused view of the reports that are most relevant to your immediate needs, click on the appropriate solution in the Menu Bar at the left side of this page.
All reports and manuals are updated continually to reflect recent tax legislation and all annual indices and limits published by the IRS and other organizations.
#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.
#03: Buy-Sell Agreements and Succession Planning
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.
#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.
#07: Criteria for Setting Your Compensation
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.
#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.
#12: Key-Executive Insurance: Why, Who, When, and How Much?
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.
#13: Renting and Leasing Properties: For Both Tenants and Landlords
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.
#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.
#22: Money To and From Your Company: For Owners, Executives, and Family
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.
#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?
#27: Your Family's Role in Business Continuity and Succession Planning
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.
#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.
#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
#35: Your Assets: Financing and Refinancing Personal, Investment, and Business Properties
A review of all factors to be considered before financing or refinancing a personal, business, or investment mortgage, with an analysis of all costs associated with financing and refinancing.
#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.
#57-A. Case Study: How to Make Small Orders More Profitable
The 5 Steps and 5 Ways to Price Small Orders
