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14 Action Reports

These Action Reports, average of 6 pages, are part of The Business Library, anInformation Center on hundreds of subject areas of critical importance to businesses and individuals.

Each Action Report is timely, easy-to-apply, and ready for your use immediately…many are actual Case Studies and all reports are based on 39 years experience publishing newsletters, reports, books, manuals, course workbooks, and more than 900 articles and advisories…each report has been edited and researched by our staff who has an average experience of 30 years in helping businesses and individuals better manage their finances.

We hope these Action Reports are informative and helpful to you, your business, and your family. Some of the reports contain ideas and strategies on taxes, your retirement, valuation, and other subject areas. Always get expert advice on your particular circumstances before acting on the information.

Each Action Report is updated continually to reflect recent tax legislation, and all annual indices and limits published by the IRS, Social Security Administration, and other organizations.

 

#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
MORE INFORMATION

 

#17-A. 23 Ways to Cultivate and Keep Customers for More Sales and More Profits

It’s Much Easier and Much More Rewarding to Focus on Existing Customers
MORE INFORMATION

 

#20-A. 9 Ways to Value a Business with a Final, Weighted Value

For Company Valuations, Ownership Transfers, and Gift and Estate Values
MORE INFORMATION

 

#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
MORE INFORMATION

 

#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
MORE INFORMATION

 

#32-A. Case Study on Sale of Business: How an Owner Got the Price She Needed to Retire

This Case Study Details How a Sale Was Restructured to Increase the Proceeds This Owner Received
MORE INFORMATION

 

#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
MORE INFORMATION

 

#35-A. Annual Review: Company Minutes, Compensation, and Family Dealings

To Help You Stay Out of Trouble with Other Company Owners, Creditors, the IRS, and To Comply with State Laws
MORE INFORMATION

 

#41-A. Your Insurance: Are You Making Any of These 14 Big Mistakes?

Big-Dollar Life Insurance Mistakes to Avoid and Correct Immediately
MORE INFORMATION

 

#42-A. How to Prepare a Family Roadmap for Analysis and Distribution of Your Assets

To Help You Get Everything in Order, To Use Today and Save for Future Reference
MORE INFORMATION

 

#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
MORE INFORMATION

 

#50-A. Five Ways to Distribute Your Assets: Did You Choose the Wrong Method?

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

 

#51-A. Executive Actions That Can Result in Personal Liability

To Help You Avoid Personal Liability when You or Family Transact with the Company
MORE INFORMATION

 

#57-A. Case Study: How to Make Small Orders More Profitable

The 5 Steps and 5 Ways to Price Small Orders
MORE INFORMATION

Solutions

  • Asset Analysis/Valuation
  • Business Math
  • Buying, Selling, Valuing a Business
  • Capital and Financing
  • Compensation Benefits
  • Estates, Wills, Trusts
  • Improving Cash Flow/Profit
  • Insurance
  • Leasing and Renting
  • Personal Finance
  • Real Estate
  • Succession Issues
  • Tax Planning
  • You, Family, Business

Information Center

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    • 12 Personal/Family Reports
  • 14 Action Reports
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Ideas of the Month

  • Four Action Alerts on Purchasing, Inventory, and Suppliers
  • Facts and Due Diligence to Adequately Protect Your Home
  • Have You Selected the Right Executor/Executrix?
  • Know Facts and Cautions on Buying Zero Coupon Bonds vs. Regular Bonds
  • Protect Assets and Net Worth with Umbrella Insurance
  • How to Automatically Increase Your Life Insurance
  • Use of a Living Trust Is Not for Everyone
  • Owner Is Forced to Sell, but Gets Cash and Affiliate
  • What Investment and Workshop Expenses Are Tax Deductible?
  • Business Association Insurance Can Reduce Costs

Our Idea of the Month are brief articles designed to help you save money, protect your assets, make more-informed decisions, and increase your personal and business wealth.


Tom MartinThe Ideas of the Month are principally written by Thomas J. Martin, publisher and president, author, lecturer, consultant, investment banker, college professor, and founder of our publishing company in 1977. For 39 years, Tom has helped hundreds of businesses and individuals on many of the topics covered on this website. The Case Studies are actual, real-life examples of how businesses and individuals solved problems, took advantage of opportunities, and met big challenges. For subjects covered, please see Solutions (15 Critical Subject Areas) in the Menu Bar at the left side of this page. Enjoy and we look forward to reading your comments

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