Asset Analysis/Valuation

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 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.

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.

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.

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 comprehensive checklist to audit all of your personal and business insurance coverage, including an inventory of policies/coverage, identifying gaps, selecting settlement options, and 17 ways to reduce and effectively use premium outlays.

The rules, restrictions, and options on the increasingly complex management task of home ownership. Includes analysis of mortgage financings, home equity loans, second and vacation homes, property insurance, and business use of a home.

How to design a retirement plan that considers all legal and tax options, with planning options, retirement income model, contribution options and limits, use of IRAs/Roth IRA, and compliance and recordkeeping. Includes 27 facts and alerts to use today.

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.

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.

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.