Reports in this category include big-dollar planning issues for you, your business, and your family, such as valuing, selling, and financing a business, business continuity, retirement planning, and setting compensation levels. 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.
#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: 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.
#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.
#05: 20 Ways to Build Your Retirement Fund
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.
#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.
#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.
#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.
#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.
#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.
#33: Your Retirement: A Roadmap for Your Retirement Planning
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.
#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