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Case Studies

Real examples from real companies to illustrate the concepts in action, and to apply to the specific needs of your business. Case Studies are contained within the Reports and Manuals listed below.

Where approapriate, each case study is updated continually to reflect recent legislation, and all annual indicies 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.
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#02-A. Case Study: In Four Years, This Compay Went from Big Profits to Bankruptcy

The Bankruptcy: How It Happened with the Financial Statements, the Lessons, and the Solutions.
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#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.
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#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.
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#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.
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#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.
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#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.
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#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.
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#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.
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#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.
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#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.
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#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.
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#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.
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#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?
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#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.
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#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 the Real Value.
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#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.
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#34: Your Business: How the IRS Values a Family Business for Heirs, Successors, Gifts, and Estate Taxes

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

Te 5 Steps and 5 Ways to Price Small Orders.
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Solutions

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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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