Reports in this category include issues of day-to-day operations, such as compensation and benefits, insurance, leasing cars, equipment and property, and other business issues such as confidentiality agreements, rules on travel expenses, etc. 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-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
#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.
#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.
#09: Rules on Travel, Auto, Meal, and Entertainment Deductions
How to increase your deductions and protect them from IRS attack, with more than 30 tax facts and alerts to substantiate claims, avoid lost deductions, and stay out of trouble with the IRS.
#11: Employment Contracts: When to Offer and What to Include
Employment agreements can prevent misunderstandings and costly problems. This Report offers key provisions to include, cautions on firing, and a sample Employment Offer and Employment Agreement.
#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.
#15: How to Protect Against Misuse of Business Ownership
There are many times in which part of the ownership of a business is sold, transferred, or given away. Done incorrectly, it can put you and the entire company at risk. This Report covers the many pitfalls and provides a sample Investment Letter from the buyer/recipient.
#17: How to Protect Your Company’s Confidential Information
How to avoid misuse of a company’s proprietary information by potential buyers, lenders, investors, executives and employees, consultants, advisers, salespeople, agents and reps, and competitors. Includes a sample Confidentiality and Nondisclosure Agreement.
#18: Your Compensation, Benefits, and Retirement Money
A detailed review of benefit options, retirement plans, tax deductions, and ways to set aside more money for retirement.
#20: How to Get More Capital for Your Business
How to use your company’s balance sheet for loans that offer more flexibility, more capital, and better repayment terms, especially for cyclical or fast- growing businesses, or even troubled companies.
#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.
#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?
#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.
#51-A. Executive Actions That Can Result in Personal Liability
To Help You Avoid Personal Liability when You or Family Transact with the Company
#57-A. Case Study: How to Make Small Orders More Profitable
The 5 Steps and 5 Ways to Price Small Orders