Exit Planning
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 The most comprehensive guide to developing business transition or exit plans for business owners. Highly recommended for any advisor who works with private business owners and entrepreneurs on a regular basis.
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The $10 Trillion Opportunity
Canadian Edition
 The most comprehensive guide to developing business transition or exit plans for Canadian business owners. Recommended for any advisor who regularly works with owners of Canadian privately held businesses.
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$69.95 |
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Private Capital Markets: Valuation, Capitalization, and Transfer of Private Business Interests
Published By: John Wiley & Sons
This theoretical and practical guide gives readers important insights into the workings of the private capital
markets so that they can make sound investment and financing decisions.
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Price: $56.86
You Save: $38.14 (40%)
 Million Dollar Consulting (TM) Toolkit: Step-By-Step Guidance, Checklists, Templates and Samples from "The Million Dollar Consultant"
Published By: John Wiley & Sons
Perfect for business brokers and other deal people, this practical toolbox provides specific checklists, guidelines,
templates, and actual examples for each and every step of the consulting process. It covers marketing, sales, meetings,
implementation, follow-up, invoicing, practice management, insurance, equipment, subcontracting, and scores of
other elements. It belongs in every professional advisor's library.
Price: $23.07
You Save: $11.88 (34%)
 Selling to an ESOP
A comprehensive guide for owners, managers, and advisors of closely held companies considering setting
up an ESOP in order to buy part or all of the stock of the owner(s). The first half of the book describes how ESOPs
work and discusses basic considerations for selling to an ESOP, ranging from valuation to financing. The second half of the book focuses on the tax-deferred Section 1042 "rollover" that allows selling shareholder(s) in closely held companies to indefinitely defer capital gains taxation on the proceeds from the sale to an ESOP. The eighth edition has been revised to tighten up the organization of the book and to reflect recent changes in law and practice.
Price: $35
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 The Market Approach to Valuing Businesses, 2nd Edition
Published By: John Wiley & Sons
Must reading for any business advisor who performs or
uses business valuations, The Market Approach to
Valuing Businesses will show you how to successfully
reach a fair and reasonable agreement on value. Whether you're buying, selling, or valuing a business, the market approach is the most widely accepted method of
determining the value of a business or partnership. This
book is another tremendous valuation resource written by Shannon Pratt, the grandfather of business valuation. Be sure to check out the workbook that accompanies this book. A classic that keeps getting better with each new edition.
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Price: $105.00 (we could not find any vendor, including Amazon.com who offers a discount, sorry!)
 Pass It On: The Entrepreneur's Succession Playbook
When you build an airplane, for example, you often construct many of the components before final assembly. The same is true with the different components of an arch.
However, the unique aspect of an arch was that we continually build it from two sides. For a succession planning model to work, we needed commitment from the owner and the protégé. It was imperative that both sides complete their assignments with the ultimate goal of the finding—and resolving—the key issues that were represented by the various blocks.
The most important issue would be closure and was represented by the Keystone, which was the uppermost block placed in the model and held it together. The scaffolding could only be removed when the Keystone was permanently secured.
Price: $22.22
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