Resources

Buy-Sell Agreements for
Closely Held and Family Business Owners

How to Know Your Agreement Will Work Without Triggering It

Buy-Sell Agreements Book Cover
by Z. Christopher Mercer, ASA, CFA, ABAR

Buy-sell agreements are among the most common yet least understood business agreements and many are destined to fail to operate like the owners expect. Many, in fact, are ticking time bombs, just waiting for a trigger event to explode. If you are a business owner or are an adviser to business owners, this book is designed for you, providing a road map for business owners to develop or improve their buy-sell agreement. (Print book)

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Unlocking Private Company Wealth

Proven Strategies and Tools for Managing Wealth in Your Private Business

Unlocking Private Company Wealth Cover
by Z. Christopher Mercer, ASA, CFA, ABAR

This book is all about managing the wealth represented by your ownership of a private business. The book calls for business owners to treat their illiquid, private company wealth with the same care and respect as their liquid wealth and retirement funds. It also speaks to advisors of business owners helping you understand how to talk to business owners about managing their private company wealth. It will provide you with a diagnostic tool to help you understand your private company owners’ needs regarding wealth management.

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Ownership Transition Bundle

Unlocking Private Company Wealth & Buy-Sell Agreements for Closely Held and Family Business Owners

Ownership Transition Bundle of Unlocking Private Company Wealth and Buy-Sell Agreements for Closely Held and Family Business Owners
by Z. Christopher Mercer, ASA, CFA, ABAR

In this special offer, receive both of Mercer’s Ownership Transition print books, Unlocking Private Company Wealth and Buy-Sell Agreements for Closely Held and Family Business Owners for $35 (plus s/h). Complimentary PDF resources of The Buy-Sell Agreement Review Checklist and The Buy-Sell Agreement Checklist for Shareholder Promissory Notes are also included.

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Buy-Sell Agreements for Closely
Held and Family Business Owners E-Book

How to Know Your Agreement Will Work Without Triggering It

Buy-Sell Agreements for Closely Held and Family Business Owners E-Book Cover
by Z. Christopher Mercer, ASA, CFA, ABAR

Buy-sell agreements are among the most common yet least understood business agreements and many are destined to fail to operate like the owners expect. Many, in fact, are ticking time bombs, just waiting for a trigger event to explode. If you are a business owner or are an adviser to business owners, this book is designed for you, providing a road map for business owners to develop or improve their buy-sell agreement. (E-Book book)

Learn More

Buy-Sell Agreement Review Checklist

Buy-Sell Agreement Review Checklist Cover
The updated and revised Buy-Sell Agreement Review Checklist is a streamlined review tool that addresses the many obvious, yet overlooked, valuation issues related to buy-sell agreements.

It is also an ideal companion to either Buy-Sell Agreements for Closely Held and Family Business Owners: How to Know Your Agreement Will Work Without Triggering It or Buy-Sell Agreements for Baby Boomer Business Owners. (PDF)

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Checklist for Shareholder Promissory Notes

Checklist for Shareholder Promissory Notes Cover
Promissory notes are frequently used as a funding mechanism when buy-sell agreements are triggered. However, most buy-sell agreements reflect very little thought or negotiation researching the promissory notes they contain. This checklist helps you determine if your promissory note is reasonable for all parties under reasonably foreseeable circumstances. (PDF)

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Buy-Sell Agreement Articles

Some of the content of Buy-Sell Agreements for Closely Held and Family Business Owners has been summarized in short, readable articles. These articles are available for republication in your industry or business magazine, newsletter, or e-letter. You are welcome to publish the articles individually or in a series.

We ask that you provide the following attribution at the end of each article that is published.

Z. Christopher Mercer, ASA, CFA, ABAR is the CEO and founder of Mercer Capital, a national business valuation and financial advisory firm. He is also the author of Buy-Sell Agreements for Closely Held and Family Business Owners: How to Know Your Agreement Will Work Without Triggering It. He can be reached at 901.685.2120 or mercerc@mercercapital.com.

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