Ownership Transition Bundle

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

by Z. Christopher Mercer, ASA, CFA, ABAR


Buy-Sell Agreements Book Cover
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.

Format: Print Books and PDF Resources
Special Price: $35.00
Publication Date: 2010 & 2014

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Reviews for Unlocking Private Company Wealth

I used to think it was odd how business owners would closely monitor the performance of a few hundred thousand dollars in a retirement account, but have no idea how many millions their business was worth. Stranger still was the fact that their financial advisers didn’t seem to recognize this as a problem.

Unlocking Private Company Wealth illuminates this lopsided view of wealth management and offers a number of smart solutions to fit any business owner situation. This book is a must read for business owners and their advisers.

Not reading it – or taking Chris Mercer’s wisdom to heart – is leaving money on the table. Unlocking Private Company Wealth brings clear perspective and concrete solutions to one of the missing pieces of business ownership – how to turn a lifetime of work into a legacy of wealth.

Barbara Taylor, MBA
Co-Founder, Allan Taylor & Company
Rogers, Arkansas


It is best to take action when the circumstances are favorable and the timing is right. Unlocking Private Company Wealthexamines strategies you can implement now to increase the future value of your closely held business.

Bill Rankin, CPA
Chief Financial Officer, Blue Bell Creameries, LP
Brenham, Texas


Reviews for Buy-Sell Agreements for Closely Held and Family Business Owners

This is the business owner’s self-defense manual. Reading it could be the most cost-effective hour or two you’ve ever invested. Don’t dare sign a buy-sell agreement until you’ve read and pondered the questions posed in this book. Your life(’s work) may depend on it!

Stephan R. Leimberg
Chief Executive Officer and Publisher, Leimberg Information Services, Inc.


Buy-Sell Agreements for Closely Held and Family Business Owners presents this most important topic in an understandable fashion. The book will assist business owners in getting their ownership affairs in order before the issue of a buy-out erupts, as it often does, at the least opportune time, damaging the business and the relationships among the owners.

Roger J. Grabowski, ASA
Managing Director, Duff & Phelps


For shareholders of closely held businesses, this book presents a comprehensive and understandable discussion of the essential elements of buy-sell agreements and how to correct deficiencies that commonly occur. We have followed the author’s very appropriate advice to make sure you have an ironclad, foolproof system to keep the price current by getting an annual appraisal.

W. J. “Bill” Rankin, CPA
Chief Financial Officer, Blue Bell Creameries, L.P.