The One Percent Solution Reviewed by Momizat on . An Introduction for Wealth Managers and Business Owners to the Concept of Managing Pre-Liquid Wealth What is the solution to financing the expenditures necessar An Introduction for Wealth Managers and Business Owners to the Concept of Managing Pre-Liquid Wealth What is the solution to financing the expenditures necessar Rating:
You Are Here: Home » QuickRead Featured » The One Percent Solution

The One Percent Solution

An Introduction for Wealth Managers and Business Owners to the Concept of Managing Pre-Liquid Wealth

What is the solution to financing the expenditures necessary to manage the wealth that is tied up in closely held businesses? The solution is so obvious that we overlook it, thinking that such activities either are too expensive, too time-consuming, or worse, not a high priority. For owners of closely held businesses, the solution lies in the decision to treat their ownership interests as an investment. This book introduces the concept of the One Percent Solution – a new and powerful way to manage all the wealth, both liquid and pre-liquid, for the benefit of the business owner (as well as the wealth manager and possibly other professional advisors).

“This book introduces the concept of the One Percent Solution—a new and powerful way to manage all the wealth, both liquid and pre-liquid, for the benefit of the business owner…”
 
The One Percent Solution 
An Introduction for Wealth Managers and Business Owners to the Concept of Managing Pre-Liquid Wealth

(Complimentary)

 
……………………………………………………………………
 
PRODUCT DESCRIPTION

Author: Z. Christopher Mercer, ASA, CFA, ABAR

Publication Date: January 2007
Length: 55 pages
Dimensions: 4.25 x 5.5 paperback
Publisher: Peabody Publishing, LP

……………………………………………………………………

TABLE OF CONTENTS

INTRODUCTION
THE ONE PERCENT SOLUTION

Wealth Management Principles
Liquid vs. Pre-Liquid Assets
One Percent Solution Activities
What is the Yield, or Return of a Business?
There’s (Almost) No Such Thing as a Free Lunch
One-Percent Solution: Top Ten Questions
Liquidity (and Diversification) without Selling

Implement a Dividend Policy
Declare a Special Dividend
Dividend Recapitalizations
Repurchase Stock
Execute a Leveraged Stock Redemption
Execute a Combination Redemption/ Special Dividend
Partial Management Buy-In/Installment Sale
Management Buy-In with Outside Equity
Seek Private Equity Investment
Conduct a Private Equity Recapitalization
Install an Employee Stock Ownership Plan (ESOP)
Execute a Private Merger with Partial Redemption

FINAL THOUGHTS

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

Number of Entries : 1568

©2017 NACVA and the Consultants' Training Institute • (800) 677-2009 • 5217 South State Street, Suite 400 Salt Lake City, UT USA 84107

event themes - theme rewards

UA-49898941-1
lw