New resource for BV experts in an advisory role

BVWireIssue #145-4
October 21, 2014

BV experts can act as advisors to help business owners understand value and help them see how they can tap into that value. A new book, Unlocking Private Company Wealth, by Z. Christopher Mercer (Mercer Capital), will help you understand how to talk to business owners about managing their private company wealth. You’ll receive a diagnostic tool to help you understand your private company owners’ needs regarding wealth management.

Free buy-sell tools: Thanks to the baby boom tidal wave, exit planning is a hot topic. When you buy the print book, you’ll receive a free download of Mercer’s book on buy-sell agreements. You’ll also get two checklists: one for buy-sell agreements in general and one for buy-sell agreement promissory notes.

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