Buyouts, + Website

Success for Owners, Management, Pegs, Esops and Mergers and Acquisitions
1. Auflage 2012
ISBN: 978-1-118-22909-5
Verlag: Turner Publishing Company

Buch, Englisch, 352 Seiten, + Website, Format (B × H): 157 mm x 235 mm, Gewicht: 657 g

Reihe: Wiley Finance Editions

The definitive guide to best practices for mastering techniques of the insider-led transition planning

A must have book for business owners, key employees, and their advisors who need to be aware of the full spectrum of succession options, Buyouts provides objectives, advice, steps, and a host of examples on the full spectrum of insider-led buyouts. A road map for CPAs, it presents the parameters for many of the major industry segments, techniques for managing risk, providing retention and performance incentives for key personnel and insights into getting deals financed.
* Features advice and examples of insider led buyouts
* Essential guidance on succession options for business owners, key employees, and their advisors
* The 411 on selling your company for a fair price, maintaining control over the process, and realizing lifelong goals

Transition planning is becoming a hot business topic as millions of business owners head into retirement. The fact is that only a limited number of privately held companies will be successfully sold to third parties. A road map for CPAs, Buyouts presents the parameters for many of the major industry segments, techniques for managing risk, providing retention and performance incentives for key personnel, as well as insights into getting deals financed.

Autoren/Hrsg.

Miller, Scott D

Miller, Scott

Fachgebiete

• Wirtschaftswissenschaften Betriebswirtschaft Unternehmensorganisation, Corporate Responsibility Mergers & Acquisitions (M&A), Übernahmen & Buy-outs

Inhaltsverzeichnis

Acknowledgments xvii

INTRODUCTION

CHAPTER 1 Buyout Examples 7

CHAPTER 2 The Economy 21

CHAPTER 3 Finance 29

CHAPTER 4 Valuations 39

CHAPTER 5 Industries and Businesses 63

CHAPTER 6 Professional Advisors 69

CHAPTER 7 Documents and Due Diligence 79

CHAPTER 8 Short Course on Taxes 91

CHAPTER 9 Buyouts--Non-Sponsored Management 103

CHAPTER 10 Buyouts--Sponsored Management 127

CHAPTER 11 Buyouts--Sponsored 145

CHAPTER 12 Buyouts--Management and Employee Stock Ownership Plans and Trust 159

CHAPTER 13 Buyouts--100% Employee Stock Ownership Plan and Trust 191

CHAPTER 14 Buyouts--Professional Firms 215

CHAPTER 15 Buyouts Using Parallel Companies 235

CHAPTER 16 Buyouts with Family and Management 245

CHAPTER 17 Buyouts with Employee Cooperatives 267

CHAPTER 18 Buyouts of the Smallest Companies 283

CHAPTER 19 Inside Buyouts Compared with Sale to Outsider 293

About the Website 305

Index 307

Über Autor(innen)

Miller, Scott
SCOTT MILLER, CPA, ABV, CVA, PFS, CMAP, is President of Enterprise Services, Inc. (ESI), a nationally recognized firm in ESOP consulting and valuations, with over 500 clients. An entrepreneur with an extensive history of senior-level industry experience and significant equity ownership in his employers, Miller has authored four professional publications for AICPA on mergers and acquisitions, buying and selling business, ESOPs, and valuing ESOPs. Since founding ESI, Miller has worked with hundreds of businesses throughout the country on strategic transition planning and closing transactions.

SCOTT MILLER, CPA, ABV, CVA, PFS, CMAP, is President of Enterprise Services, Inc. (ESI), a nationally recognized firm in ESOP consulting and valuations, with over 500 clients. An entrepreneur with an extensive history of senior-level industry experience and significant equity ownership in his employers, Miller has authored four professional publications for AICPA on mergers and acquisitions, buying and selling business, ESOPs, and valuing ESOPs. Since founding ESI, Miller has worked with hundreds of businesses throughout the country on strategic transition planning and closing transactions.