Equity Value Enhancement : A Tool to Leverage Human and Financial Capital While Managing Risk.
Sheeler, Carl L.
Equity Value Enhancement : A Tool to Leverage Human and Financial Capital While Managing Risk. - 1st ed. - 1 online resource (358 pages) - Wiley Finance Series . - Wiley Finance Series .
Intro -- Title Page -- Copyright -- Table of Contents -- Dedication -- Foreword -- Preface -- Some Sobering Realities -- Improving the Odds -- The Opportunity is There -- Acknowledgments -- About the Author -- Author's Vision and Challenge -- Chapter 1: Value ABCs -- Capital and Risk -- Understanding Assets -- Plugging the Gap -- Notes -- Chapter 2: Focus on Trusted Advisors -- The Path to Being the Best -- Question Yourself -- Taking It to the Next Level -- Notes -- Chapter 3: Focus on Business Owners -- The Role of Advisors -- The Cost of Bad Advice -- The Value of Leveraged Knowledge -- Engaging the Best -- Practical Vetting Suggestions -- Size and Scope Considerations -- Setting Expectations -- Note -- Chapter 4: Risk in the Eye of the Beholder -- Inexperienced Business Appraiser Lenses -- CPA Lenses -- Attorney Lenses -- Investment Banker/Business Broker/Business Intermediary Lenses -- Commercial Banker Lenses -- Insurance Professional Lenses -- Wealth Manager/Financial Advisor/ Fiduciary/Trust Officer Lenses -- Research on Risk and Returns -- Economist Lenses -- MBA/PhD/CFA Lenses -- Owner/Family Lenses -- Family Business Advisor Lenses -- Staff/Vendor Lenses -- Client Lenses -- Notes -- Chapter 5: The Role of Governance -- Governance -- Focus on Culture -- About Boards, Governance, and Strategy -- Healthy Board Governance and Strategy Creates Value -- Strategy and Equity Value -- Family Harmony and Legacy as a Governance Driver -- Board Strategic Direction and Accountability -- Board Structure and Member Traits -- Governance and Risk Management -- Qualitative Value Measures -- Taking Control -- The Secret Sauce -- Governance Measurements -- Governance Takeaways -- Notes -- Chapter 6: The Role of Relationships -- Client Relationships -- Advisor Relationships -- Commercial Bankers -- Investment Bankers -- Insurance Agents -- Wealth Advisors. Board of Directors -- The Bottom Line on "Free" Advisors -- Accountants -- Attorneys -- Fractional CFO -- Family Relationships -- Shareholder Relationships -- Vendor Relationships -- Community/Legislative/Philanthropic Relationships -- Chapter 7: The Role of Risk: Financial- and Legal-Oriented Risk -- Commonly Missed Risks -- Final Thoughts -- Notes -- Chapter 8: The Role of Risk: Operational-Related Risks -- Chapter 9: The Role of Knowledge -- A Matter of Culture -- Healthy Knowledge -- Be Transparent -- Encourage Two-Way Communication -- Knowledge and Human Capital -- Knowledge Measures -- Notes -- Chapter 10: Valuation versus Value Creation (GRRK) -- Software and Rules of Thumb -- A Personal Aside -- Collaboration, Cohesion, and Transformation -- Notes -- Chapter 11: Putting It All Together-Four Vignettes -- Vignette One: What the 2009 Financial Crisis Can Teach Us (It's about Relationships) -- Vignette Two: The Trees-and-Forest Syndrome -- Vignette Three: The Path Not Taken -- Vignette Four: Putting It All Together (Strategy, Human Capital, and Finance) -- Recommended Reading -- Suggested Technical Reading -- Index -- End User License Agreement.
9781119091981
Human capital--Management.
Electronic books.
HD4904.7 -- .S4384 2016eb
658.15/5
Equity Value Enhancement : A Tool to Leverage Human and Financial Capital While Managing Risk. - 1st ed. - 1 online resource (358 pages) - Wiley Finance Series . - Wiley Finance Series .
Intro -- Title Page -- Copyright -- Table of Contents -- Dedication -- Foreword -- Preface -- Some Sobering Realities -- Improving the Odds -- The Opportunity is There -- Acknowledgments -- About the Author -- Author's Vision and Challenge -- Chapter 1: Value ABCs -- Capital and Risk -- Understanding Assets -- Plugging the Gap -- Notes -- Chapter 2: Focus on Trusted Advisors -- The Path to Being the Best -- Question Yourself -- Taking It to the Next Level -- Notes -- Chapter 3: Focus on Business Owners -- The Role of Advisors -- The Cost of Bad Advice -- The Value of Leveraged Knowledge -- Engaging the Best -- Practical Vetting Suggestions -- Size and Scope Considerations -- Setting Expectations -- Note -- Chapter 4: Risk in the Eye of the Beholder -- Inexperienced Business Appraiser Lenses -- CPA Lenses -- Attorney Lenses -- Investment Banker/Business Broker/Business Intermediary Lenses -- Commercial Banker Lenses -- Insurance Professional Lenses -- Wealth Manager/Financial Advisor/ Fiduciary/Trust Officer Lenses -- Research on Risk and Returns -- Economist Lenses -- MBA/PhD/CFA Lenses -- Owner/Family Lenses -- Family Business Advisor Lenses -- Staff/Vendor Lenses -- Client Lenses -- Notes -- Chapter 5: The Role of Governance -- Governance -- Focus on Culture -- About Boards, Governance, and Strategy -- Healthy Board Governance and Strategy Creates Value -- Strategy and Equity Value -- Family Harmony and Legacy as a Governance Driver -- Board Strategic Direction and Accountability -- Board Structure and Member Traits -- Governance and Risk Management -- Qualitative Value Measures -- Taking Control -- The Secret Sauce -- Governance Measurements -- Governance Takeaways -- Notes -- Chapter 6: The Role of Relationships -- Client Relationships -- Advisor Relationships -- Commercial Bankers -- Investment Bankers -- Insurance Agents -- Wealth Advisors. Board of Directors -- The Bottom Line on "Free" Advisors -- Accountants -- Attorneys -- Fractional CFO -- Family Relationships -- Shareholder Relationships -- Vendor Relationships -- Community/Legislative/Philanthropic Relationships -- Chapter 7: The Role of Risk: Financial- and Legal-Oriented Risk -- Commonly Missed Risks -- Final Thoughts -- Notes -- Chapter 8: The Role of Risk: Operational-Related Risks -- Chapter 9: The Role of Knowledge -- A Matter of Culture -- Healthy Knowledge -- Be Transparent -- Encourage Two-Way Communication -- Knowledge and Human Capital -- Knowledge Measures -- Notes -- Chapter 10: Valuation versus Value Creation (GRRK) -- Software and Rules of Thumb -- A Personal Aside -- Collaboration, Cohesion, and Transformation -- Notes -- Chapter 11: Putting It All Together-Four Vignettes -- Vignette One: What the 2009 Financial Crisis Can Teach Us (It's about Relationships) -- Vignette Two: The Trees-and-Forest Syndrome -- Vignette Three: The Path Not Taken -- Vignette Four: Putting It All Together (Strategy, Human Capital, and Finance) -- Recommended Reading -- Suggested Technical Reading -- Index -- End User License Agreement.
9781119091981
Human capital--Management.
Electronic books.
HD4904.7 -- .S4384 2016eb
658.15/5