Enhancement, Carl Sheeler creates a compelling argument for why and how business owners should use A-level advisors to identify and leverage their intangibles to maximize the value of their time, effort and investment.
Equity Value Enhancement is a must for any business school, private equity firm or investment banking firm worth its salt. Carl takes an esoteric subject, equity valuation, and makes it come alive, in all its facets–well beyond ‘the transaction’, and carves a path for those who would endeavor to become better at being strategic value architects. His lessons on understanding the differences between value, price, worth and risk are intellectually thought-provoking, motivating, engaging, full of wisdom and fact-based. Frankly, I wish I'd had his book in hand three years ago. An excellent and well-organized read that you'll take to the bank
Exceptional! I wish I had this information when setting up our generational investing plans. What Carl addresses goes beyond practical advice to encompass contrarian viewpoints that every advisor and family member should consider. Attention to focusing on the cost-benefit analysis of the provider-client relationship as a key metric is a valuable consideration too often ignored by those who select a provider based simply on a friend's recommendation. Reading this brought me to the realization that the way to analyze provider-client relationship is not simply by what is offered, but by the value of the provider as a knowledge base on how to preserve and grow equity, from someone with skin in the game, from the very beginning of the provider selection process throughout the length of the relationship.
Over an almost 40 year career I have been an investment banker, an advisor to private equity firm management teams, a company director and an owner of small businesses. Mr. Sheeler's book expertly describes the way to optimize the effectiveness of professionals in each of these rolls (and several more!). I wish I could have read it 40 years ago. I could have avoided lots of on-the-job learning!
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Library of Congress Cataloging-in-Publication Data:
Names: Sheeler, Carl L., 1960–
Title: Equity value enhancement: a tool to leverage human and financial
capital while managing risk / Carl L. Sheeler.
Description: New York: Wiley, 2015. | Series: Wiley finance | Includes index.
Identifiers: LCCN 2015035909 | ISBN 9781118871003 (hardback) | ISBN
9781119092025 (ePDF) | ISBN 9781119091981 (ePub)
Subjects: LCSH: Human capital – Management. | Capital market. | Value
investing. | Risk management.
Classification: LCC HD4904.7 .S4384 2015 | DDC 658.15/5 – dc23 LC record available at http://lccn.loc.gov/2015035909
Cover Design: Wiley
Cover Images: Black and White Marbles © iStock.com/stayorgo; Financial Chart © iStock.com/dblight
There are six heart-felt dedications: to my family, my extended military family, business owners/executives, trusted advisors, my team, and my editor.
My family : My precious wife, Sara, is the right-brain Shaman who keeps my left brain centered. She's an artist and a blessing. We're not Ozzie & Harriet. We both have been remarried and have five kids between us. There's that love–hate continuum that undoubtedly is exacerbated by work–life imbalance. They mean the world to us both.
My extended military family : Both Sara and I served in the USMC and will always have a special kinship to those who have served and their families. A good portion of the net proceeds of this book will ensure that their sacrifice and they are not forgotten.
Business owners/executives : The business media and our elected officials often give little notice to these unsung heroes. They may not be Fortune 500 companies, but they brave the odds and are the backbone of the U.S. economy by mastering the management of concentrated risk. Every advantage should be afforded to these companies and their success. This book is for you. You understand values are more than numbers.
Trusted advisors : Business owners, heed my praise and admonition. These are top-flight folks whose knowledge and relationships far exceed what they're paid. There are concierge advisors