![Louis P. Crosier Selling Your Business The Transition from Entrepreneur to Investor 250x343 1 - eSy[GB]](https://easygif.digital/wp-content/uploads/2024/01/Louis-P.-Crosier-Selling-Your-Business-The-Transition-from-Entrepreneur-to-Investor-250x343-1.png "Louis-P.-Crosier-Selling-Your-Business-The-Transition-from-Entrepreneur-to-Investor-250x343-1")
Louis P. Crosier – Selling Your Business: The Transition from Entrepreneur to Investor
Original price was: $29.00.$12.00Current price is: $12.00.
In StockDigital Download: You will receive a download link via your order email
Description
Buy Louis P. Crosier – Selling Your Business: The Transition from Entrepreneur to Investor Course at esyGB. You will have immediate access to the digital downloads in your account or your order email.
Selling Your Business: The Transition from Entrepreneur to Investor
By: Louis P. Crosier
Publisher: Wiley (June 2004)
Format: Ebook (PDF)
Description:
Twenty-three top advisors from leading firms show entrepreneurs how to transition their business
The Entrepreneur’s Transition provides an all-in-one handbook for entrepreneurs and corporate insiders seeking advice on their personal financial planning prior to selling or taking a business public. It provides a concise, easy-to-read blueprint that can help business leaders navigate before and after a transaction-so they are well positioned and can avoid costly mistakes. The Entrepreneur’s Transition is organized chronologically beginning with the issues a business owner should be concerned with prior to a transaction. It then moves, step by step, through the transaction process and into post transaction diversification, reinvestment, and philanthropy.
Louis Crosier (Boston, MA) is a principal at Windward Investment Management and serves as a member of Windward’s Investment Committee. His responsibilities include managing client portfolios and overseeing the firm’s investment consulting practice.
About the Author:
LOUIS P. CROSIER is a Principal at Windward Investment Management and serves as a member of Windward’s Investment Committee. His responsibilities include managing client portfolios and overseeing the firm’s investment consulting practice. Prior to joining Windward, Crosier worked in the investment management and consulting industries, most recently as a vice president in the Private Client Group at Goldman Sachs. His experience includes advising clients with regard to single stock risk management, asset allocation, portfolio construction, and manager selection. Prior to Goldman Sachs, Crosier worked as a manager of business development and product manager at Cambridge Energy Research Associates, an international energy research and consulting firm. Crosier earned a BA in French literature and psychology at Dartmouth College, a master’s in education from Harvard University, and an MBA from the Amos Tuck School.
Table of contents:
Foreword (Edward I. Rudman, Co-Founder and Chairman, Pell Rudman, now Atlantic Trust Pell Rudman).
Introduction (Louis P. Crosier).
Part I:Before Selling Your Business.
Chapter 1:Pre-IPO/Presale Planning (William R. Fleming, Director; and Daniel Carbonneau, Senior Manager; with Richard L. Kohan, Partner, PricewaterhouseCoopers).
Setting the Stage.
Choosing a Business Structure.
Building a Professional Service Team.
Obtaining Financing.
Sharing Ownership with Employees.
Company Benefits and Policies.
Conclusion.
Chapter 2:Trust and Estate Basics (A. Silvana Giner, Senior Partner; and Kimberly Cohen, Junior Partner, Hale & Dorr).
Basic Wealth Transfer Tools.
Presale and Pre-IPO Planning.
Complex Wealth Transfer and Estate Planning Issues.
Summary.
Chapter 3:Life Insurance: From the Basics to the Advanced (Herbert K. Daroff, J.D., CFP®, Baystate Financial Services).
Permanent Insurance.
Term Insurance.
What Product Is Best?
Buying Term and Investing the Difference, but in a Tax-Advantaged Manner.
How Your Money Gets Invested.
Expenses.
Assessing Cash Value During Lifetime.
Selecting the Right Premium Amount.
Selecting the Right Premium Payer.
Who Should Own the Insurance?
Who Should Be Insured?
Conclusion.
Chapter 4:Negotiating the Deal (F. George Davitt, Partner, Testa, Hurwitz & Thibeault; and Barry Nalebuff, Ph.D., Milton Steinbach Professor of Management, Yale University School of Management).
Sell Your Company Right.
An Open Selling Process.
A Closed Selling Process.
Paying Bidders to Play.
Right of First Refusal.
Right of First Offer.
An Offer You Can’t Refuse.
Professional Help.
Earn-Outs.
Earn-Ins.
Commonly Mistaken Assumptions.
Sale or IPO?
The IPO Route.
Selling Rather Than Going Public.
Sale for Cash or Stock.
Conclusion.
Part II:After Selling Your Business.
Chapter 5:How Your Life Changes: Psychology of a Windfall (Marty Carter, Family Wealth Counselor, Charles D. Haines LLC; and Charles W. Collier, Senior Philanthropic Advisor, Harvard University).
Impact of the Sale on the Entrepreneur.
Impact of Wealth on the Entire Family.
Conclusion.
Chapter 6:Overview of the Wealth Management Industry (David M. Spungen, Managing Partner, Hillview Capital Advisors).
Investment Office.
One-Stop Shop.
Hybrid.
How to Evaluate Wealth Management Firms.
Chapter 7:Managing Concentrated and Restricted Stock Positions (David N. Elan, CFA).
Restricted Stock and Equity Risk Management.
Definitions and Examples.
Public Policy and Rule 144 of the Securities Act of 1933.
Registration Rights.
Hedging and Taxation.
Derivative Strategies.
Nonderivative Strategies.
Negotiating with Broker-Dealers and Finding the Best Counterparty.
Philanthropic Strategies.
Professional Advice.
Chapter 8:Asset Allocation (Stephen J. Cucchiaro, President and Chief Investment Officer, Windward Investment Management).
Conclusion.
Chapter 9:Developing an Investment Policy Statement (Ramelle M. Hieronymus, Principal, Prime, Buchholz & Associates).
Investment Objectives.
Spending Guidelines.
Asset Allocation.
Rebalancing.
Manager Selection and Evaluation.
Limitations and Restrictions.
Communication and Reporting.
Summary.
Sample Statement of Investment Objectives, Goals, and Policy Guidelines.
Part III:Investing for the Long Term.
Chapter 10:Selecting Investment Managers (Paul Greenwood, Director of US Equity Investment Management & Research, Russell Investment Group).
Active or Passive?
Four Ps.
People and Organization.
Portfolios.
Performance 163
Summary 164
Chapter 11:Risk: How Much Should You Take? (Paula Boyer Kennedy, CPA, CFP®).
Risks of Specific Asset Classes.
Market Timing.
Measuring Risk.
Risk-Adjusted Returns.
Tax Risk.
How Do You Minimize Risk?
How Do You Maximize Return While Minimizing Risk?
Time and Risk.
The Psychology of Risk.
How Much Risk Should You Take?
Chapter 12:Fixed Income (Peter B. Coffin, President, Breckinridge Capital Advisors).
Municipal Market Inefficiencies.
Portfolio Construction.
Duration—A Portfolio’s Sensitivity to Changes in Interest Rates.
Ladders versus Barbells.
Credit Quality and Default Risk.
Ratings and Bond Insurance.
Pre-Refunded/Escrowed Municipal Bonds.
High-Yield Municipal Bonds.
Premium versus Discount Bonds.
Call (Early Redemption).
Conclusion.
Chapter 13:Global Investing (Lindsey A. Richardson, Principal, State Street Global Advisors).
Theoretical Benefits of Non-U.S. Investing.
Forces of Globalization.
American Depository Receipts versus Local Stocks.
Diversification and Returns.
Opportunity Set.
Global Mandates.
Currency.
Selecting Managers.
Conclusion.
Chapter 14:Real Estate (Nicholas Bienstock, Managing Partner, Savanna Partners; with Laura Corwin Burkhart, Founder, Slate Capital).
Why Invest in Real Estate?
Real Estate Asset Classes.
Real Estate Investment Options.
Conclusion.
Chapter 15:Private Equity (Sallie Shuping Russell, General Partner, Intersouth Partners).
Types of Private Equity Investments.
Who Will Invest My Money?
Common Terms and Conditions.
Portfolio Example.
Conclusion.
Chapter 16:Hedge Funds (DeFred G. Folts III, President, Mettowee Capital Advisors).
Industry Characteristics and Background.
Different Types of Hedge Fund Strategies.
Risk-Adjusted Rates of Return Among Hedge Fund Strategies.
Variability of Returns Among Hedge Fund Strategies.
Why Invest in Hedge Funds?
How to Think About Incorporating Hedge Funds into a Portfolio.
How to Invest in Hedge Funds: Funds of Funds versus Individual Managers.
What to Look for in a Hedge Fund Manager.
Conclusion.
Chapter 17:Performance (Robert E. Phillips, Ph.D., President, R.E. Phillips Systems).
Single-Period Return Calculations.
Multiperiod Return Calculations.
Comparing Portfolio Returns.
Composite Performance.
Adjusting Returns for Risk.
Estimating Risk-Adjusted Return.
Comparative Evaluation of Investment Performance.
Chapter 18:Ongoing Management and Accountability (Douglas Ederle, Managing Director, SCS Financial and; Todd Millay, Partner, CCC Alliance).
Range of Structures for Ongoing Management.
Basic Monitoring Criteria for External Providers.
Reviewing Your Provider’s Peformance over Time.
Provider-Specific Issues to Watch.
Summary.
Part IV:Philanthropy.
Chapter 19:Philanthropy and the Venturesome Donor (Stephen P. Johnson, Vice President, The Philanthropic Initiative).
Why Give?
Getting Started—Some Definitions.
Getting Started—The Advisor’s Role.
Getting Started—Some Questions.
Giving Well—Qualities of Effective Philanthropy.
Vehicles for Giving.
Direct Gifts.
Conclusion.
Conclusion—Getting It Right: The Key Decisions You Will Make (Louis P. Crosier).
Index.
Get Download Louis P. Crosier – Selling Your Business: The Transition from Entrepreneur to Investor at Forimc.net today!
Delivery Method
– After your purchase, you’ll see a View your orders link which goes to the Downloads page. Here, you can download all the files associated with your order.
– Downloads are available once your payment is confirmed, we’ll also send you a download notification email separate from any transaction notification emails you receive from esygb.com.
– Since it is a digital copy, our suggestion is to download and save it to your hard drive. In case the link is broken for any reason, please contact us and we will resend the new download link.
– If you cannot find the download link, please don’t worry about that. We will update and notify you as soon as possible at 8:00 AM – 8:00 PM (UTC+8).
Thank You For Shopping With Us!
Be the first to review “Louis P. Crosier – Selling Your Business: The Transition from Entrepreneur to Investor” Cancel reply
Buy the Louis P. Crosier – Selling Your Business: The Transition from Entrepreneur to Investor course at the best price at esy[GB]. Upon completing your purchase, you will gain immediate access to the downloads page. Here, you can download all associated files from your order. Additionally, we will send a download notification email to your provided email address.
Unlock your full potential with Louis P. Crosier – Selling Your Business: The Transition from Entrepreneur to Investor courses. Our meticulously designed courses are intended to help you excel in your chosen field.
Why wait? Take the first step towards greatness by acquiring our Louis P. Crosier – Selling Your Business: The Transition from Entrepreneur to Investor courses today. We offer a seamless and secure purchasing experience, ensuring your peace of mind. Rest assured that your financial information is safeguarded through our trusted payment gateways, Stripe and PayPal.
Stripe, known for its robust security measures, provides a safe and reliable payment process. Your sensitive data remains confidential throughout the transaction thanks to its encrypted technology. Your purchase is fully protected.
PayPal, a globally recognized payment platform, adds an extra layer of security. With its buyer protection program, you can make your purchase with confidence. PayPal ensures that your financial details are safeguarded, allowing you to focus on your learning journey.
Is it secure? to Use of?
- Your identity is kept entirely confidential. We do not share your information with anyone. So, it is absolutely safe to buy the Louis P. Crosier – Selling Your Business: The Transition from Entrepreneur to Investor course.
- 100% Safe Checkout Privateness coverage
- Communication and encryption of sensitive data.
- All card numbers are encrypted using AES with a 256-bit key at rest. Transmitting card numbers occurs in a separate hosting environment and does not share or store any data.
How can this course be delivered?
- After your successful payment this “Louis P. Crosier – Selling Your Business: The Transition from Entrepreneur to Investor course”, Most of the products will come to you immediately. But for some products were posted for offer. Please wait for our response, it might take a few hours due to the time zone difference.
- If this occurs, please be patient. Our technical department will process the link shortly after, and you will receive notifications directly via email. We appreciate your patience.
What Shipping Methods Are Available?
- You will receive a download link in the invoice or YOUR ACCOUNT.
- The course link is always accessible through your account. Simply log in to download the Louis P. Crosier – Selling Your Business: The Transition from Entrepreneur to Investor course whenever you need it.
- You only need to visit a single link, and you can get all the Louis P. Crosier – Selling Your Business: The Transition from Entrepreneur to Investor course content at once.
- You can choose to learn online or download for better results, and you can study anywhere on any device. Please ensure that your system does not enter sleep mode during the download.
How Do I Track Order?
- We promptly update the status of your order after your payment is completed. If, after 7 days, there is no download link, the system will automatically process a refund.
- We value your feedback and are eager to hear from you. Please do not hesitate to reach out via email us with any comments, questions and suggestions.
Related products
-
Unlimited eCom Success Academy Access – (Value $4,995)
You’ll gain complete access to the eCom Success Academy platform. I’ve spent over $1MM & 6 months on this training & high end converting software. I will continue to add new features to refine your experience!
Original price was: $2,495.00.$189.00Current price is: $189.00. -
- Buy dirt-cheap properties like there’s no tomorrow. Don’t lose a deal to someone with “all cash” because you can’t finance the deal fast enough.
- Always have cash to close the deal. Make every offer with confidence.
- Never take a dime out of your pocket. You always get 100% financing, plus the money you need for renovations.
- Collect part of your future profit the day you buy a property.
Original price was: $997.00.$89.00Current price is: $89.00. -
Step 1: Your Target Market
SECTION A: Why people buy your product / service:
People buy to solve problems and get what they want.
Questions in your target market’s mind:
• Can I trust you? Do you really have my best interests in mind or are you just here to make a sale?
• What is this, what’s in it for me, and can you prove it?
Original price was: $249.00.$49.00Current price is: $49.00. -
You’ll get a complete Master Plan that includes:
- How To Prepare Your Books For Library Sales
- Library Distribution And Submission Secrets
- How To Plan And Execute A Marketing And PR Plan Librarians Will Love
- How To Sell Print On Demand Books to Libraries
Original price was: $497.00.$57.00Current price is: $57.00. -
I’m Adam Horwitz. I’m an online entrepreneur who’s been teaching people how to start their own businesses online for the past 7 years now. With over 50,000+ students and counting, my goal is to show you that there’s other options out there than the normal so called “9-5 grind”. I’ve been written up on CNN, Business Insider, Yahoo Finance, and even awarded as the top 100 young entrepreneurs in the United States by the President.
Original price was: $497.00.$60.00Current price is: $60.00. -
We are proud to announce the launch of our 10-week online training course. This course will represent a fundamental change in our culture, specifically with regard to how we view our body in space, but also in terms of our understanding of why humans evolved in nature the way they did.
Original price was: $249.00.$48.00Current price is: $48.00.
Reviews
There are no reviews yet.