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Equity value enhancement : a tool to leverage human and financial capital while managing risk /

"A detailed look at risk identification and value creation in private equity investment Equity Value Enhancement ("EVE"): Governance, Risk, Relationships & Knowledge ("GRRK") provides the information and tools practitioners and business owners need to work with the multi...

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Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Sheeler, Carl L., 1960-
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Hoboken, New Jersey : John Wiley & Sons, 2015.
Colección:Wiley finance
Temas:
Acceso en línea:Texto completo
Tabla de Contenidos:
  • Foreword ; Preface ; Acknowledgments ; 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 & Returns ; Economist Lenses ; MBA/Ph. D./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 & Strategy ; Healthy Board Governance & Strategy Creates Value ; Strategy & Equity Value ; Family Harmony & Legacy as a Governance Driver ; Board Strategy & Governance Creation ; Why Governance is Needed ; Board Structure & Member Traits ; FO Governance & Risk Management ; Qualitative Valuation 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 ; Notes ; Chapter 7: The Role of Risk ; Financial & Legal Oriented Risk ; Commonly Missed Risks ; Final thoughts ; Notes ; Chapter 8: The Role of Risk ; Operational Related Risks ; 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 ; About the Author ; Index