This is an comprehensive manual that should be read by business owner's who are considering selling their business. The book goes into fine detail about the M&A (Merger and Acquisition) process related particularly to companies in the lower end of the middle market. Typically those with revenues between $5 million and $100 million. It contains information on finding the "Ideal Buyer" as well as how best to prepare and what to expect during the sales process. Also contain latest information on valuations and which industries are most in demand, as well as sample documents of Letters of Intent, Purchase/Sale Agreements, Executive Summaries, and Confidential Information Memoranda

There are a total of 46.8 million millionaires worldwide at the beginning of the year 2020, and they collectively own approximately $158.3 trillion. There are millions of millionaires in the world and the number is increasing with each year. The only question that you should ask yourself, is why you are not one of them yet? How did those people become millionaires or even billionaires? Did they have a great 9 to 5 job that paid them really well? Most definitely not! They are all business owners and own shares of their own public company. No one becomes a billionaire by simply earning a salary from a job each year. People become wealthy by owning a significant share position in a company that is listed in the stock market. But how did they start out? How do you become a multi millionaire? They all started with a business idea. Then they incorporated a corporation, issued shares for themselves and raised money from investors. Eventually, they took the company public in the stock market and it was valued a several hundred millions of dollar. I have raised $40 million in 2.5 years from 500 investors and his company was valued at over $300 million in the stock market. Actually, I raised over $400 million from private investors and $600 million from institutional investors in my career since 1995. But the goal of this book is to teach you the things that you need to know to raise the first one or two million dollars by yourself so that you can take your company public in the stock market and attract millions more afterwards. This book will teach you everything about this process and how I have done it.

The definitive guide for CEOs, CFOs, and executives of newly public companies Learning to deal with investors, employees, media, regulators, and others once a company has gone public requires dedication and consistency. Investor Relations for the Emerging Company helps fledgling public company officers and directors prepare for the unique business task of convincing investors of their company's value. From describing the various organizations, institutions, mechanics and behaviors of capital markets to clarifying the requirements and best practices for reporting and disclosure, this book provides all the answers. CEOs, CFOs, and executives who must operate an effective investor relations program within the budget constraints of their newly listed company will use this book for years to come.

To protect portfolios in today's volatile and uncertain market environment, institutional investors need to hedge losses, create extra sources of income, and reduce risk. In his extensively updated and expanded Options Trading for the Institutional Investor, Third Edition, renowned options expert Michael C. Thomsett shows how to do all this effectively. One step at a time, Thomsett helps institutional investors exploit powerful, carefully chosen options strategies that can dramatically increase overall returns as you manage risks within your institution's limits. Thomsett discusses covered call writing on carefully selected stocks, contingent purchase strategies, and powerful "combination" strategies that produce cash to bolster current income. He guides professional investors through every strategy, using actual examples, portfolios, and graphs taken directly from today's markets. Wherever applicable, he addresses specific forms of risk and volatility that only institutional investors face. This thoroughly updated Third Edition includes a chart-based analytical method that relies on reversal signals in the underlying as an alternative to volatility analysis. Thomsett presents new chapters on two powerful strategies he has developed and utilized to optimize returns while minimizing risk: the 1-2-3 Iron Butterfly, and the Dividend Collar. This edition also adds detailed new coverage of risk evaluation.

“No two exit experiences are exactly alike. Some people wind up happy with the process and satisfied with the way it turned out while others look back on it as a nightmare. The question I hope to answer in this book is why. What did the people with ‘good’ exits do differently from those who’d had ‘bad’ exits?” When pioneering business journalist and Inc. magazine editor at large Bo Burlingham wrote Small Giants, it became an instant classic for its original take on a common business problem—how to handle the pressure to grow. Now Burlingham is back to tackle an even more common problem—how to exit your company well. Sooner or later, all entrepreneurs leave their businesses and all businesses get sold, given away, or liquidated. Whatever your preferred outcome, you need to start planning for it while you still have time and options. The beautiful part is that if you start early enough, the process will lead you to build a better, stronger, more resilient company, as well as one with a higher market value. Unfortunately, most owners don’t start early enough—and pay a steep price for their procrastination. Burlingham interviewed dozens of entrepreneurs across a range of industries and identified eight key factors that determine whether owners are happy after leaving their businesses. His book showcases the insights, exit plans, and cautionary tales of entrepreneurs such as Ray Pagano: founder of a leading manufacturer of housings for security cameras. He turned down a bid for his company and instead changed his management style, resulting in a subsequent sale for four times the original offer. Bill Niman: founder of the iconic Niman Ranch, which revolutionized the meat industry. He learned about unhappy exits when he was forced to sell to private equity investors, leaving him with nothing to show for his thirty-five years in business. Gary Hirshberg: founder of organic yogurt pioneer Stonyfield Farm. He pulled off the nearly impossible task of finding a large company that would buy out his 275 small investors at a premium price while letting him retain complete control of the business. Through such stories, Burlingham offers an illuminating and inspirational guide to one of the most stressful, and yet potentially rewarding, processes business owners must go through. And he explores the emotional challenges they face at every step of the way. At the end of the day, owning a business is about more than selling goods and services. It’s about making choices that shape your entire life, both professional and personal. Finish Big helps you figure out how to face your future with confidence and be able to someday look back on your journey with pride.

Written by an expert in acquisitions, a practical handbook for those hoping to sell their business for the maximum payoff takes readers step by step through the entire sales process, from preparing for and negotiating the sale to follow-up and optimizing the outcome, with valuable advice and real-life examples, as well as a suite of downloadable business tools and templates.

This practical guide on the theory and practice of Investor Relations combines the art and science of marketing, financial analysis and financial communications in a single source. It offers expert advice and helpful tips to be used in real business life by corporate executives, financial analysts, students, and anyone competing for capital.