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Traditional finance theory has largely been developed by non-practitioners with no skin in the game staring into space and “theorizing.” It is based on “utility theory,” the concept that investors act as Homo Economicus ( “Econs”). The assumption is they are utterly rational, each use the same information and spit out the same discounted cash …

Almost all Entrepreneur Owner-Managers who own mature, private companies receive an unbelievable number of unsolicited letters, calls, and emails from Private Equity Groups and from business brokers who represent them (or are “fishing” for leads of companies to sell). I scratch my head, because I just cannot believe that seasoned, successful business owners have the …

From time to time, I am asked by prospective clients/friends “Should we engage an advisor who focuses only on our industry?” The notion goes to the question of whether those who work only with clients in a single vertical industry bring more necessary knowledge or wisdom than those who work in multiple industries. It is …

Six Things
You Can Do
Right Now

  • Enterprising business owners will find a wealth of useful advice in If You Want to Earn a Capital Gain Someday: Six Things You Can Do Right Now (2015), a new book from the partners of Bigelow LLC (Pete Worrell, Dave Linton, and Rob MacLeod) that has just been published by Blue Tree.
  • This practical, hands-on book is filled with nuggets of information—and recommendations—from veterans of the private transaction market that any private business owner will be able to put to immediate use.
  • Each chapter concludes with a compilation of thoughtful, focusing questions designed to inspire interested Entrepreneur Owner-Managers (EOMs) to discover their own answers.

EnterpriseValue

  • Published by McGraw-Hill in 2014, this work vividly describes lessons learned from working with the best seasoned successful Entrepreneur Owner-Managers (EOMs) creating sustaining wealth and positive legacy—at the intersection of Finance and Psychology.
  • This work is based on established foundational theory in finance, economics, and positive psychology, coupled with the authors' years of experience working exclusively with hundreds of seasoned, successful EOMs—industry disruptors and game changers.
  • You might enjoy this "video book trailer", (analogous to a movie trailer). It speaks to a number of themes and concepts discussed in the book Enterprise Value. View the trailer here.