Equity Value Enhancement

Acknowledgments

After I finished my doctoral dissertation on private capital illiquidity over a decade ago, I thought I'd be done. I have since gone on to be a prolific writer, presenter, and panelist. However, my words would be meaningless without those numerous valuation legends and investment bankers upon whose shoulders I stand and whom I may join.

My bread-and-butter work primarily has been from the legal community, whether it is a trust and estate or transaction matter or some business dispute. It has morphed into more risk management and mitigation advisory services dealing with the 6Ts, where strategy, facilitation, operational savvy, communication, and stewardship skills all have application. I am indebted to these professionals who make the work interesting and are often underappreciated for their ability to shift risk and assist clients in making better decisions.

Often hailed as the most trusted advisor to business owners are accountants who have accepted my work and me despite my not being a CPA. Rather, I have been honored to train more than a thousand such professionals to perform client-taxpayer valuation work or represent the position of the IRS on matters of business enterprise and equity values and discounts. I am grateful for the many, many CPAs who have trusted me with their affluent business owners, C-suite clients, and their families' issues in 6T engagements.

Recognitions are deserved for the many bankers, trust officers, wealth-insurance professionals, ...