Equity Value Enhancement

Author's Vision and Challenge

“Values are more than numbers.”

The above statement would at first glance be seen in the context of finance; however, a significant opportunity and challenge exists. Owners' and advisors' human values are just as relevant, if not more so. Both constituencies seek better ways to get from here to there.

This may be referred to as achieving liquidity to legacy, or success to significance. But where is guidance on the nonfinancial? This higher purpose, or self-actualization for Maslow's Hierarchy of Needs fans, is dear to the author. Mid-market business owners are a rare breed who dare to be great. They are the innovation and employment engine for the U.S. economy. They are the unheralded heroes who are seldom recognized in college corporate finance classes or Wall Street media. What to do when they transition from daily blocking and tackling to more time to do what they want?

This book reflects two passions of the author: (1) provide guidance to owners and advisors to leverage human and financial capital while managing risk, and (2) provide respite for those who have served in our U.S. Armed Services—our brothers and sisters in arms. (My wife and I are both U.S. Marine veterans.)

The stats are staggering. Up to 20 percent of those with military service, many who have been on five or more deployments, suffer from combat post-traumatic stress disorder (PTSD). PTSD is not an affliction for which a prescription drug is the simple answer. The operative word ...