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

"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...

Full description

Saved in:
Bibliographic Details
Main Author: Sheeler, Carl L., 1960-
Format: eBook
Language:English
Published: Hoboken, New Jersey : John Wiley & Sons, 2015.
Series:Wiley finance
Subjects:
Online Access:Click for online access

MARC

LEADER 00000cam a2200000 i 4500
001 ocn928136959
003 OCoLC
005 20240809213013.0
006 m o d
007 cr |||||||||||
008 151105s2015 nyu o 001 0 eng
010 |a  2015042740 
040 |a DLC  |b eng  |e rda  |e pn  |c DLC  |d N$T  |d YDXCP  |d OCLCF  |d IDEBK  |d DG1  |d EBLCP  |d CDX  |d COO  |d DEBSZ  |d DEBBG  |d RECBK  |d IDB  |d LIP  |d OCLCQ  |d MERUC  |d OCLCQ  |d WRM  |d OCLCQ  |d U3W  |d OCLCQ  |d OL$  |d DLC  |d OCLCQ  |d UKMGB  |d OCLCQ  |d NOC  |d S2H  |d NOC  |d OCLCO  |d OCLCQ  |d OCLCO  |d OCLCL  |d SXB 
015 |a GBB5I5765  |2 bnb 
016 7 |a 017677836  |2 Uk 
020 |a 9781119091981  |q (epub) 
020 |a 1119091985  |q (epub) 
020 |a 9781119092025  |q (pdf) 
020 |a 1119092027  |q (pdf) 
020 |a 9781118936719 
020 |a 111893671X 
020 |a 1118871006 
020 |a 9781118871003 
020 |z 9781118871003  |q (hardback) 
035 |a (OCoLC)928136959 
037 |a 9781119091981  |b Wiley 
042 |a pcc 
050 0 0 |a HD4904.7 
072 7 |a BUS  |x 082000  |2 bisacsh 
072 7 |a BUS  |x 041000  |2 bisacsh 
072 7 |a BUS  |x 042000  |2 bisacsh 
072 7 |a BUS  |x 085000  |2 bisacsh 
049 |a HCDD 
100 1 |a Sheeler, Carl L.,  |d 1960- 
245 1 0 |a Equity value enhancement :  |b a tool to leverage human and financial capital while managing risk /  |c Carl L. Sheeler. 
264 1 |a Hoboken, New Jersey :  |b John Wiley & Sons,  |c 2015. 
300 |a 1 online resource 
336 |a text  |b txt  |2 rdacontent 
337 |a computer  |b c  |2 rdamedia 
338 |a online resource  |b cr  |2 rdacarrier 
490 0 |a Wiley finance 
500 |a Includes index. 
520 |a "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 multitude of intangibles ("GRRK") in equity investment decisions. The author engages readers with an insightful and brief claim: "Values are more than numbers." He then provides support for just how important human capital is to the value creation paradox. He doesn't stop there because ideas without definitive actions don't promote transformation. He further challenges the reader with: "If you don't think outside of the box, you're doomed to live in the box." A user-friendly manual chock full of vignettes, suggestions and pithy commentary EVE is a must read for owners, officers, boards and advisors to derive understanding of business value drivers. This book teaches the reader how to conduct more intangible asset due diligence as well as what decisions and behaviors impact value. With more effective methods of risk identification, measurement, management, and mitigation ("IMMM"), trusted advisors and owners can establish a "working on the business" strategy to prioritize issues impacting a company's intangible assets - assets which almost inevitably create the largest component of value in flourishing companies. This focus also serves to reduce risk while leveraging human capital and operational effectiveness. This book challenges users of value enhancement and valuation services to demand greater intellectual rigor to best serve owners/investors of the United States' economic engine--the midmarket company. Therefore, readers are challenged to look beyond the common metrics and numbers. They are admonished to rely less on formulaic approaches and on software that can generate spurious opinions. The reader is called to action by the author, a US Marine Combat Officer veteran, to lead the change: "You burn the boats if you want to be sure you succeed taking the island." Trillions of dollars of private equity are changing hands as Baby Boomer owners and investors seek greater liquidity and legacies while investors seek higher returns from direct investment in private companies. This book provides risk and human capital guidance removing some of the guesswork on valuation and value creation. Provide better evidence of value & equity discounts Identify and quantify risk and provide tools to manage it Inform better business management and investment decisions Create a more comprehensive valuation for equity investments Roadmap and strategy for enhancement of going concern value Governance, Risk and Compliance ("GRC") management are hot topics in today's economic environment. The familiar financial metrics may not be providing adequate indications of value creation - the core principle of most shareholder investment expectation. To identify risk and work with it effectively, practitioners need an in-depth understanding of the forces at play. Equity Value Enhancement is a detailed, insightful guide for making better equity decisions. Finally, the author puts his passion front and center by offering the reader the opportunity to invest in the human capital this book addresses by encouraging support of military veteran's with combat PTSD so they may be productive citizens with the leadership and business skills provided by our country's "Greatest Generation.""--  |c Provided by publisher. 
588 0 |a Print version record and CIP data provided by publisher. 
505 0 |a 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 
650 0 |a Human capital  |x Management. 
650 0 |a Capital market. 
650 0 |a Value investing. 
650 0 |a Risk management. 
650 7 |a risk management.  |2 aat 
650 7 |a BUSINESS & ECONOMICS  |x Industrial Management.  |2 bisacsh 
650 7 |a BUSINESS & ECONOMICS  |x Management.  |2 bisacsh 
650 7 |a BUSINESS & ECONOMICS  |x Management Science.  |2 bisacsh 
650 7 |a BUSINESS & ECONOMICS  |x Organizational Behavior.  |2 bisacsh 
650 7 |a Capital market  |2 fast 
650 7 |a Human capital  |x Management  |2 fast 
650 7 |a Risk management  |2 fast 
650 7 |a Value investing  |2 fast 
758 |i has work:  |a Equity value enhancement (Text)  |1 https://id.oclc.org/worldcat/entity/E39PCGXPQvWCjV6FdBx4BGCh9C  |4 https://id.oclc.org/worldcat/ontology/hasWork 
776 0 8 |i Print version:  |a Sheeler, Carl L., 1960-  |t Equity value enhancement.  |d New York : Wiley, 2015  |z 9781118871003  |w (DLC) 2015035909 
856 4 0 |u https://ebookcentral.proquest.com/lib/holycrosscollege-ebooks/detail.action?docID=4205961  |y Click for online access 
903 |a EBC-AC 
994 |a 92  |b HCD