Private Capital Markets: Valuation, Capitalization, and Transfer of Private Business Interests
Buy Rights Online Buy Rights

Rights Contact Login For More Details

  • Wiley

More About This Title Private Capital Markets: Valuation, Capitalization, and Transfer of Private Business Interests

English

Robert T. Slee, CBA, is President of Robertson & Foley, a middle-market investment banking firm. He has published more than seventy-five articles on private finance topics in a variety of legal and business journals, including the Business Journal, Lawyers Weekly, Business Appraisal Practice, Ventures, M&A Today, and Valuation Strategies. He is a board member of numerous professional organizations and private companies. In addition to being a Phi Beta Kappa graduate of Miami University, he received a master’s degree from the University of Chicago and an MBA from Case Western Reserve. He can be contacted at [email protected].

English

Acknowledgements.

Preface.

Foreword.

Chapter 1. Private Capital Markets.

PART ONE: BUSINESS VALUATION.

Chapter 2. Private Business Valuation: Introduction.

Chapter 3. Market Value.

Chapter 4. Asset Subworld of Market Value.

Chapter 5. Financial Subworld of Market Value.            

Chapter 6. Synergy Subworld of Market Value.       

Chapter 7. Fair Market Value.                                                     

Chapter 8. Fair Value.

Chapter 9. Economic Value.

Chapter 10. Insurable Value.

Chapter 11. Impaired Goodwill.

Chapter 12. Intangible Asset Value.

Chapter 13. Other Values.

Chapter 14. Private Business Valuation: Conclusion.

PART TWO: CAPITAL STRUCTURE.

Chapter 15. Capital Structure: Introduction.

Chapter 16. Bank Lending.

Chapter 17. Government Lending Programs.

Chapter 18. Equipment Leasing.

Chapter 19. Asset-Based Lending.

Chapter 20. Factoring.

Chapter 21. Mezzanine Capital.

Chapter 22. Private Equity.

Chapter 23. Capital Structure: Conclusion.

PART THREE: BUSINESS TRANSFER.

Chapter 24. Business Transfer: Introduction.

Chapter 25. Employee Stock Ownership Plans.

Chapter 26. Management Transfers.

Chapter 27. Charitable Trusts.

Chapter 28. Family Transfers.

Chapter 29. Co-Owner Transfers.

Chapter 30. Outside Transfers: Retire.

Chapter 31. Outside Transfers: Continue.

Chapter 32. Going Public, Going Private.

Chapter 33. Business Transfer: Conclusion.

Chapter 34. Conclusion.

Chapter Private Capital Markets.

What We Don't Know.

A Final Thought.

Appendix A: Corporate Finance Theory:  Application to the Private Capital Markets.

Appendix B: Principle of Substitution.

Appendix C: IBA Standards: Business Appraisal Standards.

Appendix D: Private Equity Securities.

Appendix E: Sample Preferred Stock Offering Term Sheet.

Appendix F: Private Placements.

Appendix G: Sample Management Buyout Letter of Intent.

Glossary.

Index.

loading