Twenty-three top advisors from leading firms show entrepreneurs how to transition their business The Entrepreneur's Transition provides an all-in-one handbook for entrepreneurs and corporate insiders seeking advice on their personal financial planning prior to selling or taking a business public. It provides a concise, easy-to-read blueprint that can help business leaders navigate before and after a transaction-so they are well positioned and can avoid costly mistakes. The Entrepreneur's Transition is organized chronologically beginning with the issues a business owner should be concerned with…mehr
Twenty-three top advisors from leading firms show entrepreneurs how to transition their business The Entrepreneur's Transition provides an all-in-one handbook for entrepreneurs and corporate insiders seeking advice on their personal financial planning prior to selling or taking a business public. It provides a concise, easy-to-read blueprint that can help business leaders navigate before and after a transaction-so they are well positioned and can avoid costly mistakes. The Entrepreneur's Transition is organized chronologically beginning with the issues a business owner should be concerned with prior to a transaction. It then moves, step by step, through the transaction process and into post transaction diversification, reinvestment, and philanthropy. Louis Crosier (Boston, MA) is a principal at Windward Investment Management and serves as a member of Windward's Investment Committee. His responsibilities include managing client portfolios and overseeing the firm's investmentconsulting practice.Hinweis: Dieser Artikel kann nur an eine deutsche Lieferadresse ausgeliefert werden.
LOUIS P. CROSIER is a Principal at Windward Investment Management and serves as a member of Windward's Investment Committee. His responsibilities include managing client portfolios and overseeing the firm's investment consulting practice. Prior to joining Windward, Crosier worked in the investment management and consulting industries, most recently as a vice president in the Private Client Group at Goldman Sachs. His experience includes advising clients with regard to single stock risk management, asset allocation, portfolio construction, and manager selection. Prior to Goldman Sachs, Crosier worked as a manager of business development and product manager at Cambridge Energy Research Associates, an international energy research and consulting firm. Crosier earned a BA in French literature and psychology at Dartmouth College, a master's in education from Harvard University, and an MBA from the Amos Tuck School.
Inhaltsangabe
Foreword (Edward I. Rudman Co-Founder and Chairman Pell Rudman now Atlantic Trust Pell Rudman). Introduction (Louis P. Crosier). Part I: Before Selling Your Business. Chapter 1: Pre-IPO/Presale Planning (William R. Fleming Director; and Daniel Carbonneau Senior Manager; with Richard L. Kohan Partner PricewaterhouseCoopers). Chapter 2: Trust and Estate Basics (A. Silvana Giner Senior Partner; and Kimberly Cohen Junior Partner Hale & Dorr). Chapter 3: Life Insurance: From the Basics to the Advanced (Herbert K. Daroff J.D. CFP(r) Baystate Financial Services). Chapter 4: Negotiating the Deal (F. George Davitt Partner Testa Hurwitz Thibeault and Barry Nalebuff Ph.D. Milton Steinbach Professor of Management Yale University School of Management). Part II: After Selling Your Business. Chapter 5: How Your Life Changes: Psychology of a Windfall (Marty Carter Family Wealth Counselor Charles D. Haines LLC; and Charles W. Collier Senior Philanthropic Advisor Harvard University). Chapter 6: Overview of the Wealth Management Industry (David M. Spungen Managing Partner Hillview Capital Advisors). Chapter 7: Managing Concentrated and Restricted Stock Positions (David N. Elan CFA). Chapter 8: Asset Allocation (Stephen J. Cucchiaro President and Chief Investment Officer Windward Investment Management). Chapter 9: Developing an Investment Policy Statement (Ramelle M. Hieronymus Principal Prime Buchholz & Associates). Part III: Investing for the Long Term. Chapter 10: Selecting Investment Managers (Paul Greenwood Director of US Equity Investment Management & Research Russell Investment Group). Chapter 11: Risk: How Much Should You Take? (Paula Boyer Kennedy CPA CFP(r)). Chapter 12: Fixed Income (Peter B. Coffin President Breckinridge Capital Advisors). Chapter 13: Global Investing (Lindsey A. Richardson Principal State Street Global Advisors). Chapter 14: Real Estate (Nicholas Bienstock Managing Partner Savanna Partners; with Laura Corwin Burkhart Founder Slate Capital). Chapter 15: Private Equity (Sallie Shuping Russell General Partner Intersouth Partners). Chapter 16: Hedge Funds (DeFred G. Folts III President Mettowee Capital Advisors). Chapter 17: Performance (Robert E. Phillips Ph.D. President R.E. Phillips Systems). Chapter 18: Ongoing Management and Accountability (Douglas Ederle Managing Director SCS Financial and; Todd Millay Partner CCC Alliance). Part IV: Philanthropy. Chapter 19: Philanthropy and the Venturesome Donor (Stephen P. Johnson Vice President The Philanthropic Initiative). Conclusion--Getting It Right: The Key Decisions You Will Make (Louis P. Crosier). Index.
Foreword (Edward I. Rudman Co-Founder and Chairman Pell Rudman now Atlantic Trust Pell Rudman). Introduction (Louis P. Crosier). Part I: Before Selling Your Business. Chapter 1: Pre-IPO/Presale Planning (William R. Fleming Director; and Daniel Carbonneau Senior Manager; with Richard L. Kohan Partner PricewaterhouseCoopers). Chapter 2: Trust and Estate Basics (A. Silvana Giner Senior Partner; and Kimberly Cohen Junior Partner Hale & Dorr). Chapter 3: Life Insurance: From the Basics to the Advanced (Herbert K. Daroff J.D. CFP(r) Baystate Financial Services). Chapter 4: Negotiating the Deal (F. George Davitt Partner Testa Hurwitz Thibeault and Barry Nalebuff Ph.D. Milton Steinbach Professor of Management Yale University School of Management). Part II: After Selling Your Business. Chapter 5: How Your Life Changes: Psychology of a Windfall (Marty Carter Family Wealth Counselor Charles D. Haines LLC; and Charles W. Collier Senior Philanthropic Advisor Harvard University). Chapter 6: Overview of the Wealth Management Industry (David M. Spungen Managing Partner Hillview Capital Advisors). Chapter 7: Managing Concentrated and Restricted Stock Positions (David N. Elan CFA). Chapter 8: Asset Allocation (Stephen J. Cucchiaro President and Chief Investment Officer Windward Investment Management). Chapter 9: Developing an Investment Policy Statement (Ramelle M. Hieronymus Principal Prime Buchholz & Associates). Part III: Investing for the Long Term. Chapter 10: Selecting Investment Managers (Paul Greenwood Director of US Equity Investment Management & Research Russell Investment Group). Chapter 11: Risk: How Much Should You Take? (Paula Boyer Kennedy CPA CFP(r)). Chapter 12: Fixed Income (Peter B. Coffin President Breckinridge Capital Advisors). Chapter 13: Global Investing (Lindsey A. Richardson Principal State Street Global Advisors). Chapter 14: Real Estate (Nicholas Bienstock Managing Partner Savanna Partners; with Laura Corwin Burkhart Founder Slate Capital). Chapter 15: Private Equity (Sallie Shuping Russell General Partner Intersouth Partners). Chapter 16: Hedge Funds (DeFred G. Folts III President Mettowee Capital Advisors). Chapter 17: Performance (Robert E. Phillips Ph.D. President R.E. Phillips Systems). Chapter 18: Ongoing Management and Accountability (Douglas Ederle Managing Director SCS Financial and; Todd Millay Partner CCC Alliance). Part IV: Philanthropy. Chapter 19: Philanthropy and the Venturesome Donor (Stephen P. Johnson Vice President The Philanthropic Initiative). Conclusion--Getting It Right: The Key Decisions You Will Make (Louis P. Crosier). Index.
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