Books

The ESOP Handbook for Banks
The ESOP Handbook for Banks eBook

Peabody Publishing • 2011 • E-Book • 97 pages pages

This handbook addresses an important omission in the current financial environment: the lack of a broader, strategic understanding of the possible roles of Employee Stock Ownership Plans, or ESOPs, as a tool for managing a variety of issues facing banks.
An Estate Planner’s Guide to Revenue Ruling 59-60
An Estate Planner’s Guide to Revenue Ruling 59-60

Peabody Publishing • January 2010 • E-Book (PDF) • 114 pages pages

Understand How Valuation Experts Utilize the Ruling in Income and Estate & Gift Tax Valuation Engagements. Revenue Ruling 59-60 is over 50 years old and it continues to be a foundational document for estate planning and business valuation professionals.

$19.95

The Buy-Sell Agreement Review Checklist
The Buy-Sell Agreement Review Checklist

November 2025

The Buy-Sell Agreement Review Checklist is a streamlined review tool that addresses the many obvious, yet overlooked, valuation issues related to buy-sell agreements. It is a perfect companion to the book, Buy-Sell Agreements for Closely Held and Family Business Owners.
The Bank Director’s Valuation Handbook
The Bank Director’s Valuation Handbook

Peabody Publishing • January 2009 • Paperback • 200 pages pages

This handbook is written specifically for bank directors and managers. It provides basic information and insight into those circumstances that involve valuation and other financial consulting. Each chapter addresses a valuation issue that might surface at your financial institution. Meant to stand alone, the chapters summarize the key issues on which you should focus and provide insight and a vocabulary to assist you in asking the right questions of your professional advisors.

$45.00

Valuing Financial Institutions
Valuing Financial Institutions (E-Book)

1991 • E-Book (PDF) • 673 pages pages

Valuing Financial Institutions is the first book written specifically to meet the needs of professional appraisers of financial institutions, executives in financial institutions, and the accountants, attorneys, and other professionals who serve the industry.

$65.00

Ownership Transition Bundle
Ownership Transition Bundle

Peabody Publishing • August 2010 and October 2014 • Paperbacks • 243 pages and 208 pages pages

In this special offer, receive both of Mercer’s Ownership Transition print books, Unlocking Private Company Wealth and Buy-Sell Agreements for Closely Held and Family Business Owners.

$35.00

Buy-Sell Agreements for Closely Held and Family Business Owners
Buy-Sell Agreements for Closely Held and Family Business Owners

Peabody Publishing • August 2010 • Paperback • 243 pages pages

If you are a business owner or are an adviser to business owners, this book is designed for you, providing a road map for business owners to develop or improve their buy-sell agreement.

$25.00

Unlocking Private Company Wealth
Unlocking Private Company Wealth

Peabody Publishing • October 1, 2014 • Paperback • 208 pages pages

Unlocking Private Company Wealth is all about managing the wealth represented by your ownership of a private business. The book calls for business owners to treat their illiquid, private company wealth with the same care and respect as their liquid wealth and retirement funds.

$25.00

The 12 Questions That Keep Family Business Directors Awake at Night
The 12 Questions That Keep Family Business Directors Awake at Night

Peabody Publishing • Fall 2018 • Paperback • 114 pages pages

The intersection of family and business generates a unique set of questions for family business directors. We’ve culled through our years of experience working with family businesses of every shape and size to identify the twelve questions that are most likely to trigger sleepless nights for directors.

$9.99

QMDM Companion Version 4.0
QMDM Companion, Version 4.0

2008 • ZIP File (PDF and Excel Model) • 40 pages pages

The very latest version of the Quantitative Marketability Discount Model (QMDM) now includes a revised and expanded explanatory manual, delivered as a .zip file. Included in this file is a PDF and and Excel Model.

$125.00

Buy-Sell Agreements for Closely Held and Family Business Owners ebook
Buy-Sell Agreements for Closely Held and Family Business Owners (eBook)

Peabody Publishing • August 2010 • E-Book • 243 pages pages

If you are a business owner or are an adviser to business owners, this book is designed for you, providing a road map for business owners to develop or improve their buy-sell agreement.

$15.00

Buy-Sell Agreements Valuation Handbook for Attorneys
Buy-Sell Agreements: Valuation Handbook for Attorneys

November 2025

Published by the American Bar Association, Buy-Sell Agreements: Valuation Handbook for Attorneys is a one-of-a-kind resource for attorneys representing business owners. Well-prepared buy-sell agreements establish a valuation process to set the price at which a transaction will occur when trigger events happen. Many, if not most, buy-sell agreements in existence today have dated language pertaining to the description of their appraisal processes and the definitions of the price to be set by these processes.

$149.00

Creating Strategic Value through Financial Technology
Creating Strategic Value through Financial Technology (Wiley Finance)

April 17, 2017 • 288 pages pages

Creating Strategic Value through Financial Technology explores the growing Financial Technology (FinTech) industry to provide insight on how traditional financial institutions and FinTech companies can boost innovation and enhance valuation in a complex regulatory environment.

$65.00

Business Valuation An Integrated Theory 3rd Edition
Business Valuation: An Integrated Theory, 3rd Edition

November 2025

A guide that demystifies modern valuation theory and shows how to apply fundamental valuation concepts. The revised and updated third edition of Business Valuation: An Integrated Theory explores the core concepts of the integrated theory of business valuation and adapts the theory to reflect how the market for private business actually works.

$115.00

Checklist for Shareholder Promissory Notes
Checklist for Shareholder Promissory Notes

November 2025

Promissory notes are frequently used as a funding mechanism when buy-sell agreements are triggered. However, most buy-sell agreements reflect very little thought or negotiation researching the promissory notes they contain. This checklist helps you determine if your promissory note is reasonable for all parties under reasonably foreseeable circumstances. It is a perfect companion to the book, Buy-Sell Agreements for Closely Held and Family Business Owners.
Navigating Tax Returns
Navigating Tax Returns

November 2025 • E-Booklet

This piece is designed to assist family law attorneys and their clients better understand tax returns because knowing how to navigate tax returns can be very useful in divorce proceedings. The information contained in tax returns can provide support for marital assets and liabilities, sources of income and potential further analyses. Reviewing multiple years of tax returns and accompanying supplemental schedules may provide helpful information on trends and/or changes and could indicate the need for potential forensic investigations.
Essential Financial Documents to Gather During Divorce
Essential Financial Documents to Gather During Divorce

November 2025 • E-Booklet

This booklet is designed to be a resource that will assist family law attorneys and their clients during one of the most difficult times in their lives, both emotionally and financially. Mercer Capital has compiled a list of financial documents that are typically needed in the divorce process and decoded common financial terms helpful to attorneys and their clients. Financial experts can assist in determining the relevant documents based on the facts and circumstances of the case, which can reduce the burden of hunting down extraneous documents.
Business Valuation 101
Business Valuation 101

November 2025 • E-Booklet

This guide is designed to provide business owners and family law attorneys with a foundational understanding of key valuation concepts, definitions, and methodologies. It explores the framework that guides valuation analyses, the information typically required, and the approaches and methods used to determine value.