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."

The author can't turn lead into gold or guarantee unicorns for every business; however, he answers these questions: Why are affluent entrepreneurs able to get richer through concentrated risk? How do entrepreneurs ensure no money is left on the table? How do advisors assist owners weighing gratification versus growth options? And how do advisors optimize their relationships with business owners and each other? Equity Value Enhancement fills a critical knowledge gap for professional advisors and multigenerational entrepreneurial families who know there's more to a company than revenues and profits.

There's no better time for this practical guide than now—when a single perspective cannot adequately create, sustain, and enhance concentrated wealth. Based on more than a thousand engagements with mid-market to small-cap public companies, the author's hard-earned wisdom demonstrates simple wealth preservation strategies are often losing ones. Only through governance, relationships, risks, and knowledge can one become a "strategic-value architect" who measures, manages, and maximizes the intangible assets of a company while leveraging and aligning human and financial capital.

When you read Equity Value Enhancement, you will differentiate between valuation and value creation skillsets. You will understand how to identify the most common risks impacting price multiples and access expert insight into:

• How operating within a purposeful and collaborative framework of relationships and connections creates professional value beyond technical know-how and fee-for-service mindsets
• The business appraiser—insider tips for spotting a good one and the pitfalls of overlooking the importance of this key player
• The role strategy and culture plays in governance and a proven approach to measuring, and mastery of governance's influence on value
• The healthy ways key advisors and stakeholders can evolve into champions and stewards of value creation
• The top risks (and opportunities) that are hard to measure but are greatly influenced by human and financial capital

In addition to the illustrative examples in every chapter, the book has four eye-opening vignettes that connect the dots to reveal how the covered concepts come together and play out in the real world.

Equity Value Enhancement is the must-have-at-your-fingertips reference guide for ensuring advisors and their wealthy clients share a vision and are able to make a measurable contribution to the family's success and significance from liquidity to legacy.