The One Percent Solution

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What is the solution to financing the expenditures necessary to manage the wealth that is tied up in closely held businesses? The solution is so obvious that we overlook it, thinking that such activities either are too expensive, too time-consuming, or worse, not a high priority. For owners of closely held businesses, the solution lies in the decision to treat their ownership interests as an investment. This book introduces the concept of the One Percent Solution – a new and powerful way to manage all the wealth, both liquid and pre-liquid, for the benefit of the business owner (as well as the wealth manager and possibly other professional advisors).

PRODUCT INFORMATION

• Author: Z. Christopher Mercer, ASA, CFA, ABAR
• Publication Date: January 2007
• Length: 55 pages
• Dimensions: 4.25 x 5.5 paperback
• Publisher: Peabody Publishing, LP
• Price: $14.00 for 1-6 copies, $7.00 for 7 or more copies