The Ultimate Sale Quick Links and Supplemental Information
In order to help make your reading of The Ultimate Sale (financially) simple, we have built this page is to give you quick links to data sources I used in the book.
This page is also meant to help listeners of the audio-only version of the book by showing the graphs and charts discussed.
And since you’ve reached this page, you’ve obviously purchased and/or read my book. That’s awesome! Thanks for your support. I’d love to have your honest feedback. Whether you loved it or hated it, let me know here. Your suggestions will help us build our upcoming books.
Footnotes and Graphics:
Page 2
[1] U.S. Small Business Administration Office of Advocacy. (2017, August). Frequently Asked Question about Small Businesses [Report]. Retrieved from the SBA website: https://www.sba.gov/sites/default/files/advocacy/SB-FAQ-2017-WEB.pdf
Page 5
[2] United States Census Bureau. (2015). 2015 SUSB Annual Data Tables by Establishment Industry. Retrieved from https://www.census.gov/data/tables/2015/econ/susb/2015-susb-annual.html
Page 6
[3]Beesley, Caryn. U.S. Small Business Association. (July 21, 2016). How and Why to Determine if Your Business is Small. Retrieved from https://www.sba.gov/blogs/how-and-why-determine-if-your-business-small
Page 6
[4] Corporate Value Metrics. (2013). U.S. Market Segments care of https://www.corporatevalue.net/
Page 7
[graphic] US Market Segments
Page 8
[5] Alliance of Merger & Acquisition Advisors. (n.d.) Expanding the Conversation: Middle Market Value Growth. Retrieved from https://www.amaaonline.com/value-growth/
Page 9
[6] U.S. Small Business Administration Office of Advocacy. (2017, August). Frequently Asked Question about Small Businesses [Report]. Retrieved from the SBA website: https://www.sba.gov/sites/default/files/advocacy/SB-FAQ-2017-WEB.pdf
Page 21, 22
[7 & 8] NBA’s Greatest Moments: The Original Dream Team. (n.d.). Retrieved from http://www.nba.com/history/dreamT_moments.html
Page 22
[9] Business Dream Team – refer to https://financiallysimple.slamdotsites.com/essential-professional-advisory-team-members-for-a-startup/
Page 23
[10] United States Department of Labor. Fiduciary Responsibilities. (n.d.) Retrieved from https://www.dol.gov/general/topic/retirement/fiduciaryresp
Page 27
[11] Business Owner’s Personal Budget Calculator: https://www.dol.gov/general/topic/retirement/fiduciaryresp
Page 37
[12] Wikipedia. (n.d.) Blueprint. Retrieved from https://en.wikipedia.org/wiki/Blueprint
Page 37
[13] What Exactly is a Blueprint? (n.d.). Retrieved from https://science.howstuffworks.com/engineering/structural/question321.htm
Page 41
[14] What’s in a good business plan: visit https://financiallysimple.slamdotsites.com/financially-simple-guide-good-business-plan/
Page 46
[15] For A Sample Pro Forma, visit https://financiallysimple.slamdotsites.com/pro-forma-financial-statements/
Page 53
[16] Business Dictionary. Capital. (n.d.) Retrieved from http://www.businessdictionary.com/definition/capital.html
Page 54
[17 & 18] How to Value a Business: The Ultimate Guide to Business Valuation. (January 2018). White, Jeff. Retrieved from https://fitsmallbusiness.com/how-to-value-a-business/
Page 58
[19] Wall Street Oasis. What is Collateral Value? (n.d.). Retrieved from https://www.wallstreetoasis.com/finance-dictionary/what-is-collateral-value
Page 58
[20] IRS Revenue Ruling 59-60. (1959). Retrieved from http://www.equityvaluationappraisals.com/pdf/IRS-Revenue-Ruling-59-60.pdf
Page 58
[21] MBAP Certified Public Accountants and Advisors. Know the Difference Between Fair Market Value and Fair Value. (2017). Retrieved from https://mbafcpa.com/advisories/know-differences-fair-market-value-fair-value/
Page 58
[22] Maloney, Dave. Market Value vs. Fair Market Value: What’s the Difference. (October 2012). Retrieved from https://www.appraisalcourseassociates.com/1265/
Page 59
[23] Kim, Larry. 7 Things You Need to Know about 409A Valuation. (December 2017). Retrieved from https://medium.com/marketing-and-entrepreneurship/7-things-you-need-to-know-about-409a-valuation-35d4da0fa58a
Page 59
[24] Valuation Academy. Types of Value – Fair Market Value, Intrinsic Value, Liquidation Value, Investment Value. (n.d.). Retrieved from http://valuationacademy.com/types-of-value/
Page 59
[25] Mendlowitz, Edward. Uncover Strategic Value. (2009). Retrieved from https://www.journalofaccountancy.com/issues/2009/nov/20092092.html
Pages 64 and 65
[graphics] Business Value Multiplying Factor
Pages 71 and 72
[graphics] Increasing Revenue vs Increasing Multiplying Factor
Page 76
[26] Snider, Christopher M. Walking to Destiny: 11 Actions an Owner MUST Take to Rapidly Grow Value & Unlock Wealth
Page 77
[graphic] 4 C’s (types of Capital)
Page 79
[graphic] Steps to Maximize Business Capital
Page 78
[27] Snider, Christopher M. Walking to Destiny: 11 Actions an Owner MUST Take to Rapidly Grow Value & Unlock Wealth
Page 92
[28] Boone, Emily. Employee Retention: The True Cost of Losing Your Best Talent. (April 2017). Retrieved from https://www.wrike.com/blog/employee-retention-true-cost-losing-best-talent/
Page 100
[29] Snider, Christopher M. Walking to Destiny: 11 Actions an Owner MUST Take to Rapidly Grow Value & Unlock Wealth
Page 101
[30] Goodbread, Justin (Writer, Producer, and Interviewer), & Wells, Ben (Interviewee). (2018). ESOPS: An In-Depth Look at a Way to Sell Your Business to Employees. Retrieved from https://financiallysimple.slamdotsites.com/should-you-sell-your-business-to-employees-pros-and-cons-of-esops/
Page 105
[31] Stershic, Sybil F. (2007). Taking Care of the People Who Matter Most: A Guide to Employee-Customer Care.
Page 111
[32] Wikipedia. (August 4, 2018). 3M. Retrieved from https://en.wikipedia.org/wiki/3M
Page 129
[33] BusinessDictionary. (n.d.) Marketing. Retrieved from http://www.businessdictionary.com/definition/marketing.html
Page 129
[34] Glen, Jeffrey. BusinessDictionary. (n.d.) Advertising vs. Marketing. Retrieved from http://www.businessdictionary.com/article/1094/advertising-vs-marketing-d1412/
Page 144
[35] Merriam-Webster (September 2, 2018). Capacity. Retrieved from https://www.merriam-webster.com/dictionary/capacity
Page 145
[36] Zwilling, Martin. Forbes. (September 6, 2013). 10 Tips for Building the Most Scalable Startup. Retrieved from https://www.forbes.com/sites/martinzwilling/2013/09/06/10-tips-for-building-the-most-scalable-startup/#1e962e4c5f28
Page 145
[37] Housh, Will. Entrepreneur. (March 12, 2015). Choosing a Business Model That Will Grow Your Company. Retrieved from https://www.entrepreneur.com/article/243237
Page 156
[graphic] Competitive Advantage- Factor 4 vs 7
Page 159
[38] Mar, Anna. 6 Sources of Competitive Advantage. (April 2013). Retrieved from https://business.simplicable.com/business/new/6-sources-of-competitive-advantage
Page 161
[39] Business Dictionary. Organizational Culture. (n.d.). Retrieved from http://www.businessdictionary.com/definition/organizational-culture.html
Page 163
[40] Spacey, John. 40 Examples of Competitive Advantage. (November 2015). Retrieved from https://simplicable.com/new/competitive-advantage-examples
Page 166
[41] Goltz, Jay. The Top 10 Reasons Small Businesses Fail. (January 2011). Retrieved from https://boss.blogs.nytimes.com/2011/01/05/top-10-reasons-small-businesses-fail/
Page 167
[42] Pro Forma Financial Statements, visit https://financiallysimple.slamdotsites.com/pro-forma-worksheet-example/
Page 168
[43] Funding Options – Investor vs Bank Loan https://financiallysimple.slamdotsites.com/investor-vs-bank-loan-which-is-the-best-source-of-startup-capital/
Page 181
[44] BBA Lectures. (n.d.) Difference Between Systematic and Unsystematic Risk. Retrieved from https://www.bbalectures.com/difference-between-systematic-and-unsystematic-risk/
Page 181
[45] BBA Lectures. (n.d.) Difference Between Systematic and Unsystematic Risk. Retrieved from https://www.bbalectures.com/difference-between-systematic-and-unsystematic-risk/
Page 202
[46] U.S. Small Business Administration Office of Advocacy. (2018). 2018 Small Business Profile. Retrieved from https://www.sba.gov/sites/default/files/advocacy/2018-Small-Business-Profiles-US.pdf.
Page 203
[47] Strategic Exits Corp’s Exit Strategies Workshop: http://www.exits.com/blog/exit-strategies-workshop-helsinki/
Page 216
[48] Investopedia. Earnout. (n.d.). Retrieved from https://www.investopedia.com/terms/e/earnout.asp
Page 222
[graphic] Buyer-Seller Tax Consequences Balance
Page 225
[49] Goodbread, Justin. Achieving Charitable Desires While Increasing Your Net Gain. (August 2017). Retrieved from https://financiallysimple.slamdotsites.com/achieving-charitable-desires-while-increasing-your-net-gain/
Page 264
[50] Wang, Anna. May 2014. Indemnity Clauses: Understanding the Basics. Retrieved from http://www.shakelaw.com/blog/indemnity-clauses-understanding-basics/
Page 277
[51] Sneiderman, Steven H. February 2013. What’s a retrade, and how do I prevent one? Retrieved from http://www.crainscleveland.com/article/20130206/BLOGS05/130209898/whats-a-retrade-and-how-do-i-prevent-one
Page 284
[52] History. (n.d.) ‘I Have a Dream’ Speech. Retrieved from https://www.history.com/topics/i-have-a-dream-speech
Page 284
[53] Tikkanen, Amy. (n.d.). I Have a Dream: Speech by King [1963]. Retrieved from https://www.britannica.com/topic/I-Have-A-Dream