The Business Library®
Free Reports for IASM Members
IASM expands The Business Library for Its Members -- You now have free access to 40 Reports, 28 Business and 12 Personal/Family Reports.
Free Access and Download by Our Members
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The Business Library:
40 Free Reports for IASM Members
The Business Library consists of 40 Resource Reports on personal and business financial topics of critical importance to our members and their families. These how-to, comprehensive reports provide answers to your big-dollar questions, concerns, and opportunities. The reports include illustrations, examples, and checklists for your use today and to save for future reference. They cover the important subjects to help you, your family, and your business better manage your finances. Topics include retirement, investments, compensation, insurance, cash flow, taxes, assets, company valuation, and business succession.
Free Download by Our Members: The reports are available for you to download
immediately in PDF format. To do so, you will need Acrobat Reader, which you
can download free of charge by
clicking here. 
40 Resource Reports
28 Business Reports
#1. Solving Cash Flow Problems - 50 Strategies That Increase Cash Flow Today - 25 pages with a Case Study on Increasing Sales and Profits. [Review and Download]
#2. How to Determine the Value of a Business - 26 pages with a Case Study to Determine the Final, Weighted Value of an actual Company. [Review and Download]
#3. Buy-Sell Agreements and Succession Planning: For Owners, Executives, and Family Members - 18 pages with Buy-Sell Methods, How to Value and Protect Ownership, and How to Finance the Buy-Out. [Review and Download]
#4. Assessing a Business' Health and Profitability - 30 pages with Two Case Studies and a Comparative Analysis of an actual Company. [Review and Download]
#5. 20 Ways to Build Your Retirement Fund - 18 pages with How to Prepare a Retirement Model and Make Up Deficits to Meet Your Retirement Needs. [Review and Download]
#6. Selling a Business: Structuring and Negotiating the Best Deal - 28 pages with a Case Study and How to Window Dress the Company for Sale, Increase Its Value, and Your Options to Get Paid. [Review and Download]
#7. Criteria for Setting Compensation: For Owners, Executives, and Family Employees of Closely Held Businesses - 14 pages with Guidelines for Setting Compensation and the Cautions. [Review and Download]
#8. Auto and Equipment Leasing - 24 pages with a Case Study on the Purchase vs. Lease Option and Business vs. Personal Ownership. [Review and Download]
#9. Rules on Travel, Auto, Meal, and Entertainment Expenses - 19 pages with Recordkeeping Requirements, Special Rules for Business Owners, and the High Cost of Noncompliance. [Review and Download]
#10. Profiling and Presenting Your Company to the World - 60 pages with a Review of an actual Company and Financing Proposal. [Review and Download]
#11. Employment Contracts: When to Offer and What to Include - 40 pages with Provisions to Include, Cautions on Firing, and a sample Employment Offer and sample Employment Agreement. [Review and Download]
#12. Key-Executive Insurance: Why, Who, When, and How Much? - 16 pages with Examples of the Options, Costs, and Special Needs of Owners. [Review and Download]
#13. Renting and Leasing Properties: For Both Tenants and Landlords - 17 pages with What to Avoid and a Glossary of Terms to Know. [Review and Download]
#14. How to Value and Protect a Company's Goodwill and Intangible Assets - 44 pages with Five Methods to Value Intangible Assets and Two Case Studies. [Review and Download]
#15. How to Protect Against Misuse of Business Ownership - 12 pages with a sample Investment Letter from the Buyer or Recipient of the Ownership. [Review and Download]
#16. Buying a Business: How to Do It - 37 pages with a Case Study, Acquisition Guidelines, Due Diligence Checklist, and Financial Spread Sheets. [Review and Download]
#17. How to Protect Your Company's Confidential Information - 8 pages with a sample Confidentiality and Nondisclosure Agreement. [Review and Download]
#18. Your Compensation, Benefits, and Retirement Money - 20 pages with a Review of Benefit Options, Retirement Plans, Tax Deductions, and Ways to Set Aside more Money for Retirement. [Review and Download]
#19. 12 Ways to Multiply a Business' Value - 20 pages with Valuation Axioms and Formulas, Profit Adjustments, and Types and Uses of Multiples to Increase a Company's Value. [Review and Download]
#20. Asset-Based Lending: How to Get More Capital for Your Business - 11 pages with a Review of Asset-Based Loans and Access to 261 Lenders. [Review and Download]
#21. Analyzing Your Own Business or One You Want to Buy or Invest In - 19 pages with 14 Mistakes to Avoid and 106 Questions to Ask and Analyze. [Review and Download]
#22. What to Know: Money To and From Your Company from Owners, Executives, and Family - 7 pages with You as Borrower and Lender and the Steps to Protect Yourself and Business. [Review and Download]
#23. How to Prepare Your Business for Sale - 24 pages with 9 Structuring Methods and a Case Study on How to Adjust Financial Statements to Increase the Company's Value and Selling Price. [Review and Download]
#24. Financings: Impact of Points on Mortgage Costs - 9 pages with Tables to Determine Effective Interest Rate on New and Refinanced Loans. [Review and Download]
#25. Pricing Your Company's Products and Services to Increase Sales and Profits - 12 pages with a Case Study and the Steps to Pricing a Company's Products. [Review and Download]
#26. Cash Flow: Know Its Value When Buying, Selling, or Expanding - 18 pages with Two Case Studies as Buyer, as Seller. [Review and Download]
#27. Your Family's Role in Business Continuity and Succession Planning - 30 pages with a Review of the Steps, Ownership Options, Valuation, Estate Considerations, and a Roadmap for Your Heirs and Successor. [Review and Download]
#28. How to Finance a Business: Common Stock, Preferred Stock, Debt, and Convertible Securities - 68 pages with a Case Study on each Financing Method and Sources of Capital. [Review and Download]
12 Personal and Family Reports
Financial Planning Series - see #29 through #36
#29. Your Will: Will It Do What You Want It to Do? - 30 pages with a Review of Basics, Codicils, Distribution Options, Trusts, Estate Planning, and a Family Information Memo. [Review and Download]
#30. Your Insurance: Get the Most from Your Life Insurance Dollars and Protect What You Have - 23 pages with a Review of Types of Policies, Beneficiary Designations, Ownership and Settlement Options, and 17 Ways to Reduce Premium Outlays. [Review and Download]
#31. Your Home: Mortgages, Refinancings, Ownership, Sale, Insurance, and Taxation - 22 pages with Analysis of Mortgage Financings, Home Equity Loans, Second and Vacation Homes, and Business Use of a Home. [Review and Download]
#32. Your Investments: 44 Action Alerts to Use Today and Throughout the Year - 33 pages with a Review of Investment Facts and Strategies, Taxation, Recordkeeping Compliance, and Custodial Accounts. [Review and Download]
#33. Your Retirement: A Roadmap for Your Retirement Planning - 22 pages with 27 Action Alerts, Planning Options, Retirement Income Model, Contribution Options and Limits, Withdrawals, Use of IRAs and the Roth IRA, and Compliance and Recordkeeping. [Review and Download]
#34. Your Business: How the IRS Values a Family Business for Heirs, Successors, Gifts, and Estate Taxes - 24 pages with a Case Study and a Review of Goodwill, Use of Discounts, and 8 Valuation Methods with a Final Weighted Value. [Review and Download]
#35. Your Assets: Financing and Refinancing Personal, Investment, and Business Properties - 13 pages with an Analysis of all Costs associated with Financing and Refinancing Properties. [Review and Download]
#36. Your Ownership: What to Know About the Equity in a Business - 16 pages with a Case Study which Presents the Concepts, Terms, and Value Calculations for an actual Family Business. [Review and Download]
#37. Investment Formulas Help You Decide When to Hold, When to Sell - 9 pages with Examples of Ways to Lower Investment Taxation. [Review and Download]
#38. How Interest Rate Changes Impact Bond Prices - 9 pages with an Example of the Impact on Long-Term Securities at various Interest Rates and Ideas to Reduce Risk. [Review and Download]
#39. How to Maximize Retirement Income, Minimize Taxes - 13 pages with a Review of Retirement Position, Withdrawal Options, Taxation, Roth IRA, and Strategies to Increase Your After-Tax Income after Retirement. [Review and Download]
#40. Real Property Investments: What to Know, What to Avoid - 20 pages with Cash Flow and Refinancing Examples, Property Management and Tenants, Company-Owned Facilities, and Your Home as an Investment. [Review and Download]
Designed and Developed by The Staff of The Business Library
About the Publishers of The Business Library®
The Business Library is produced by an editorial and research staff with an average experience of 28 years in helping businesses and individuals manage their finances better. The company was formed in 1974 by Thomas J. Martin. Martin has written more than 900 articles and advisories and presented hundreds of workshops and seminars to thousands of business owners and executives on many of the subjects covered in The Business Library.
He is an Investment Banker and an expert witness in Valuation and Succession Court Cases. He has helped hundreds of business owners and executives raise capital, refinance debt, prepare for succession, and value and sell their businesses. The information in The Business Library has helped more than 300,000 business owners, executives, entrepreneurs, investors, and individuals manage their companies and finances better, using several million copies of our reports, manuals, advisories, books, seminar workbooks, and newsletters to guide them in their business and family planning.
If you have any questions on any of the reports in The Business Library, please contact Tricia Walsh, Publishing Director, at (516) 671-8050 [fax: 516-671-8077] or e-mail: triciawalsh@yourbusinesslibrary.com.