Creating Wealth is a series of publications and self-instructional multimedia programs that are focused on key issues in personal economic strategy. The goal of the series is to provide accountable individuals who are concerned about their futures with a broad, policy-level understanding of the process by which individuals and family units can create and protect sources of personal wealth and how sources of wealth.

Creating Wealth also deals with key issues in personal capital formation, which the most demanding challenge. To form capital a person must be able to transform readily his or her sources of potential wealth into fully liquid capital-- i.e., cash and equivalents after taxes -- free and clear of all continuing obligations and free of exposure to claims and other liabilities.

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Personal Capital Formation

One way or another, every person and household must possess or acquire sources of income, the use of assets, and other means to live life at whatever standard of living they aspire to and that they can afford on a sustained basis over time.

Personal Capital Formation provides a powerful framework for understanding the economic realities of life and the process by which personal wealth and capital are formed through (a) critical decisions and negotiations and (b) long term personal financial strategy and policy over time.

Personal Capital Formation is based on a unique computer model developed by John Van Slyke that enables us to calculate and visualize personal economic issues over long periods of time while taking into account many personal policies, strategies, and external factors, including the effects of inflation and taxation.

Harvesting Value from Private Firms

Men and women with meaningful experience in the real world of privately owned companies, including family businesses, can well appreciate the importance of the issues covered in Harvesting Value from Private Firms.

It is very easy to invest a great deal of money or a life time of work to create value in a privately owned firm. "Harvesting" such value (i.e., converting such value into cash, after taxes and free and clear of all continuing obligations and exposure to potential liabilities) is almost always problematic. In the real world, a move to harvest is almost always very costly, time-consuming, and problematic.

Depending on the situation, the outcome of a move to harvest can range from hugely rewarding to frustrating, expensive, and worse, mark the company as "damaged goods" or brand the principals as amateurs or individuals who deal in bad faith or without portfolio or weight.

Harvesting Value from Private Firms is focused on (a) the many strategy issues principals must resolve before and during a move to harvest value from a privately held company and (b) the processes by which various harvesting strategies can be implemented.

Unit Price $US - TBA

Unit Price $US - TBA