Because I do not know my expiration date, I have been living my bucket list each day since my service during Desert Shield/Storm. My 2015 list was to spend more time with four legged creatures than two; to support my wife in her art and spiritual endeavors; to provide combat veteran PTSD therapy at a Colorado ranch; and to publish a book that challenges conventional wisdom about how best to serve affluent entrepreneurs by creating more value for them and their trusted advisors. Visit www.carlsheeler.com to see how. And something most might not know about me.... I ran unsuccessfully for a US Senate seat in 2006.
Final Call for Wiley Book Reviewers
This Wiley book is a conventional wisdom disruptor. What differentiates this book?:
http://www.wiley.com/WileyCDA/WileyTitle/productCd-1118871006.html
The book demonstrates the financial argument that advisors and owners can better leverage knowledge and relationships to create millions of dollars in equity value
After 1,200+ midmarket engagements, it demonstrates that human capital is as relevant, if not more so, than financial capital to manage risk and create equity value
The book has been favorably reviewed by 200+ CPAs, attorneys, valuators, CXOs, academics, PE/VCs, wealth/insurance advisors and family office/business owners
All net proceeds of the book go to a 503(c) that supports equine, canine and combat PTSD therapies (the author is a USMC combat officer veteran)
Author has 25+ years of strategy, finance, operational audit, risk management, entrepreneurship, academic and executive background
If interested, please send a private response with your email. You can review any number of chapters from one to three. While there is no hard stop date (1/2 hour to read most chapters), the comments (2 - 4 sentences) are requested by 10/14 if you want them to be considered for the dust jacket or within the book.
Thank you!
My BRG Profile is: http://www.thinkbrg.com/professionals-carl-sheeler.html
Kindly,
Carl
Carl L. Sheeler, PhD, ASA | Managing Director
Global Group Leader | Family Office & Business Strategies
Berkeley Research Group, LLC
Downtown: 110 W C Street, 13th Floor | San Diego CA 92101
Del Mar: 12636 High Bluff Drive, Suite 400 | San Diego CA 92130
LA: 2049 Century Park East, Suite 2525 | Los Angeles CA 90067
D 424.253.0110x211 | O 619.235.6635x211 | M 619.453.3015
csheeler@thinkbrg.com | thinkbrg.com
Please honor me with your comment
Ever had an “ah ha” moment like the scene from Matrix after Neo takes the red pill? He realizes his discomfort comes from conformity – just playing a role, but knowing there’s more out there.
Many professionals experience this, then read books like “The One Minute Manager”, “Good to Great”, “Organization of The Future”, “Freakonomics” or "A Random Walk Down Wall Street” by authors Blanchard, Collins, Drucker, Levitt and Malkiel respectively. Each in their own way took the familiar and turned it on its head.
Wiley’s “Equity Value Enhancement” proposes the same disruptions by placing as much or more emphasis on human capital and risk management than the familiar financial capital metrics. While the latter has historically been used to examine company performance, it doesn’t go far enough.
A summary of the book is here:
http://www.wiley.com/WileyCDA/WileyTitle/productCd-1118871006.html
It may be bold to suggest the book is a disruptor. It does raise questions such as the high percentage of benefactor/buyer/seller remorse as well as unfunded buy-sell agreements or the number of companies post-merger that don’t achieve synergies.
These outcomes are irrefutable; yet, are common. The book goes further. It demonstrates that bankers, private equity, family offices, insurance, wealth, accounting, legal advisors and entrepreneurial clients have the untapped potential to free up millions of dollars in value creation by choosing not to follow the “norms” espoused by most.
My ask is simple. Please let me know if you wish to review one or more chapters of the complementary advance copy and comment. I would then provide your name and email to the Wiley’s editor and he’ll contact you directly. Thank you.
My BRG Profile is: http://www.thinkbrg.com/professionals-carl-sheeler.html
Kindly,
Carl
Carl L. Sheeler, PhD, ASA | Managing Director
Global Group Leader | Family Office & Business Strategies
Berkeley Research Group, LLC
Downtown: 110 W C Street, 13th Floor | San Diego CA 92101
Del Mar: 12636 High Bluff Drive, Suite 400 | San Diego CA 92130
LA: 2049 Century Park East, Suite 2525 | Los Angeles CA 90067
D 424.253.0110x211 | O 619.235.6635x211 | M 619.453.3015
csheeler@thinkbrg.com | thinkbrg.com
I need your help to be a positive disruptor
There’s “The One Minute Manager”, “Good to Great” “Organization of The Future” and “Freakonomics” by authors Blanchard, Collins, Drucker and Levitt, respectively. Each in their own way took what was familiar and turned it on its head.
I believe Wiley’s “Equity Value Enhancement” (link below) proposes the same disruptions by placing as much or more emphasis on human capital and risk management versus traditional financial capital and the common metrics considered to examine company performance.
It goes further. It demonstrates that bankers, private equity, family offices, insurance, wealth, accounting, legal advisors and their entrepreneurial clients have the untapped potential to free up millions of dollars in value creation for both clients and themselves by choosing not to follow the herd.
http://www.wiley.com/WileyCDA/WileyTitle/productCd-1118871006.html
My ask is simple. Whether you (or someone you designate) would review one or more chapters of a complementary advance copy and comment with your thoughts. If you wish to do so, please let me know tomorrow if possible. I would then provide your name(s) to Wiley’s editor and he’ll contact you. Thank you.
My BRG Profile is: http://www.thinkbrg.com/professionals-carl-sheeler.html
Kindly,
Carl
Carl L. Sheeler, PhD, ASA | Managing Director
Global Group Leader | Family Office & Business Strategies
Berkeley Research Group, LLC
Downtown: 110 W C Street, 13th Floor | San Diego CA 92101
Del Mar: 12636 High Bluff Drive, Suite 400 | San Diego CA 92130
Los Angeles: 2049 Century Park East, Suite 2525 | Los Angeles CA 90067
D 424.253.0110x211 | O 619.235.6635x211 | M 619.453.3015
csheeler@thinkbrg.com | thinkbrg.com
Those who are unable to think out-of-the-box are doomed to remain in the box or are they?
Undoubtedly you’re busy, so I’ll be super brief.
John Wiley & Sons will be releasing my book in December. The cover page(s) will have endorsements and I’m inviting you to receive, review and comment on an advance copy.
You can either choose to read one or a few chapters or the whole book per the editor. The book addresses owners leveraging the knowledge and relationships advisors have, which in turn lowers risk and elevates equity value. Win x3!
Book Summary Link:
http://www.wiley.com/WileyCDA/WileyTitle/productCd-1118871006.html
If interested, please let me know before Friday, 9/25. I will need your name and email address. Otherwise, if you wish to forward this request to an owner or advisor who might benefit from participation please let me know with the same requested details. Thank you!
Forgive me if you have received this quest separately by other channels.
My BRG Profile is: http://www.thinkbrg.com/professionals-carl-sheeler.html
Kindly,
Carl
Carl L. Sheeler, PhD, ASA | Managing Director
Global Group Leader | Family Office & Business Strategies
Berkeley Research Group, LLC
Downtown: 110 W C Street, 13th Floor | San Diego CA 92101
Del Mar: 12636 High Bluff Drive, Suite 400 | San Diego CA 92130
LA: 2049 Century Park East, Suite 2525 | Los Angeles CA 90067
D 424.253.0110424.253.0110x211 | O 619.235.6635 x211 | M 619.453.3015
csheeler@thinkbrg.com | thinkbrg.com