A value management framework designed specifically for banking and insurance The Value Management Handbook is a comprehensive practical reference written specifically for bank and insurance valuation and value management. Spelling out how the finance and risk functions add value in their respective spheres this book presents a framework for measuring - and more importantly influencing - the value of the firm from the position of the CFO and CRO. Case studies illustrating value-enhancing initiatives are designed to help Heads of Strategy offer CEOs concrete ideas toward creating more value and discussion of hard and soft skills put CFOs and CROs in a position to better influence strategy and operations. The challenge of financial services valuation is addressed in terms of the roles of risk and capital and business-specific value trees demonstrate the source of successful value enhancement initiatives. While most value management resources fail to adequately address the unique role of risk and capital in banks insurance and asset management this book fills the gap by providing concrete business-specific information that connects management actions and value creation helping readers to: Measure value accurately for more productive value-based management initiatives and evaluation of growth opportunities Apply a quantitative risk-adjusted value management framework reconciled with the way financial services shares are valued by the market Develop a value set specific to the industry to inspire initiatives that increase the firm s value Study the quantitative and qualitative management frameworks that move CFOs and CROs from measurement to management The roles of CFO and CRO in financial firms have changed dramatically over the past decade requiring business savvy and the ability to challenge the CEO. The Value Management Handbook provides the expert guidance that leads CFOs and CROs toward better information better insight and better decisions.

WARNING: Investors and lenders do not want you to read this book! With trillions of dollars at stake those who own and control investment capital profit handsomely by severely undervaluing privately held businesses. Lenders lure you with teaser rates. Investment partnerships dazzle you with fancy marketing materials. These are the tools of their trade helping them earn excess returns on your hard work. Breakout Valuation provides entrepreneurs with the insider knowledge they need to build what matters-a valuable business. Written by an author who shares your entrepreneurial journey and has spent three decades investing analyzing and advising billions of dollars of transactions Breakout Valuation tells you everything you need to know to finance your future today. You can finance growth and stick to your moral compass while avoiding the tricks of the hucksters who want to take outsized returns on your hard work and innovation. You hold in your hands the knowledge to achieve a Breakout Valuation!