Cash Out, Cash In

Cash Out, Cash In is not a “How to Get Rich” book. It is an after-success book aimed at the demanding needs of families and business owners with $1 million to $1 billion of capital to invest. Read straight through or absorbed in sections, Cash Out, Cash In is intended to be a handy desk reference for all stages of wealth management. Part I: Getting Liquid Mark Van Mourick gives advice based upon his successful selling of over 150 businesses. You will learn how to get the most from your business sale and how to develop pre-sale estate strategies. Getting Liquid also looks at the management of concentrated stock holdings. Part II: Building an Optimum Investment Portfolio The author carefully walks you through a complete and thorough investment planning process to determine investment risk tolerance, return targets and economic assumptions. Detailed chapters on stock market, real estate, fixed income and private business investments reflect success strategies used by the ultra-wealthy. The chapter ends with an ideal Personal Investment Charter and Asset Allocation. Part III: Managing for Optimum SatisfactionYou will learn how to build a “dream team” of professional advisors, set up a family office, develop advanced estate designs, and become a comfortable and confidant private investor. Never before has one book combined so many adroit investment strategies for optimum wealth management. About the author: Considered to be one of the best financial advisors in the nation, Mark Van Mourick manages an investment portfolio that includes stocks, real estate and venture capital. He is also the founder and president of the Mark Van Mourick Foundation, which provides college scholarships for financially challenged students. He is on many executive boards, is a Scoutmaster and enjoys mountain climbing, racecar driving and skiing. Mark is happily married to Trish, his college sweetheart of twenty-two years, and is the proud father of three children.