The Equity Planner 1st Edition

The Equity Planner — 1st Edition by Jason King delivers a clear, practical roadmap for building and preserving equity across businesses, real estate and personal investment portfolios. Written for financial advisors, entrepreneurs and serious DIY investors, this first edition translates complex valuation and risk concepts into actionable planning steps that work in the U.S., UK and global markets.

Inside, readers find a structured approach to diagnosing equity health, setting measurable goals, and designing resilient strategies that respond to market cycles and tax considerations. Jason King combines plain-language explanations with real-world examples and adaptable frameworks so you can evaluate ownership stakes, balance leverage and prioritize long-term value without getting lost in jargon.

Why this book matters: the techniques are applicable whether you’re managing corporate equity, optimizing real estate positions, or aligning family wealth plans. You’ll come away with a repeatable process for scenario planning, risk mitigation, and communicating equity decisions to stakeholders — essential skills for advisors, CFOs and active investors.

Practical, authoritative and written with an eye for usability, The Equity Planner 1st Edition is a guide to smarter equity decisions that are both strategic and executable. Add this indispensable resource to your toolkit today and start shaping a clearer, more confident equity plan tailored to your region and goals.

Note: eBooks do not include supplementary materials such as CDs, access codes, etc.