Finance & Accounting

Soundview Executive Book Summaries® publishes summaries of the best business books of each year on business financial issues including investing, budgeting, mergers and acquisitions, corporate transparency, financial statements, benchmarking and more. Browse our summaries to find the answers to your financial planning questions.

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  • Image of Getting Rich Your Own Way

    Getting Rich Your Own Way

    by Brian Tracy
    Item #: KFBS0117
    Brian Tracy is arguably the most listened to audio author on personal and business success in the world. Prior to founding Brian Tracy International, Tracy was the chief operating officer of a development company with $265 million in assets and $75 million in annual sales. In Getting Rich Your Own Way, Brian Tracy shares proven principles and strategies that can lead to financial independence. In Tracy's words, if you put the right moneymaking causes in place, the wealth effect will fol
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  • Image of Finding the Next Starbucks

    Finding the Next Starbucks

    by Michael Moe
    Item #: KFBS0203
    Subtitled "How to Identify and Invest in the Hot Stocks of Tomorrow," this book tells what characteristics to look for in small companies to determine if they might become big companies. The author, CEO of ThinkEquity Partners LLC, describes key investment areas investors should look at today to find tomorrow's winners. He includes his formula for identifying and evaluating companies and how to use the Four Ps — great people, leading product, huge potential and predictability 
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  • Image of The Little Book of Common Sense Investing

    The Little Book of Common Sense Investing

    by John Bogle
    Item #: KFBS0215
    A classic index fund that holds all of the publicly held businesses is the only investment that guarantees a fair share of stock market returns. Vanguard founder John Bogle shares his passion for index funds and low-cost investing in this practical investment strategy guide that teaches through insight and advice that successful investing is all about common sense.
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  • Image of The Little Book that Beats the Market

    The Little Book that Beats the Market

    by Joel Greenblatt
    Item #: KFBS0107
    In The Little Book That Beats the Market, Greenblatt shows how successful investing can be made easy for investors of any age. Through entertaining anecdotes and practical pearls of wisdom, the book explores the basic principles of successful stock market investing and then reveals a "magic formula" that makes buying good companies at bargain prices automatic.
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  • Image of Intelligent M&A

    Intelligent M&A

    by Scott Moeller, Chris Brady
    Item #: 3008
    Mergers and acquisitions have played a dominant role in shaping and reshaping the global corporate landscape in the last century. If the sheer numbers of deals aren’t grabbing headlines, the size and scope of the deals that are made cannot help but command the attention of investors world over. In Intelligent M&A, Moeller and Brady set forth a solid strategy for thriving in the high-stakes, high-stress environment for corporate mergers and acquisitions.
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  • Image of The Coming China Wars

    The Coming China Wars

    by Peter Navarro
    Item #: KFBS0205
    Navarro calls China and the rest of the world to action to avoid the coming China wars. Based on his belief that China’s rapid industrialization puts it on a collision course with the rest of the world, the book examines the potential for conflicts over strategic resources such as oil, copper, steel, even food and water. Claiming that China is also promoting global environmental disaster, Navarro — a business professor and Harvard Ph.D. — offers the information and insight he believe
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  • Image of The Number

    The Number

    by Lee Eisenberg
    Item #: FBR0207
    A Soundview Featured Book Review
    Millions of people in the United States are going to fall short of their retirement needs ... and not just in terms of money. It's not a topic many of these people are interested in discussing, as it may cause various levels of distress, even anxiety. However, the aversion to addressing retirement planning now sets up certain - and greater - worries later in life.
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  • Image of Wealth


    by Stuart E. Lucas
    Item #: KFBS0125
    After 25 years as a professional wealth manager, Lucas shares his financial secrets. He is Chairman of Wealth Strategist Network LLC, and, as heir to the Carnation fortune, he is also involved in the management of his own family’s wealth. Lucas uses the principles of his great-grandfather, E.A. Stuart, as a framework for Wealth. This is a values-based, practical guide to wealth management.
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  • Image of Managing Customers as Investments

    Managing Customers as Investments

    by Donald Lehmann, Sunil Gupta
    Item #: 2801
    In Managing Customers as Investments, business professors Sunil Gupta and Donald R. Lehmann offer a set of tools that shows you the correlation between your customer assets and the value of your firm. They explain the triggers that drive this value, and how to better manage your customers and, as a result, your shareholders’ wealth. They unlock the metrics, show you where you are and where you’re going, and provide you with the tools and tips to make your customer-related efforts more e
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