How to Value, Buy, or Sell a Financial Advisory Practice

How to Value, Buy, or Sell a Financial Advisory Practice

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Financial planning is a young industry. The International Association of Financial Planninga€”one of the predecessors to the Financial Planning Associationa€”was formed less than forty years ago. But as the profession's first tier of advisers reaches maturity, the decisions that may be part of transition planning for their firms loom large. A sale? A partner buyout? A merger? No matter what the choice, its viability hinges on one critical issuea€”the value of the firm. Unfortunately, many advisers--whether veteran or novicea€”simply don't know the worth of their practice or how to influence it. That's why How to Value, Buy, or Sell a Financial-Advisory Practice is such an important book. It takes advisers carefully through the logic and the legwork of coming to a true assessment of one of their most important personal assetsa€”their business. Renowned for their years of experience helping advisers tackle the daunting challenges related to the valuation, sale, and purchase of advisory firms, Mark C. Tibergien and Owen Dahl offer guidance that's essential and solutions that work.A Manual on Mergers, Acquisitions, and Transition Planning Mark C. Tibergien, Owen Dahl ... 85, 2 C 202 2004 FPA Financial Performat, Study of Financial Adviso Practices, 14, 23, 60, 82, 246-247 Undiscovered Managers, 254 United Asset Management, ... 188-189 of a stock sale, 142, 143 TD Ameritrade, 227 TD Waterhouse, 227 Terra Financial, 246 Tibergien, Mark, 26 Tiburon Strategic Advisors, 15.

Title:How to Value, Buy, or Sell a Financial Advisory Practice
Author:Mark C. Tibergien, Owen Dahl
Publisher:John Wiley and Sons - 2010-05-13


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