Buying, Selling, and Valuing Financial Practices: The FP Transitions M&A Guide (Wiley Finance)
| Author | : | |
| Rating | : | 4.43 (602 Votes) |
| Asin | : | B01KW8MKPW |
| Format Type | : | |
| Number of Pages | : | 502 Pages |
| Publish Date | : | 2013-05-01 |
| Language | : | English |
DESCRIPTION:
Before you play the game, learn the rules. For most of us, selling a financial practice is a one time event and the Capstone to a career It is an extremely complex process with many pitfalls for the unwary. From evaluation to structure to transition and very much more, this book is the first part of the "due diligence" you owe yourself. Without having a comprehensive understanding of a. Thank heaven for this book! Sometimes books are perfectly targeted for exactly the stage you are in your life or business. If you are even contemplating buying or selling an advisory practice, this book is just a Godsend.The state of our financial advisory industry is such that if you really want to become informed on the topic of how to buy or sell a practice/business, . A Must Read for Buyers AND Sellers of Financial Service Practices of ALL Shapes and Sizes M Hansen I thoroughly enjoyed this refreshing, client centric approach to Buying, Sellling and Valuing Financial Practices. David and FP Transitions have provided a clear, concise and relevant description of the process from both the buyers and sellers perspective in todays market. More importantly they have clearly laid out the case for increasing the
was named one of the most influential people in the profession in an industry survey by Financial Planning magazine and is a nationally recognized expert on succession planning and business- perpetuation strategies in the financial services industry. Grau Sr. . previously authored the bestselling S
It is also written to help those on the other end of the deal, so that buyers may understand how to successfully complete an acquisition on the best possible terms, with minimum risk, while writing off the entire purchase price over time. As a buyer, you're competing with numerous candidates, many with experience and greater resources. From the Inside FlapThe purpose of this book is to help advisors understand how to sell what they've built to someone else for maximum value and at optimum tax rates. . As a seller, you
The Authoritative M&A Guide for Financial AdvisorsBuying, Selling, & Valuing Financial Practices shows you how to complete a sale or acquisition of a financial advisory practice and have both the buyer and seller walk away with the best possible terms. From the first pages of this unique book, buyers and sellers and merger partners will find detailed information that separately addresses each of their needs, issues and concerns.From bestselling author and industry influencer David Grau Sr. Complete with valuable tools, worksheets, and checklists on a companion website, no other resource enables you to:Master the concepts of value and valuation and take this issue “off the table” early in the negotiation processUtilize advanced deal structuring techniques including seller and bank financing strateg