How to Value, Buy, or Sell a Financial Advisory Practice: A Manual on Mergers, Acquisitions, and Transition Planning

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Binding: Hardcover Dewey Decimal Number: 338.830243326 EAN: 9781576601747 ISBN: 1576601749 Label: Bloomberg Press Manufacturer: Bloomberg Press Number Of Items: 1 Number Of Pages: 331 Publication Date: 2006-07-06 Publisher: Bloomberg Press Studio: Bloomberg Press
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Editorial Reviews: Financial planning is a young industry. The International Association of Financial Planning - one of the predecessors to the Financial Planning Association - 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 issue - the value of the firm. Unfortunately, many advisers - whether veteran or novice - 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 assets?their business. Renowned for their years of experience helping advisers tackle the daunting challenges related to the valuation, sale, and purchase of adviso
Spotlight customer reviews: Customer Rating: Summary: Very helpful book Comment: This is an excellent book. As with all these types of books you read them and take from them what will work for you. Would recommend as a good read and good pointers. Customer Rating: Summary: A must by for financial advisors Comment: Comprehensive and clear. If you own a finacial advisory practice, this is must read. Customer Rating: Summary: Hits the nail on the head! Comment: A clear and concise volume. I used it to successfully substantiate my expert witness testimony. More Reviews