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

Cover of How to Value, Buy, or Sell a Financial Advisory Practice: A Manual on Mergers, Acquisitions, and Transition Planning
  • Verified: Mon, May 20, 2019
  • Published: 01.01.2019
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Introduction

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...

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

Original Title
How to Value, Buy, or Sell a Financial Advisory Practice: A Manual on Mergers, Acquisitions, and Transition Planning
ISBN13
9781576601747
Edition Format
Hardcover
Number of Pages
331 pages
Book Language
English
Ebook Format
PDF, EPUB

Some brief overview of this book

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 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 advisory firms, Mark C. Tibergien and Owen Dahl offer guidance that's essential and solutions that work.

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