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

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

Financial planning is a young industry. The International Association of Financial Planningâ€•one of the predecessors to the Financial Planning Associationâ€•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 issueâ€•the value of the firm.

Unfortunately, many advisers--whether veteran or noviceâ€•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 assetsâ€•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.
Country USA
Brand Bloomberg Press
Manufacturer Bloomberg Press
Binding Hardcover
UnitCount 1
EANs 9781576601747
ReleaseDate 0000-00-00

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