Buying, Selling, and Valuing Financial Practices, + Website: The FP Transitions M&A Guide (Wiley Finance)
| Author | : | |
| Rating | : | 4.84 (783 Votes) |
| Asin | : | 1119207371 |
| Format Type | : | paperback |
| Number of Pages | : | 320 Pages |
| Publish Date | : | 2017-05-08 |
| Language | : | English |
DESCRIPTION:
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. JD, this masterful guide takes you from the important basics of valuation to the finer points of deal structuring, due diligence, and legal matters, with a depth of coverage and strategic guidance that puts you in another league when you enter the M&A space. 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 strategiesUnderstand how to acquire a book, practice or business based on how it was built, and what it is capable of delivering in the years to comeNavigate the complexities of this highly-regulated profession to achieve consistently great results whether buying, selling, or mergingBuying, Selling, & Valuing Financial Practices will e
To succeed, you need to know more than the other side, and you need an experienced guide. Written for sellers and buyers alike, this explicit and detailed road map from a pioneer in the financial advisory profession takes you through the entire process and fully prepares you to maximize your opportunities and avoid costly mistakes. Buying, Selling & Valuing Financial Practices is the complete guidebook for executing your transaction. As a seller, you only have one chance to sell a practice you have spent a l
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. previously authored the bestselling Succession Planning for Financial Advisors: Building an Enduring Business, also pub
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 all phases of the process y. Colin Drake said 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, you really have two choice. 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 quality and transparency