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

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

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
Binding	Kindle Edition
Edition	1
EISBN	9780470883723
Format	Kindle eBook
Label	Bloomberg Press
Manufacturer	Bloomberg Press
NumberOfPages	331
PublicationDate	2010-05-13
Publisher	Bloomberg Press
ReleaseDate	2010-05-13
Studio	Bloomberg Press

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