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

Mark C. Tibergien, Owen Dahl




[PDF.xt31] How to Value, Buy, or Sell a Financial Advisory Practice: A Manual on Mergers, Acquisitions, and Transition Planning (Bloomberg Financial)

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 | #876307 in eBooks |  2010-05-13 |  2010-05-13 | File type: PDF

||1 of 1 people found the following review helpful.| It is time to retire!|By Richard Akins|No one ever thinks that father time will catch up. But planning a retirement iis important. A financial advisors throughout his or her career makes plans for the client's premature death, disability and retirement. There comes a time when the advisor should plan for hisor her own early death, disability or retirement and the impact on h| |"Anyone looking to value, buy or sell a practice will find it an invaluable resource."|- Financial Planning||"A thoroughly comprehensive book. Whether you’re in the market to sell your firm or acquire someone else’s, you will find it

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...

You easily download any file type for your device.How to Value, Buy, or Sell a Financial Advisory Practice: A Manual on Mergers, Acquisitions, and Transition Planning (Bloomberg Financial)   |  Mark C. Tibergien, Owen Dahl. I really enjoyed this book and have already told so many people about it!

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