How to Value, Buy, or Sell a Financial Advisory Practice

A Manual on Mergers, Acquisitions, and Transition Planning

Business & Finance, Finance & Investing, Investments & Securities
Cover of the book How to Value, Buy, or Sell a Financial Advisory Practice by Mark C. Tibergien, Owen Dahl, Wiley
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Author: Mark C. Tibergien, Owen Dahl ISBN: 9780470884980
Publisher: Wiley Publication: May 13, 2010
Imprint: Bloomberg Press Language: English
Author: Mark C. Tibergien, Owen Dahl
ISBN: 9780470884980
Publisher: Wiley
Publication: May 13, 2010
Imprint: Bloomberg Press
Language: English

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.

View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart

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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