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Inc. April 1, 2002 Jill Andresky Fraser	Business for Sale Roundup: Nothing's Moving Buyers are looking for companies. Sellers are ready to exit. So how come nothing's moving? Times are tough for business owners who are ready to sell their companies...
Investment Advisor August 2006 Mark Tibergien	Formulas for Success: Get Help If you're buying or selling a financial advisory practice, call the pros. Experienced dealmakers know that the vast majority of the value in a transaction resides in the terms, not in the price.
Inc. September 1, 2000 Jill Andresky Fraser	The Flip Side of the Boom Buyers have an unusually high number of solid companies to choose from. Your best bet is to get your business in tip-top shape before taking it to market...
Investment Advisor March 2008 Natan & Rudolph	Three Moves Ahead When your client is ready to sell his business, will you be prepared for this liquidity event, pre-and post-sale?
Inc. November 1, 2000 Jill Andresky Fraser	Giving Credit to Debt You may think of debt as a drag on your business. But that's not necessarily how the experts see it...
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Inc. April 1, 2003 Suzanne McGee	The Match Game Need a million dollars or more? Thousands of new investment bankers can lend a hand. Just watch costs, and read the fine print.
Investment Advisor October 2005 Grau & Grable	The Wisdom of the Crowd Yes, buyers are paying more for financial advisory practices. But we can learn much from these wise buyers.
Financial Planning May 1, 2005 David Grau	Deal Breakers What are the problems that derail purchases of financial advisory practices, and how can you avoid them.
Commercial Investment Real Estate Jan/Feb 2005 Michael Mockus	Following Leads While technology never will replace the need for a personal touch in commercial real estate, online tools such as property Web sites that contain lead tracking systems can provide valuable benefits.
Investment Advisor October 2006 Mark Tibergien	The ABCs of IOUs When selling to an insider, financial advisory practice owners have more options than they realize.
Financial Planning September 1, 2005 David A. Twibell	For Sale Signs Savvy financial advisers can benefit from the coming avalanche of baby boomers ready to sell their financial businesses and retire.
Entrepreneur October 2004 David Worrell	Go for the Gold Maybe you've planned it since day one, or maybe you've taken years to decide. But if the time has come to sell your business, find out what you can do to make sure you come out on top.
The Motley Fool August 5, 2005	A Buyer Broker Can Help You Not all real estate brokers have your best interest at heart -- be choosy.
Commercial Investment Real Estate Nov/Dec 2013 Aaron Aftergut	Partial-Interest Plan Can you close real estate's most difficult sale? If you ever happen across a partial-interest property, here's how to work with the seller and find a buyer.
Inc. November 1, 2000 Jill Andresky Fraser	Business for Sale: Mid-Atlantic Title-Insurance Brokerage Looking for an entrepreneurial umbrella that could shelter you from the storms of the large corporate workplace? Then check out this four-year-old title-insurance-and-settlement service...
AskMen.com Michael Estrin	11 Tips For Buying A Home With so much riding on your home, you'll want to save money wherever you can, because where you save money, you make money. Here are some tips on how to buy a house for less.
Inc. November 2006 Amy Feldman	Fast, Cheap, and Ready For Move-In Finally, the Web is transforming the commercial real estate market. Those who hate paying high commissions may soon rejoice.
National Real Estate Investor December 1, 2006 Ben Johnson	Enter the Virtual War Room In the rush to close more deals expeditiously, technology is finally playing an important role in streamlining the commercial real estate sales process nearly a decade after the invention of now everyday tech tools.
Inc. September 1999 Fraser, Jill Andresky	Money Talk Holly Hitzemann, president and owner of Great American Stock, suggests that the key to building a good relationship with your banker is knowing how and when to communicate the good news and the bad.
AskMen.com September 2, 2002 Ian Speigel	Basics Of A Home Mortgage For some people, taking out a mortgage is a nauseating and terrifying proposition. It's not difficult to understand why. After all, you're basically laying your financial bits and pieces on the table and asking to be judged. But it doesn't have to be so bad.
U.S. Banker November 2001 Mark Fogarty	Unexpected Lovefest Some expected a turf war to erupt between mortgage bankers and Realtors as a result of the real estate industry's new ability to provide home finance. But the two groups are now lovey-dovey...
Commercial Investment Real Estate May/Jun 2005 Carolyn Bilsky	The Spin Cycle New marketing twists take the starch out of business-building challenges for commercial real estate professionals.
The Motley Fool November 23, 2004	The Scoop on Buyer Brokers When buying a home, hire someone who works for you.
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Entrepreneur October 2004 Crystal Detamore-Rodman	An Acquired Taste Before you buy that business you're craving, consider seller financing to sweeten the deal. It not only gives you additional comfort, but also some protections and advantages that you otherwise might not have.
Financial Planning April 1, 2005 David Grau	Make Them Say Yes Once they have found the right practice to buy, financial advisers should follow these steps to make sure they get noticed in a seller's market.
Commercial Investment Real Estate Mar/Apr 2008 Christopher G. Hurn	SBA Solutions In the hyper-competitive commercial real estate marketplace, successful brokers and agents can utilize a relatively little-known financing source to help clients secure the ideal property for their needs, the Small Business Administration 504 loan program.
Inc. October 2004 Darren Dahl	How To Talk to an Investment Bank Here's how to approach an investment bank in a way that protects your interests and avoids the counterproductive paranoia.
Financial Planning July 1, 2005 David Grau	The Right Exit Option Should you sell your financial planning practice to an internal or an external buyer? Each strategy has its advantages.
Financial Planning January 1, 2007 David Grau	The Impact of Taxes When it comes to taxes, financial services practice succession isn't always well planned. What you don't know can hurt you, at the worst possible time.
Inc. October 1999 Fraser, Jill Andresky	Business for Sale: Business-to-Business Web Site Dying to get in on the Web frenzy? Consider this already-profitable business-to-business Web site. Profile includes price, how the business was valued, outlook of prospects, and pros and cons.
The Motley Fool August 12, 2004	Understanding Mortgage Brokers For many people, the best way to get a mortgage is through a broker.
Inc. April 1, 2002 Norm Brodsky	Building to Sell You have to plan if you want the option of selling your business. There's a lengthy process you have to go through to get a company ready for sale...
Registered Rep. August 2, 2010 Anthony Riotto	Filling The Talent Gap With Private Bankers When the market picks up there will be a tremendous demand for client service talent with the sales and relationship management skills found with private banker, brokerage firms and RIAs.
Financial Planning September 1, 2005 John J. Bowen	Cashing In When it finally comes time to sell your financial planning firm, don't make these mistakes: Not Thinking Like an Entrepreneur... Not Adequately Preparing... Not Using a Systematic Process... etc.
Commercial Investment Real Estate Sep/Oct 2007 David A. Adkins	Best Buys Structured sales can provide profitable advantages for both purchasers and sellers of investment properties.
Financial Planning February 1, 2005 David Grau	Research Assignment When buying or selling a financial advisory firm, due diligence may be the most important thing you do before signing on the dotted line.
National Real Estate Investor July 1, 2004 Gallagher, Kelpe & Kerckhoff	Lone Cowboys Fade Away There's a subtle shift occurring in the real estate brokerage industry. While a majority of brokers are still going it alone, many brokers are forming teams to meet the growing needs of their clients.
The Motley Fool December 1, 2004 Selena Maranjian	Tips for Selling Your Home Here are some things to know or consider when selling your home.
Investment Advisor January 2007 Kathleen M. McBride	When Selling Your Practice . . . Advisors are smart about many financial matters, but when it comes to selling their own firm, many are surprised about how much more there is to know.
Commercial Investment Real Estate Mar/Apr 2007 Michael Mockus	Invest in Automation Implementing a technology-enhanced system can add to your commercial real estate development success.
BusinessWeek September 12, 2005 David Henry	Speed Bumps For Dealmakers Proposed rule changes may force corporate buyers to bare more detail -- and take more lumps that could hurt their results and make earnings more volatile. Dealmaking may be less fun in the future. But investors should get a much clearer view of what it's costing them.
Commercial Investment Real Estate Sep/Oct 2011 Daniel Duggan	The Art of the Deal What does it take to close a transaction in today's market?
The Motley Fool May 28, 2004 Roy Lewis	Shorting Stocks: Tax Aspects When taxes complicate a simple short sale, you'll need a few clear guidelines.
Investment Advisor June 2007 Mark Tibergien	Real Deals There's more activity than actual movement on the M&A front for financial advisory firms.
Managed Care May 2000 John Carroll	Like Stock Brokers, Are Health Care's Middlemen Losing Influence? Those who make deals between buyers and insurers are used to perks and tidy commissions. The Internet and defined contributions may threaten that.
The Motley Fool February 21, 2007 Mary Dalrymple	Study Before Selling Your Life Insurance If you shun full-service brokers and their high commissions and fees, don't fall for a life settlement that's more in your advisor's interest than your own.
The Motley Fool October 23, 2007 Mary Dalrymple	Protect Yourself Amid the Mortgage Mess Even without the additional worries surrounding the mortgage industry, home buying can be a complicated business that requires a fair amount of legal expertise. Using a buyer's agent can give you some protection.
Registered Rep. January 1, 2003 Amy Leavitt	Don't Sell, Help In clients' minds, your fees are a leading indicator of the value they will realize from your services. Communicate clearly the value of your services to potential clients to make certain they understand the value they will realize for their fee. One tool to do this with is pricing.