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Adding New Owners Internal transition is the desired growth plan and succession plan for the vast majority of advisors and good planning, strategic thinking and thoughtful implementation will allow many to enact a transaction that ensures the desired outcomes for their staff, their clients and themselves. |
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Best Buys Structured sales can provide profitable advantages for both purchasers and sellers of investment properties. |
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Taking Your Value to the Bank You found the perfect buyer for your financial services practice, got your price and you're retiring. How do you make sure the buyer pays as promised? |
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Stream Power Convert future revenue into present value with alternative approaches to access capital. |
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Hot, Hot, Hot Private equity is the talk of the town, but there is nothing particularly easy about getting into top-tier funds. |
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Swimming With The Sharks Read the fine print before selling your financial advisory firm to a strategic buyer. |
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Effective Questioning Combats Centuries-Old Selling Problem The author explains how effective questioning can direct the sales process to a successful conclusion for both the buyer and the seller. |
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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. |
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In International Private Equity Deals, Finding the Right Managers Is Key To profit from economic growth abroad, private-equity investors need strong people on the ground to source potential deals and nurture new companies. |
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Real Estate In 2009 By and large, home prices have come down nationwide over the past 18 months or so. That's bad news for anybody who bought a home, built some equity in it and planned on using that equity for personal expenses or retirement. |
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Paper Or Ether? While manufacturers have embraced e-procurement, they have resisted using Internet technology to make payments to supply-chain partners. But that could change as more companies cut costs via "e-payments." |
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Internal Affairs For the small financial planning practitioner, selling to an employee is a daunting challenge that most owners never understand -- until it's too late. |
