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Registered Rep. April 1, 2005 Anne Field	Buyer's Recourse For advisors looking to expand a practice quickly, purchasing a book of clients was once the most expedient solution. One advisor learned the hard way that it isn't necessarily so anymore.
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.
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 Advisor March 2004 Tracey Longo	Pace of Advisor M&A Accelerates Make no mistake---when it comes to mergers and acquisitions among advisory firms, it's still a seller's market. But that doesn't mean buyers aren't striking deals that fit their strategic needs superbly, too.
Investment Advisor October 2006 Bob Clark	Swimming With The Sharks Read the fine print before selling your financial advisory firm to a strategic buyer.
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.
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.
Financial Advisor August 2004 David J. Drucker	The New Way to Growth: Buying Another Practice Catching the seller's eye: The key to getting the seller's attention and convincing him to choose you to buy his practice isn't slick marketing that covers up inexperience or lack of capacity.
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.
Registered Rep. April 9, 2003 David A. Gaffen	Pretty Practice Prices If there's any evidence that financial advisors with smaller practices are leaving the business, FP Transitions has found it. According to the firm, the concentration of small practices (less than $300,000 in revenues) for sale has increased to 68 percent in 2002 from 42 percent in 2001.
Registered Rep. November 1, 2005 Kristen French	A Shopping Allowance: The Newest Recruiting Tool In the competition for top financial advisors, broker/dealers are offering forgivable loans to advisors who want to purchase other financial advisory practices.
Financial Advisor March 2005 David J. Drucker	When The Sum Of The Parts Is Greater Than the Whole Selling your financial advisory practice in pieces may benefit you---and your clients.
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.
Registered Rep. July 1, 2013 Phillip Flakes	Selling Point Many advisors are coming up on their golden years, but as hard as it is to make the decision to move on, it's even harder to actually sell. Here's a game plan.
Registered Rep. March 1, 2003 Ross Tucker	Fees? Sigh, Ho Hum Relatively few brokers are increasing their commitment to fee-based advisory practices, even in this everything-to-gain-from-change economic environment.
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.
Registered Rep. February 12, 2003 Ross Tucker	Slow Growth in Fee-Based Business Relatively few brokers are increasing their commitment to fee-based advisory practices, a new report indicates.
Financial Advisor September 2004 Tracey Longo	7 Sins Of Bad Business Planning Correcting these bad business practices might make your financial firm seem like heaven.
Financial Advisor July 2005 Simonoff & Longo	Merger Mania The price of financial advisory firms is about to go up -- big time. At virtually every level, size and scale of the business, an owner can find many prospective buyers for their firm, practice or book of business.
Financial Planning April 1, 2005 Donald Jay Korn	2010: Get Big or Fade Away Forget how you're running your financial advisory practice now. Change is coming.
Financial Planning June 1, 2006 David Grau	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?
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.
Investment Advisor May 2008 Mark Tibergien	Time of Reckoning In volatile times, the reality of practice valuations is exposed.
Investment Advisor June 2007 Mark Tibergien	Real Deals There's more activity than actual movement on the M&A front for financial advisory firms.
Registered Rep. September 21, 2012 Jerry Gleeson	Desperately Seeking Financing For most advisors looking to grow through acquisition, the thorniest issue is finding the cash to do so.
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.
Investment Advisor December 2009 Mark Tibergien	Formulas for Success: Prudent Man Rule for Practice Purchases Capital constraints, economic uncertainty, and increased levels of caution characterize the current marketplace in advisory firm M&A.
Registered Rep. July 24, 2014 David Grau Sr.	Charting Your Succession Course The author delineates the usual alternatives for selling an advisor practice.
Financial Advisor November 2011 Joni Youngwirth	Outside The Box The pros and cons of choosing an external successor.
The Motley Fool June 12, 2008 Dayana Yochim	Are You Paying Your Pro the Wrong Way? How you pay for financial advice may matter more than how much you pay.
Financial Planning May 1, 2005 Ed McCarthy	Making the Switch As advisers shift from a commission-based model to a fee-based one, how are their practices handling the change?
Investment Advisor July 2008 James J. Green	Catching up with... Mark Tibergien The CEO of Pershing Advisor Solutions discusses why it's a good time to be a seller of an RIA firm, according to the latest research on mergers and acquisitions activity in the advisory market.
Financial Planning October 1, 2008 Stacy Schultz	The Real Deal More than half of all registered independent advisory (RIA) firms bought or considered buying another advisory firm at least once in the past two years.
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.
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 Advisor May 2005 Raymond Fazzi	Betwixt And Between Hybrid advisors work in both the fee-based and commission worlds.
Registered Rep. March 30, 2011 Matt Matrisian	Bridging the Succession-Planning Gap Too many advisors need help planning their financial futures. Today, only about 18 percent of independent advisors have a well-defined business succession plan that is ready to implement.
Financial Advisor May 2006 Sydney LeBlanc	Selling An SMA Practice As an independent financial adviser who has built a powerhouse separately managed account business, can you put a price on the value of your advice, your standards and your relationships?
Investment Advisor October 2007 Joni Youngwirth	It's Not All Gold No doubt, buying a practice is a good way to grow if you find a firm that is right for you. But unless you do, don't be sucked into the buying frenzy.
Financial Advisor April 2010 Joni Youngwirth	Be Prepared What to consider when thinking of selling your practice.
Registered Rep. February 1, 2003 David A. Gaffen	The Business Handoff An estimated 30 percent of financial professionals are expected to retire in the next five years. That mini-exodus should brings the issue of succession planning to the fore.
Financial Planning March 1, 2012 Donald Jay Korn	Settling Down A financial planner may find it difficult today to help a client sell a life insurance policy at an appealing price. Nevertheless, some policies are being sold, so planners might want to consider exploring the possibility with clients who are likely candidates.
Financial Advisor December 2009 David J. Drucker	Solo Replacement Finally a (nearly) foolproof succession game plan for 85% of the profession.
Financial Planning July 1, 2006 David J. Drucker	Fee-Based Confusion Cambridge, Commonwealth and Securities America aren't your father's broker-dealers. Although they count reps of all compensation stripes within their ranks, they're clearly leading the new generation to a more professional business model.
Investment Advisor June 2006 Tibergien & Littlechild	Consider the Clients If you are one of the many who is thinking about buying, or merging, your book of business or a substantive advisory firm, no doubt you have thought about risk. Hint: it's the firm's clients who determine its true value. So talk to them.
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...
Financial Planning January 5, 2008 Mark Penske	Land of Uncertainty Although it can seem like an impossible task to find the right successor for your financial advisory business, stories and experiences from those who have crossed this line confirm that there is life after the big decision, both short and long term.
Financial Planning October 1, 2010 Elizabeth Wine	To Market, to Market Observers and participants say the M&A market is just starting to recover from the economic disaster of the last two years, but there's a big price disconnect.
Financial Advisor May 2004	Dow Jones Launches Wealth Manager Product Dow Jones Wealth Manager enables advisors to build deeper relationships with clients and prospects through communication and assists firms in increasing total assets under management, the company says.
Registered Rep. March 12, 2004 John Churchill	Huge Growth in Fee-Based Brokerage Fee-based brokerage showed faster growth than any other segment of managed accounts over the last four years, according to a new report from Cerulli Associates.