| Similar Articles |
|---|
 |
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 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. |
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. |
Commercial Investment Real Estate
Nov/Dec 2009
Lynn & Greene |
How Do Auction Sales Work? Here are some of the points that define the auction process and make auctions a popular alternative in today's uncertain market. |
InternetNews
April 15, 2009
Michelle Megna |
eBay to Referee Customer Disputes eBay's new dispute resolution process may anger sellers over refund reimbursement clause. |
Commercial Investment Real Estate
Nov/Dec 2009
Lynn & Greene |
The Auction Advantage Accelerated marketing gains traction in today's troubled market. |
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... |
Commercial Investment Real Estate
Nov/Dec 2005
Natsis & McFadden |
Fast-Moving Deals To avoid being caught off guard when bidding for properties, commercial real estate professionals and their clients should understand the motives behind the movement to shorter periods of investigation. |
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. |
Financial Planning
June 1, 2005
David Grau |
An Overlooked Legacy As much as buying or selling a financial advisory practice is about change, continuity is critical. That means keeping systems, processes, and clients in place. |
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. |
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... |
Commercial Investment Real Estate
Jan/Feb 2009
Jennifer Norbut |
Written Results A short interview with George C. Larsen, principal of Larsen Baker in Tucson, AZ, about how he is utilizing creative strategies to get deals done. |
The Motley Fool
March 26, 2007
Mary Dalrymple |
Buyer and Seller Beware Online auction fraud outranks all other Internet complaints. In general, most people who trade on online auction sites are trustworthy, but be on the lookout for the exceptions by heeding these cautions from the FBI and the FTC. |
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. |
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. |
CFO
April 1, 2003
Edward Teach |
Art of the Auction Soliciting bids is an effective way to sell a business -- but review your strategy first. |
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. |
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
Mar/Apr 2004
Ronald L. Raitz |
Tax Watch During most real estate sales, prospective buyers offer sellers earnest money as a down payment toward the final transaction. During 1031 exchanges many sellers want to know if they can hold the earnest money. The answer is absolutely. |
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? |
HBS Working Knowledge
March 7, 2007
Sarah Jane Gilbert |
How Do You Value a "Free" Customer? In multi-sided markets, some customers contribute to a company's bottom line directly while others contribute indirect benefits, which are more difficult to calculate. |
Commercial Investment Real Estate
Mar/Apr 2009
Andrew Maguire |
Distressed Property Acquisitions Opportunities to acquire distressed properties, especially in the multifamily sector, abound. Here are five tips for prospective buyers. |
Investment Advisor
June 2007
Mark Tibergien |
Real Deals There's more activity than actual movement on the M&A front for financial advisory firms. |
Financial Advisor
August 2007
Gail Liberman |
Saying Good-Bye To Your Property Should you consider recommending a real estate auction for your financial advisory client who is having trouble selling a home? And what other options are available if a client's property isn't moving? |
Commercial Investment Real Estate
May/Jun 2008
Jennifer D. Sherrill |
Making the Corporate Cut There are special considerations that real estate professionals need to know to secure corporate business and making sure that corporate clients' unique real estate needs are understood, appreciated, and addressed. |
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. |
Inc.
October 2004
Darren Dahl |
How To Conduct Due Diligence You have 60 to 90 days to make sure that no hidden time bombs are ticking away in the business you are about to acquire. Here's what to keep in mind when conducting due diligence. |
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. |
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. |
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. |
The Motley Fool
February 16, 2007
Dan Caplinger |
Have an Agent in Your Corner Buying a house is stressful enough without having to worry about whether you can trust the real estate agent you're working with. By using a dedicated buyers' agent, you can make sure your agent is working for you. |
PC World
September 2005
Anne Kandra |
Consumer Watch: Use Auctions to Save Money on Tech Gear EBay can be a great place to find a bargain, or a buyer, for gadgets. Here's how to play. |
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. |
CFO
July 1, 2006
Kate O'Sullivan |
Rising Stakes How the strength of private equity is changing M&A for corporate buyers. |
Commercial Investment Real Estate
Jul/Aug 2010
Cunill-Fals & JShindell |
Buying Into Distress This article discusses the typical loan purchase process and some of the advantages and disadvantages of buying nonperforming commercial real estate loans. |
PC World
June 1, 2000
Gregg Keizer |
Hammer Time! Excess inventory, limited local markets, modest advertising budgets... Small businesses face a tough challenge in any market--and in today's go-go economy, the competition is even rougher. Luckily, help awaits just around the corner, in the form of online auctions. Sure, hobbyists and junk addicts love them, but online auctions can also open doors for businesses of many sizes. |
Commercial Investment Real Estate
Jan/Feb 2007
Good & Lynn |
The eBay Effect Technology helps increase the audience for commercial real estate auctions. |
The Motley Fool
March 10, 2006 |
Your New Home: What to Offer for It How should you go about deciding what price to offer for a home? A little research can save you thousands of dollars. |
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. |
U.S. Banker
December 2001
Davis & Rosenbloom |
Now Could Be the Time to Sell The right moves taken today can help banks get the best deal for themselves, their equity holders and their employees... |
Investment Advisor
May 2008
Mark Tibergien |
Time of Reckoning In volatile times, the reality of practice valuations is exposed. |
Commercial Investment Real Estate
Nov/Dec 2006
McCready et al. |
A PAT Answer Upon the sale of highly appreciated commercial real estate assets, investors must decide whether to pay the capital gains taxes that are due or use a method to defer the taxes. Private annuity trusts offer one approach to tax deferral. |
PHONE+
Weldon Long |
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. |
InternetNews
January 29, 2008
Kenneth Corbin |
A Buyers' Market at eBay eBay's new CEO outlines spate of changes to improve buying experience and quality of sellers at online marketplace. |
AskMen.com
Donna Fuscaldo |
Negotiation For Home Buying After years of bidding wars and fast-going properties, house hunters are finally enjoying a buyers' market. But that doesn't mean finding and negotiation for home buying is any easier. |
Inc.
July 2009 |
Alibaba.com Launches an Escrow Service in China Alibaba.com, the Chinese website that connects buyers and sellers of bulk goods, has just launched an escrow service. |
Commercial Investment Real Estate
May/Jun 2011
Michael P. Hedden |
Bid vs. Ask Motivated investors are closing the pricing gap on institutional assets. |
The Motley Fool
July 10, 2007
Dan Caplinger |
4 Ways to Save on Your Next Home Turn the housing slump to your advantage. Here are some tips for negotiating the best possible deal. |
