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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
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. |
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? |
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. |
Inc.
April 2005
Norm Brodsky |
What's Your Business Really Worth? Some people are saying that 2005 will be a big year for acquisitions, and many business owners will be looking for opportunities to cash out. Unfortunately, most of them have grossly inflated notions of what their companies are worth. |
Financial Planning
September 1, 2006
David Grau |
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. |
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 Advisor
May 2008
Rebecca Pomering |
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. |
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. |
Inc.
February 2007
Norm Brodsky |
Street Smarts: The Offer, Part Four What would you think about having a team of outside accountants, lawyers, and operations people descend on your business to go through your records, question your employees, dissect everything you do, and judge how good your company really is and how truthful you really are? |
Inc.
September 2006
Elaine Appleton Grant |
Hush Money For sale: a manufacturer of sound isolation booths and acoustics products in southern Oregon. |
Financial Advisor
December 2009
David J. Drucker |
Solo Replacement Finally a (nearly) foolproof succession game plan for 85% of the profession. |
Financial Planning
August 1, 2010
Bob Veres |
The Equity Problem A new report offers two kinds of advice: how to build enterprise value in your firm, and how to evaluate deal structures when you eventually decide to transfer ownership. |
Financial Planning
July 28, 2005
David Goad |
What Are You Worth? Few subjects are as confusing as assessing the monetary value of a financial practice. Before you look at multiples, figure out where all your financial firm's value lies. |
Registered Rep.
February 25, 2013
Furey & Cooper |
What Is Your Advisory Practice Really Worth? The perils of the valuation gap. |
Inc.
October 2004
Bobbie Gossage |
Cranking Up the Earnings Forget revenue growth. For VCs these days, it's the "earnings before interest, taxes, depreciation, and amortization," that counts. |
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. |
Investment Advisor
January 1, 2011
Mark Tibergien |
The Day You Call It A Day The majority of advisors who wish to retire in three years are no more prepared for their exit from the business than those who plan to retire in 10 years. |
AskMen.com
July 14, 2003
Ash Karbasfrooshan |
Lingo You Need To Know When it comes to how you should speak, the bottom line is that you need to speak with conviction and confidence. Even if you are wrong, you need to give others the sense that you are right. |
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. |
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. |
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... |
Financial Advisor
September 2006
Kristofor R. Behn |
Seller Beware Is selling a financial planning practice to an outsider the best way to extract its true value? |
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. |
Investment Advisor
March 2006
Mark Tibergien |
Formulas for Success: Preparing for the Fall Are you succeeding at succession? This question increasingly comes up as advisors see each month flip away, and each year change a digit. In the autumn of your career, are you prepared for the inevitable? |
Inc.
June 2007
Elaine Appleton Grant |
Big Billings for a Small Payroll Business for sale: An Illinois ad agency for $3.5 million. |
Financial Advisor
February 2009
Rebecca Pomering |
M&A In A New World The old assumptions about a firm's value have to be tossed out, and advisors must deal with new ones. |
Financial Planning
October 1, 2008
Ingrid Case |
Doing Due Diligence If buying another firm is part of your business plan, the following article can help you ask the questions and check the records that can shed light on whether a potential purchase will likely turn out to be an asset or a liability. |
Investment Advisor
July 2010
David DeVoe |
Succession Planning: Planning Your Future Tips for financial advisors on choosing a successor, valuation, informing clients, etc. |
CIO
January 1, 2001
Ian Springsteel |
Money Talk - Financial Glossary Fluency in CFO-speak can help your company---and your career. |
Investment Advisor
December 2006
Charles Goldman |
Do It Now; Do It Right It's important for financial advisors to look ahead and ask the question: How do you plan to exit the business? If you're not sure, it's time to consider your options -- sell externally or internally -- and create a business transition plan that spells out the future of your firm. |
Investment Advisor
October 2006
Bob Clark |
Swimming With The Sharks Read the fine print before selling your financial advisory firm to a strategic buyer. |
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 Advisor
October 2010
David Lawrence |
A View From Both Sides To successfully retire, financial advisors have to carefully plan and develop a clear direction before taking action. |
Investment Advisor
March 2010
Mark Tibergien |
Formulas for Success: What's a Young Advisor to Do? There is evidence that young advisors feel stymied in their efforts to acquire interests in their firms. |
Financial Planning
June 1, 2010
Daniel Seivert |
Transfer of Power Fewer than 10% of practice owners have developed formal succession plans. Isn't it time you put one in place? |
The Motley Fool
June 11, 2007
Rich Duprey |
Dollar General's Discount The leading deep discounter posts increasing sales fueled by greater markdowns. Of course, the big story with the General is its pending acquisition by private equity firm Kohlberg Kravis Roberts, which shareholders are expected to approve at the upcoming annual meeting. |
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 Advisor
March 2005
Rebecca Pomering |
Applying Sound Practices to Your Biggest Investment You are a talented advisor and a skilled investor. Turn even a fraction of these skills toward your business, and you will find it has as meaningful an impact on your business, your family, your staff and your life, as you have on your clients' every day. |
Financial Planning
November 1, 2007
David Grau |
Protecting Equity As independent advisors move to evaluate, build and realize the equity in their growing practices, one holdover succession practice threatens to undermine their progress. |
Investment Advisor
July 1, 2011
John Sullivan |
Finding Success in Succession Planning Whether you're affiliated with a broker-dealer or completely independent as an RIA, proper succession planning helps you realize value long before you walk out the door. |
Registered Rep.
March 1, 2007
Ayres & Jones |
It Takes a Team When helping a family-owned business develop a succession plan, the financial advisor must act as the quarterback (checking his ego at the door) to get all the right people to cooperate. |
Financial Planning
May 1, 2005
Glenn G. Kautt |
What Are You Worth? Regarding owners of investment advisory firms, for sellers, it's back to the future, but for buyers, it's here and now. |
Financial Planning
January 1, 2006
Glenn G. Kautt |
Factors 1-2-3 Fama and French's famous model explains variances in stock prices -- but another three-factor model explains major changes in the value of your firm. |
Inc.
May 2008
Elaine Appleton Grant |
Pursuing the American Dream - Literally Business for sale: A website in Washington State that sells sleep products, priced at $1.8 million. |
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. |
Financial Planning
October 1, 2011
Matthew F. Erskine |
To Collect and Protect The owners thought estate planning wouldn't take much. With unique assets, things aren't always so straightforward. Owners of such assets - such as family businesses, legacy real estate and valuable art, coin and other collections - need to consider specialized risk management. |
Investment Advisor
May 1, 2011
Mark Tibergien |
The Constituency Conundrum How will your business decisions impact those who rely on you? |
