| Similar Articles |
|---|
 |
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.   |
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. |
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
Sep/Oct 2007
David A. Adkins |
Best Buys Structured sales can provide profitable advantages for both purchasers and sellers of investment properties. |
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. |
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. |
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. |
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. |
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
May/Jun 2011
Michael P. Hedden |
Bid vs. Ask Motivated investors are closing the pricing gap on institutional assets. |
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. |
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. |
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
November 2011
Joni Youngwirth |
Outside The Box The pros and cons of choosing an external successor. |
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... |
The Motley Fool
August 21, 2009
Alyce Lomax |
These Companies Are Duping Consumers Misrepresentation in advertising called "local-washing" is a major risk for companies angling to attract a progressive and affluent consumer base, especially as consumers become more interested in sustainable practices. |
The Motley Fool
February 20, 2007
Alyce Lomax |
Starbucks' Coffee Conundrum The coffee giant faces muddy challenges over Ethiopian coffee. |
The Motley Fool
September 25, 2006
Alyce Lomax |
Starbucks' Nickels and Dimes Despite some recent controversy, Starbucks will implement a price hike. Should investors worry? |
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. |
The Motley Fool
November 16, 2005
Rich Smith |
Foolish Forecast: Starbucks-Gazing Analysts expect Starbucks to report $1.7 billion in sales and generate $0.15 per share in profits. But this stock is priced at better-than-perfection. |
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? |
The Motley Fool
February 1, 2007
Alyce Lomax |
Starbucks' Stirring Quarter The company reported what it described as a solid quarter, but there are still some elements that deserve recognition and pondering. |
The Motley Fool
August 6, 2007
Jeremy MacNealy |
Fool on Call: Starbucks a Star No More? The coffeehouse operator still has great potential ahead, but it is also not without problems. Does that mean investors should steer clear of Starbucks altogether? |
The Motley Fool
December 27, 2006
Alyce Lomax |
Silly Moments for Starbucks in 2006 Starbucks has always had the rep for being a smart company, and many investors are hoping it always stays that way. |
The Motley Fool
April 20, 2011
Jason Moser |
What Is Starbucks' Edge? A look at Starbucks through Porter's Five Forces. |
