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Inc. April 2008 Norm Brodsky |
Street Smarts: Offer: Part 10 A business owner finally finds the pot at the end of the rainbow. |
Inc. June 2007 Norm Brodsky |
Street Smarts: The Offer, Part Eight An update on an entrepreneur's decision to sell his business. |
Inc. April 2007 Norm Brodsky |
Street Smarts: The Offer, Part Six The paranoia moment. Are they stalling? Is this deal about to fall apart? |
Inc. November 2006 Norm Brodsky |
Street Smarts: The Offer, Part One Getting a great offer for your business can be a very scary proposition. |
Inc. March 2007 Norm Brodsky |
It's All About Trust Confronted with the offer of a lifetime, our columnist concludes it's time to sell. Part 5 of a series. |
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. |
Inc. December 2006 Norm Brodsky |
Street Smarts: The Offer, Part Two In business, as in life, it's often what you don't do that makes all the difference. |
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? |
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 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? |
Financial Planning September 1, 2005 John J. Bowen |
Cashing In When it finally comes time to sell your financial planning firm, don't make these mistakes: Not Thinking Like an Entrepreneur... Not Adequately Preparing... Not Using a Systematic Process... etc. |
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... |
Inc. May 2007 Norm Brodsky |
Street Smarts: The Offer, Part Seven In every good deal the moment has to come when the parties stop acting like adversaries and start working together like collaborators. |
Inc. October 2004 Norm Brodsky |
Street Smarts: Presumed Guilty Let your lawyers stick to lawyering. The business decisions should remain in your hands. |
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. |
Inc. January 2007 Norm Brodsky |
Street Smarts: The Offer, Part Three I can sell my businesses for more money than I ever thought possible. But then who will I be? |
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 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... |
Inc. April 1, 2002 Norm Brodsky |
Building to Sell You have to plan if you want the option of selling your business. There's a lengthy process you have to go through to get a company ready for sale... |
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. |
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. |
The Motley Fool November 23, 2004 |
The Scoop on Buyer Brokers When buying a home, hire someone who works for you. |
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. |
Entrepreneur March 2005 Marc Diener |
You First An opening move may make or break a deal. If you can't open your negotiation the right way, you'll have trouble closing it. Here are two opening moves you shouldn't forget. |
Inc. August 2007 |
Mail Friendster's Footsteps... Deal Breaker... Driving Perfection... Flinging Fertilizer... Baby Shower Blues... |
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. |
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 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. |
The Motley Fool April 17, 2007 Dan Bloom |
Nanometrics Raises a White Flag An agreement to end litigation with Nova Measuring looks like a positive development for Nanometrics' shareholders. |
Inc. May 2008 Norm Brodsky |
Street Smarts: The Offer: Part 11 How does life change after you sell a majority interest in your company to an outside investment firm and give up day-to-day management? |
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. |
Commercial Investment Real Estate Jan/Feb 2014 Andrew Maguire |
Self-Storage Strategies Box up these acquisition considerations. In 2012, The Wall St. Journal reported that public self-storage real estate investment trusts outperformed their office, apartment, and hotel competitors. |
Inc. June 2004 Norm Brodsky |
Street Smarts: Everybody Sells Your work force can become a secret weapon for closing sales. A small company hired a phone representative trainer to give a seminar to the whole company, with impressive results. |
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 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. January 2007 Elaine Appleton Grant |
A Dorm Room Dot-com For sale: A southeastern e-tailer of backyard playground and outdoor equipment that has $9 million in annual revenue. |
Job Journal June 27, 2004 |
Working Wounded: Keys to Negotiating Success Having a few aces up your sleeve can help your negotiation strategy at work. |