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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. mark for My Articles similar articles
Financial Advisor
November 2011
Joni Youngwirth
Outside The Box The pros and cons of choosing an external successor. mark for My Articles 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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
Registered Rep.
February 25, 2013
Furey & Cooper
What Is Your Advisory Practice Really Worth? The perils of the valuation gap. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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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. mark for My Articles similar articles
Financial Advisor
September 2004
David J. Drucker
The New Path To Growth: Buying Another Practice After winning the bid for a financial practice, here's how to successfully transition client relationships to maintain the maximum possible client retention rate. mark for My Articles similar articles
Financial Planning
March 1, 2011
Roger Verboon
Succession Planning: Moving on Advisors excel at helping clients plan for the different stages of their lives. But when it comes to planning for stages of their own business lives-particularly the last one-many fail to take their own advice. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
December 2009
David J. Drucker
Solo Replacement Finally a (nearly) foolproof succession game plan for 85% of the profession. mark for My Articles similar articles
Financial Planning
November 1, 2011
John J. Bowen, Jr.
Learn To Let Go The idea of shedding clients and the revenue they bring may sound reckless, especially in an uncertain economic environment. But working with non-ideal clients is holding you back from reaching your full potential. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2009
Lynn & Greene
The Auction Advantage Accelerated marketing gains traction in today's troubled market. mark for My Articles similar articles
Financial Advisor
April 2010
Joni Youngwirth
Be Prepared What to consider when thinking of selling your practice. mark for My Articles similar articles
Registered Rep.
July 24, 2014
David Grau Sr.
Charting Your Succession Course The author delineates the usual alternatives for selling an advisor practice. mark for My Articles similar articles
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. mark for My Articles similar articles
InternetNews
April 15, 2009
Michelle Megna
eBay to Referee Customer Disputes eBay's new dispute resolution process may anger sellers over refund reimbursement clause. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
The Motley Fool
November 23, 2004
The Scoop on Buyer Brokers When buying a home, hire someone who works for you. mark for My Articles similar articles
Investment Advisor
October 2006
Bob Clark
Swimming With The Sharks Read the fine print before selling your financial advisory firm to a strategic buyer. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
April 13, 2005
How to Buy a House Don't make common, but costly, mistakes. mark for My Articles similar articles
Financial Advisor
May 2006
Rebecca Pomering
Selling To A Financial Or Strategic Buyer Here's what financial advisors need to consider before selling out to a bank, roll-up firm or other strategic or financial acquirer. mark for My Articles similar articles
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. mark for My Articles similar articles
National Real Estate Investor
February 1, 2006
Benjamin J. M. Dutton
Drama Over Due Diligence Commercial real estate investors should recognize that current standards are the minimum requirement, and may not provide them with adequate due diligence. Investors should ensure that due diligence evaluations completed are all-encompassing in nature. mark for My Articles similar articles
Commercial Investment Real Estate
Jan/Feb 2010
Usow & Newburn
Loan to Own Seller financing attracts potential buyers in a constrained market. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
April 24, 2007
Jim Gillies
Options: The Basics Options aren't terribly difficult to understand. Calls are the right to buy, and puts are the right to sell. Here's how to use them appropriately in your own portfolio. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
August 2006
Mark Tibergien
Formulas for Success: Get Help If you're buying or selling a financial advisory practice, call the pros. Experienced dealmakers know that the vast majority of the value in a transaction resides in the terms, not in the price. mark for My Articles similar articles
The Motley Fool
May 5, 2005
Marko Djuranovic
Shake That Seller's Mindset Stock price quotes are geared toward those looking to sell, but it's best to avoid that mindset. Instead, think like a buyer. mark for My Articles similar articles
Commercial Investment Real Estate
Jan/Feb 2011
Andrew Maguire
Deposit Disputes How can transaction parties avoid earnest money conflicts? mark for My Articles similar articles
Inc.
November 1, 2009
Minda Zetlin
Online Barter Exchanges Here are the largest online barter exchanges. All of them let you peruse available goods before joining mark for My Articles similar articles
Commercial Investment Real Estate
Jul/Aug 2011
Bill Richert
Creative Currency Unlock your property's potential with equity. In the late 1970s I discovered that incorporating value other than cash is what helps to close transactions. mark for My Articles similar articles
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. mark for My Articles similar articles