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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. |
Financial Advisor November 2011 Joni Youngwirth |
Outside The Box The pros and cons of choosing an external successor. |
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 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. |
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. |
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? |
Registered Rep. February 25, 2013 Furey & Cooper |
What Is Your Advisory Practice Really Worth? The perils of the valuation gap. |
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. |
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. |
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 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. |
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. |
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 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. |
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 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. |
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. |
Financial Advisor December 2009 David J. Drucker |
Solo Replacement Finally a (nearly) foolproof succession game plan for 85% of the profession. |
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. |
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. |
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. |
Commercial Investment Real Estate Nov/Dec 2009 Lynn & Greene |
The Auction Advantage Accelerated marketing gains traction in today's troubled market. |
Financial Advisor April 2010 Joni Youngwirth |
Be Prepared What to consider when thinking of selling your practice. |
Registered Rep. July 24, 2014 David Grau Sr. |
Charting Your Succession Course The author delineates the usual alternatives for selling an advisor practice. |
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. |
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 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. |
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 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 November 23, 2004 |
The Scoop on Buyer Brokers When buying a home, hire someone who works for you. |
Investment Advisor October 2006 Bob Clark |
Swimming With The Sharks Read the fine print before selling your financial advisory firm to a strategic buyer. |
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? |
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 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. |
The Motley Fool April 13, 2005 |
How to Buy a House Don't make common, but costly, mistakes. |
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. |
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. |
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. |
Commercial Investment Real Estate Jan/Feb 2010 Usow & Newburn |
Loan to Own Seller financing attracts potential buyers in a constrained market. |
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. |
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 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. |
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. |
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. |
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. |
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. |
Commercial Investment Real Estate Jan/Feb 2011 Andrew Maguire |
Deposit Disputes How can transaction parties avoid earnest money conflicts? |
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 |
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. |
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. |