| Similar Articles |
|---|
 |
Commercial Investment Real Estate
Jan/Feb 2007
David A. Adkins |
Cashing Out Investors can use the structured sales concept to exit completely from real estate holdings.   |
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. |
Commercial Investment Real Estate
Nov/Dec 2009
Lynn & Greene |
The Auction Advantage Accelerated marketing gains traction in today's troubled market. |
Commercial Investment Real Estate
Nov/Dec 2013
Aaron Aftergut |
Partial-Interest Plan Can you close real estate's most difficult sale? If you ever happen across a partial-interest property, here's how to work with the seller and find a buyer. |
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. |
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
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
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. |
InternetNews
April 15, 2009
Michelle Megna |
eBay to Referee Customer Disputes eBay's new dispute resolution process may anger sellers over refund reimbursement clause. |
Financial Advisor
November 2011
Joni Youngwirth |
Outside The Box The pros and cons of choosing an external successor. |
Commercial Investment Real Estate
Jan/Feb 2010
Usow & Newburn |
Loan to Own Seller financing attracts potential buyers in a constrained market. |
Entrepreneur
October 2004
Crystal Detamore-Rodman |
An Acquired Taste Before you buy that business you're craving, consider seller financing to sweeten the deal. It not only gives you additional comfort, but also some protections and advantages that you otherwise might not have. |
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. |
The Motley Fool
August 5, 2005 |
A Buyer Broker Can Help You Not all real estate brokers have your best interest at heart -- be choosy. |
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. |
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. |
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
May/Jun 2011
Michael P. Hedden |
Bid vs. Ask Motivated investors are closing the pricing gap on institutional assets. |
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. |
Commercial Investment Real Estate
Mar/Apr 2004
Ronald L. Raitz |
Tax Watch During most real estate sales, prospective buyers offer sellers earnest money as a down payment toward the final transaction. During 1031 exchanges many sellers want to know if they can hold the earnest money. The answer is absolutely. |
Commercial Investment Real Estate
Nov/Dec 2015
O'Donnell & Rubin |
1031 Exchanges Every investor can use this reinvestment tool. |
Commercial Investment Real Estate
Nov/Dec 2006
Joseph Mardesich |
Looking for Leverage Here is how to help clients determine funding sources for small multifamily investments. |
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. |
The Motley Fool
February 16, 2007
Dan Caplinger |
Have an Agent in Your Corner Buying a house is stressful enough without having to worry about whether you can trust the real estate agent you're working with. By using a dedicated buyers' agent, you can make sure your agent is working for you. |
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. |
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. |
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. |
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 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
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. |
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. |
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.
February 25, 2013
Furey & Cooper |
What Is Your Advisory Practice Really Worth? The perils of the valuation gap. |
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. |
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. |
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. |
Commercial Investment Real Estate
Jan/Feb 2011
Andrew Maguire |
Deposit Disputes How can transaction parties avoid earnest money conflicts? |
The Motley Fool
December 1, 2004
Selena Maranjian |
Tips for Selling Your Home Here are some things to know or consider when selling your home. |
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 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. |
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. |
The Motley Fool
November 23, 2004 |
The Scoop on Buyer Brokers When buying a home, hire someone who works for you. |
The Motley Fool
January 28, 2004
Selena Maranjian |
Save Money on Your Mortgage Why spend more than you have to? There are a few ways you might be able to save money on the next mortgage you secure. |
The Motley Fool
January 11, 2010
Jim Gillies |
A Strategy You Should Consider With the explosion of option use in recent years, you may be asking yourself, "What are options, and why would anyone consider using them?" |
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
Mar/Apr 2009
Andrew Maguire |
Distressed Property Acquisitions Opportunities to acquire distressed properties, especially in the multifamily sector, abound. Here are five tips for prospective buyers. |
Commercial Investment Real Estate
May/Jun 2009
John F. Dougherty Jr. |
Do It Right: The ABCs of Due Diligence for Distressed Properties While today's market offers plenty of opportunities in distressed properties, buyers must conduct in-depth due diligence to determine what a property is worth. |
Inc.
April 2008
Darren Dahl |
Meet the Buyers Sellers of businesses are more or less the same: They're all looking for the best price they can get. Buyers are trickier to figure, because different buyers can see the same company in different ways. |
Commercial Investment Real Estate
Nov/Dec 2006
McCready et al. |
A PAT Answer Upon the sale of highly appreciated commercial real estate assets, investors must decide whether to pay the capital gains taxes that are due or use a method to defer the taxes. Private annuity trusts offer one approach to tax deferral. |
Investment Advisor
June 2007
Mark Tibergien |
Real Deals There's more activity than actual movement on the M&A front for financial advisory firms. |
