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Investment Advisor December 2009 Mark Tibergien	Formulas for Success: Prudent Man Rule for Practice Purchases Capital constraints, economic uncertainty, and increased levels of caution characterize the current marketplace in advisory firm M&A.
Investment Advisor January 1, 2011 Mark Tibergien	The Day You Call It A Day The majority of advisors who wish to retire in three years are no more prepared for their exit from the business than those who plan to retire in 10 years.
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.
Investment Advisor June 2007 Mark Tibergien	Real Deals There's more activity than actual movement on the M&A front for financial advisory firms.
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.
Investment Advisor October 2006 Bob Clark	Swimming With The Sharks Read the fine print before selling your financial advisory firm to a strategic buyer.
Financial Advisor February 2009 Rebecca Pomering	M&A In A New World The old assumptions about a firm's value have to be tossed out, and advisors must deal with new ones.
Registered Rep. February 25, 2013 Furey & Cooper	What Is Your Advisory Practice Really Worth? The perils of the valuation gap.
Financial Advisor November 2011 Joni Youngwirth	Outside The Box The pros and cons of choosing an external successor.
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.
Financial Advisor May 2008 Rebecca Pomering	Adding New Owners Internal transition is the desired growth plan and succession plan for the vast majority of advisors and good planning, strategic thinking and thoughtful implementation will allow many to enact a transaction that ensures the desired outcomes for their staff, their clients and themselves.
Financial Planning July 1, 2010 Stephanie Bogan	Building Value It seems clear that anticipated growth from baby boomers, an aging advisor population, and increasing interest in mergers and acquisitions will likely make building and realizing value the defining practice managment issue of the next decade.
Investment Advisor October 2005 Mark Tibergien	Formulas for Success: How Bleak is Your Future? Whether the latest Hurley/JPMorgan treatise on the financial advisory profession is right is hard to know, but their assumptions are compelling enough for advisors to take stock of their own situations.
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 Planning February 1, 2010 Stephanie Bogan	Make 2010 Your Best year Ever Quantuvis Consulting's new study of business performance has strategies for every advisor, regardless of size, business model, or philosophy.
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.
Investment Advisor July 2010 David DeVoe	Succession Planning: Planning Your Future Tips for financial advisors on choosing a successor, valuation, informing clients, etc.
Registered Rep. March 30, 2011 Matt Matrisian	Bridging the Succession-Planning Gap Too many advisors need help planning their financial futures. Today, only about 18 percent of independent advisors have a well-defined business succession plan that is ready to implement.
Financial Advisor July 2010 Evan Simonoff	Are Advisors Delusional? Fiduciary Network CEO Mark Hurley says they are because they believe their firms are very valuable -- but most aren't.
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.
Financial Advisor December 2009 David J. Drucker	Solo Replacement Finally a (nearly) foolproof succession game plan for 85% of the profession.
Registered Rep. July 24, 2014 David Grau Sr.	Charting Your Succession Course The author delineates the usual alternatives for selling an advisor practice.
Financial Advisor October 2010 David Lawrence	A View From Both Sides To successfully retire, financial advisors have to carefully plan and develop a clear direction before taking action.
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 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.
Investment Advisor June 2007 Bob Clark	The Art of the Deal Advisors who don't understand where those astronomical practice values are coming from are doomed to get what they deserve.
Financial Advisor August 2007 Jeff Schlegel	Private-Equity Payout The private-equity tsunami that's sweeping the investing world isn't exactly inundating the financial advisory industry, but it is making waves.
Registered Rep. April 9, 2003 David A. Gaffen	Pretty Practice Prices If there's any evidence that financial advisors with smaller practices are leaving the business, FP Transitions has found it. According to the firm, the concentration of small practices (less than $300,000 in revenues) for sale has increased to 68 percent in 2002 from 42 percent in 2001.
Financial Advisor July 2005 Simonoff & Longo	Merger Mania The price of financial advisory firms is about to go up -- big time. At virtually every level, size and scale of the business, an owner can find many prospective buyers for their firm, practice or book of business.
Financial Advisor April 2010 Joni Youngwirth	Be Prepared What to consider when thinking of selling your practice.
Financial Advisor February 2007 Rebecca Pomering	Four Horsemen Who Missed Their Appointment Things were pretty good for the profession in 2006, but will financial advisors be hearing the hoof beats soon?
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 Advisor March 2004 Tracey Longo	Pace of Advisor M&A Accelerates Make no mistake---when it comes to mergers and acquisitions among advisory firms, it's still a seller's market. But that doesn't mean buyers aren't striking deals that fit their strategic needs superbly, too.
Financial Advisor April 2006 David DeVoe	True Value Understanding what drives the value of your financial advisory firm will not only increase your payday when you sell, it will also increase the firm's profitability -- and consequently, your compensation -- each year you continue to own the business.
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.
The Motley Fool October 13, 2005 Jim Fink	Be Your Own Casino: Part 1 The average investor can exploit a unique characteristic of options known as time decay via the use of spreads to reap profits in a limited-risk way.
Financial Planning October 1, 2008 Stacy Schultz	The Real Deal More than half of all registered independent advisory (RIA) firms bought or considered buying another advisory firm at least once in the past two years.
Investment Advisor March 2010 Mark Tibergien	Formulas for Success: What's a Young Advisor to Do? There is evidence that young advisors feel stymied in their efforts to acquire interests in their firms.
Investment Advisor February 2008 James J. Green	Lessons From a Banker Investment Advisor meets with investment banker Nimi Natan, who specializes in putting together deals for smaller business owners looking to sell or merge their businesses.
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 Planning August 1, 2010 Bob Veres	The Equity Problem A new report offers two kinds of advice: how to build enterprise value in your firm, and how to evaluate deal structures when you eventually decide to transfer ownership.
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.
Investment Advisor November 2009 Mark Tibergien	Formulas for Success: Cash Flow Cachet Failure to project and monitor cash flow monthly has caused many advisory firms to make ill-informed decisions.
Financial Advisor June 2012 Joni Youngwirth	Who Is Your Firm's CFO? Advisory firms need to better manage their financial risks.
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...
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...
Financial Advisor August 2007 Gail Liberman	Saying Good-Bye To Your Property Should you consider recommending a real estate auction for your financial advisory client who is having trouble selling a home? And what other options are available if a client's property isn't moving?
Registered Rep. September 21, 2012 Jerry Gleeson	Desperately Seeking Financing For most advisors looking to grow through acquisition, the thorniest issue is finding the cash to do so.
Financial Planning March 1, 2005 Pam Black	The Rising Value Of Your Book The average price of a financial planning practice rose 35% in 2004.
Registered Rep. July 9, 2014 Diana Britton	It's a Seller's Market If you don't already have plans to sell your practice, now's a good time to consider it.