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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...   |
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.
June 1, 2000
Jill Andresky Fraser |
Company for Sale by Owner -- or Maybe Not Business 101: Who should sell your company? You? A business broker? An investment banker? How to make the call... |
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. |
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
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
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. |
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
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. |
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... |
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. |
Inc.
June 2009
Ryan McCarthy |
A Buyer's Market: What Is Your Business Worth Now? As part of Inc.'s 2009 guide to business valuations, we look at why now is a great time to buy a business. |
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. |
Inc.
November 1, 2000
Jill Andresky Fraser |
Giving Credit to Debt You may think of debt as a drag on your business. But that's not necessarily how the experts see it... |
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. |
Inc.
September 2006
Elaine Appleton Grant |
Hush Money For sale: a manufacturer of sound isolation booths and acoustics products in southern Oregon. |
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. |
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. |
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. |
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. |
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. |
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. |
Inc.
October 1, 2000
Jill Andresky Fraser |
Business for Sale: Southeastern Seafood Distributor Angling for a new entrepreneurial opportunity? Then consider this well-established distributor of fresh and frozen seafood. During its nearly 22 years of operation, the owner managed to finance the company's growth entirely from cash flow... |
Registered Rep.
July 24, 2014
David Grau Sr. |
Charting Your Succession Course The author delineates the usual alternatives for selling an advisor practice. |
Inc.
July 1, 2002
Jill Andresky Fraser |
Business for Sale: A Blue-Sky Deal Ready to raise the roof? Buy this California skylight maker. |
Inc.
April 1, 2002
Jill Andresky Fraser |
Business for Sale: Want to Get Into the Spy Game? Consider this five-year-old business that manufactures and distributes surveillance products -- in hot demand during these anxious times by everyone from security-conscious property managers to law-enforcement agents to nanny-watching parents... |
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. |
Commercial Investment Real Estate
Nov/Dec 2009
Jennifer Norbut |
Betting On Troubled Assets CCIMs share creative strategies for playing in this high-risk market. |
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. |
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. |
Inc.
November 1, 2000
Jill Andresky Fraser |
Business for Sale: Mid-Atlantic Title-Insurance Brokerage Looking for an entrepreneurial umbrella that could shelter you from the storms of the large corporate workplace? Then check out this four-year-old title-insurance-and-settlement service... |
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... |
Commercial Investment Real Estate
Sep/Oct 2009
Matt Hudgins |
Office Market Overtime Commercial real estate professionals work long hours managing deals in this struggling sector. |
Commercial Investment Real Estate
Nov/Dec 2009
Lynn & Greene |
The Auction Advantage Accelerated marketing gains traction in today's troubled market. |
National Real Estate Investor
December 1, 2006
Ben Johnson |
Enter the Virtual War Room In the rush to close more deals expeditiously, technology is finally playing an important role in streamlining the commercial real estate sales process nearly a decade after the invention of now everyday tech tools. |
Entrepreneur
November 2005
Chris Penttila |
Corporate Earnout When selling your company, an earnout agreement can seem like an attractive option - but things could get ugly if you're not careful. |
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. |
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. |
Financial Advisor
November 2011
Joni Youngwirth |
Outside The Box The pros and cons of choosing an external successor. |
Inc.
June 1, 2002
Jill Andresky Fraser |
Business for Sale: Sweet Charity This $4.6-million company supplies gourmet food and coffee to the fund-raising community... |
Commercial Investment Real Estate
Mar/Apr 2008
Jon Peterson |
Ripple Effect Sinking financial and residential sectors make waves in commercial real estate. |
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 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? |
Commercial Investment Real Estate
Mar/Apr 2010
Earle Wason |
Buying Smart in a Tough Economy Understanding and accurately assessing hotel market values in the current hospitality market is a difficult task, even for the most experienced professionals. |
Investment Advisor
May 2008
Mark Tibergien |
Time of Reckoning In volatile times, the reality of practice valuations is exposed. |
The Motley Fool
August 27, 2010
Morgan Housel |
Why You Can't Sell Your Home The showdown between buyers and sellers. |
The Motley Fool
July 10, 2007
Dan Caplinger |
4 Ways to Save on Your Next Home Turn the housing slump to your advantage. Here are some tips for negotiating the best possible deal. |
Inc.
October 1999
Fraser, Jill Andresky |
Business for Sale: Business-to-Business Web Site Dying to get in on the Web frenzy? Consider this already-profitable business-to-business Web site. Profile includes price, how the business was valued, outlook of prospects, and pros and cons. |
CFO
October 1, 2007
Avital Louria Hahn |
Only the Strong Shall Thrive Financially sound companies find gold in credit mayhem even as weaker players fear the game is up. |
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. |
