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How to Value, Buy, or Sell a Financial Advisory Practice: A Manual on Mergers, Acquisitions, and Transition Planning,Used
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Financial planning is a young industry. The International Association of Financial Planningone of the predecessors to the Financial Planning Associationwas formed less than forty years ago. But as the profession's first tier of advisers reaches maturity, the decisions that may be part of transition planning for their firms loom large. A sale? A partner buyout? A merger? No matter what the choice, its viability hinges on one critical issuethe value of the firm.Unfortunately, many adviserswhether veteran or novicesimply don't know the worth of their practice or how to influence it. That's why How to Value, Buy, or Sell a FinancialAdvisory Practice is such an important book. It takes advisers carefully through the logic and the legwork of coming to a true assessment of one of their most important personal assetstheir business.Renowned for their years of experience helping advisers tackle the daunting challenges related to the valuation, sale, and purchase of advisory firms, Mark C. Tibergien and Owen Dahl offer guidance that's essential and solutions that work.
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