Monday, May 9, 2011

First Looks: How to Value, Buy, or Sell a Financial Advisory ...

April 20th, 2011 Filed under: Wealth Advisory ? Wealth Building Author

The Lowest Price we could find is $95.00?$49.99

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 advisers?whether 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 Financial-Advisory 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.


Review:

This is an excellent book. As with all these types of books you read them and take from them what will work for you. Would recommend as a good read and good pointers.

Source: http://www.wealthbuildingworld.com/wealth-advisory/first-looks-how-to-value-buy-or-sell-a-financial-advisory-practice-a-manual-on-mergers-acquisitions-and-transition-planning/

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