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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.
Financial Advisor September 2004 David J. Drucker	The New Path To Growth: Buying Another Practice After winning the bid for a financial practice, here's how to successfully transition client relationships to maintain the maximum possible client retention rate.
Financial Advisor March 2005 David J. Drucker	When The Sum Of The Parts Is Greater Than the Whole Selling your financial advisory practice in pieces may benefit you---and your clients.
Financial Advisor November 2011 Joni Youngwirth	Outside The Box The pros and cons of choosing an external successor.
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 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 October 2006 Bob Clark	Swimming With The Sharks Read the fine print before selling your financial advisory firm to a strategic buyer.
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.
Commercial Investment Real Estate Nov/Dec 2009 Lynn & Greene	The Auction Advantage Accelerated marketing gains traction in today's troubled market.
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.
Registered Rep. February 25, 2013 Furey & Cooper	What Is Your Advisory Practice Really Worth? The perils of the valuation gap.
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.
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.
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.
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 May 2006 Sydney LeBlanc	Selling An SMA Practice As an independent financial adviser who has built a powerhouse separately managed account business, can you put a price on the value of your advice, your standards and your relationships?
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.
Registered Rep. July 24, 2014 David Grau Sr.	Charting Your Succession Course The author delineates the usual alternatives for selling an advisor practice.
Inc. November 1, 2009 Minda Zetlin	Online Barter Exchanges Here are the largest online barter exchanges. All of them let you peruse available goods before joining
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 January 5, 2008 Mark Penske	Land of Uncertainty Although it can seem like an impossible task to find the right successor for your financial advisory business, stories and experiences from those who have crossed this line confirm that there is life after the big decision, both short and long term.
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.
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.
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 Advisor December 2009 David J. Drucker	Solo Replacement Finally a (nearly) foolproof succession game plan for 85% of the profession.
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.
Commercial Investment Real Estate Jan/Feb 2010 Usow & Newburn	Loan to Own Seller financing attracts potential buyers in a constrained market.
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 April 2010 Joni Youngwirth	Be Prepared What to consider when thinking of selling your practice.
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 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.
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.
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.
Investment Advisor March 2006 Mark Tibergien	Formulas for Success: Preparing for the Fall Are you succeeding at succession? This question increasingly comes up as advisors see each month flip away, and each year change a digit. In the autumn of your career, are you prepared for the inevitable?
The Motley Fool November 23, 2004	The Scoop on Buyer Brokers When buying a home, hire someone who works for you.
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.
Registered Rep. February 1, 2003 David A. Gaffen	The Business Handoff An estimated 30 percent of financial professionals are expected to retire in the next five years. That mini-exodus should brings the issue of succession planning to the fore.
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?
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.
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.
InternetNews July 27, 2009	eBay: Stricter Selling Requirements on Tap Will the rebounding e-tailer's sellers be happy with new policies or rebel?
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.
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.
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.
Registered Rep. November 1, 2005 Kristen French	A Shopping Allowance: The Newest Recruiting Tool In the competition for top financial advisors, broker/dealers are offering forgivable loans to advisors who want to purchase other financial advisory practices.
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.
The Motley Fool January 28, 2004 Dayana Yochim	Don't Blame eBay Auction-related Internet fraud is everywhere. But it's not necessarily the auctioneer's fault.
InternetNews September 30, 2004 Ryan Naraine	PayPal Doubles Buyer Protection on eBay With the Christmas shopping season approaching, PayPal bumps up buyer protection coverage to $1,000.
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 May/Jun 2009	Marketing Mastered Candice Chevaillier, CCIM, managing director of The Foundation Group in Seattle, discusses how her background in service and product marketing gives her a step up.