Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

Financial Advisor August 2004 David J. Drucker	The New Way to Growth: Buying Another Practice Catching the seller's eye: The key to getting the seller's attention and convincing him to choose you to buy his practice isn't slick marketing that covers up inexperience or lack of capacity.
Financial Advisor November 2011 Joni Youngwirth	Outside The Box The pros and cons of choosing an external successor.
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.
Registered Rep. February 25, 2013 Furey & Cooper	What Is Your Advisory Practice Really Worth? The perils of the valuation gap.
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.
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.
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?
Investment Advisor October 2006 Bob Clark	Swimming With The Sharks Read the fine print before selling your financial advisory firm to a strategic buyer.
Registered Rep. July 24, 2014 David Grau Sr.	Charting Your Succession Course The author delineates the usual alternatives for selling an advisor practice.
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 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.
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.
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.
Financial Planning November 1, 2011 John J. Bowen, Jr.	Learn To Let Go The idea of shedding clients and the revenue they bring may sound reckless, especially in an uncertain economic environment. But working with non-ideal clients is holding you back from reaching your full potential.
Financial Advisor December 2009 David J. Drucker	Solo Replacement Finally a (nearly) foolproof succession game plan for 85% of the profession.
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 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 March 1, 2011 Roger Verboon	Succession Planning: Moving on Advisors excel at helping clients plan for the different stages of their lives. But when it comes to planning for stages of their own business lives-particularly the last one-many fail to take their own advice.
Investment Advisor January 2006 Maya Ivanova	Listen Up Financial advisory firms are demonstrating their ability to weather the tough times of the last few years. But to continue their profitability in the future, they need to make client service a priority.
Financial Advisor September 2006 Kristofor R. Behn	Seller Beware Is selling a financial planning practice to an outsider the best way to extract its true value?
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 April 2010 Joni Youngwirth	Be Prepared What to consider when thinking of selling your practice.
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.
Financial Advisor May 2004	Dow Jones Launches Wealth Manager Product Dow Jones Wealth Manager enables advisors to build deeper relationships with clients and prospects through communication and assists firms in increasing total assets under management, the company says.
Financial Planning September 1, 2008 John J Bowen Jr	Time to Say Goodbye Today's most successful advisors recognize a simple but powerful fact of business: It's better to work with a small number of great clients than to serve a huge base of clients who are only mediocre.
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.
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.
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.
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.
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 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 Planning December 1, 2006 John J. Bowen	Building Equity You might not want to sell your financial advisory firm right now, but running it as if you do could make your business more profitable.
Investment Advisor June 2007 Mark Tibergien	Real Deals There's more activity than actual movement on the M&A front for financial advisory firms.
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 Planning June 1, 2010 John J. Bowen, Jr.	The Perfect Profile Looking for the ideal client? Write a detailed description of the top clients you have now, by answering eight simple questions.
Investment Advisor July 2008 James J. Green	Catching up with... Mark Tibergien The CEO of Pershing Advisor Solutions discusses why it's a good time to be a seller of an RIA firm, according to the latest research on mergers and acquisitions activity in the advisory market.
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.
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?
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 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.
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.
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.
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.
Financial Advisor July 2009 Bill Bachrach	The Ideal Client Community It's one that generates enough money to make your business work and has clients you enjoy.
Commercial Investment Real Estate Nov/Dec 2009 Lynn & Greene	The Auction Advantage Accelerated marketing gains traction in today's troubled market.
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.
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.
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.
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.