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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.
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 March 1, 2006 David Grau	Inside Out Employees who control client relationships can turn the tables and take control of a financial practice's succession plan.
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.
On Wall Street October 1, 2011 Todd Colbeck	Five Steps to a Smart Succession Plan As sure as the fact that today you are a financial advisor, some day you will leave the business. And the wisest course of action is to prepare for a succession plan years before you leave your practice.
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.
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 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.
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.
Financial Advisor May 2008 Rebecca Pomering	Adding New Owners Internal transition is the desired growth plan and succession plan for the vast majority of advisors and good planning, strategic thinking and thoughtful implementation will allow many to enact a transaction that ensures the desired outcomes for their staff, their clients and themselves.
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 Advisor November 2011 Joni Youngwirth	Outside The Box The pros and cons of choosing an external successor.
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.
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...
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.
Investment Advisor July 2010 David DeVoe	Succession Planning: Planning Your Future Tips for financial advisors on choosing a successor, valuation, informing clients, etc.
InternetNews December 19, 2008 Rob Enderle	EMC, Apple and Customer Loyalty Approaches Commentary: A tech vendor's success has as much to do with customer perception as actual product quality, making the vendor-customer relationship of paramount importance.
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.
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.
The Motley Fool January 11, 2010 Dayana Yochim	Brag to Your Insurer and Save $400 There's a good chance you're overpaying to insure your car. Here's how to score significant discounts with a single phone call.
Financial Planning January 1, 2006 Glenn G. Kautt	Factors 1-2-3 Fama and French's famous model explains variances in stock prices -- but another three-factor model explains major changes in the value of your firm.
The Motley Fool January 12, 2009 Dayana Yochim	Fiscal Fitness '09: Bragging to Your Insurer Is Worth at Least $400 Get ready to make a phone call that could shave as much as $500 on your car insurance premiums.
Registered Rep. July 24, 2014 David Grau Sr.	Charting Your Succession Course The author delineates the usual alternatives for selling an advisor practice.
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.
U.S. Banker May 2008 Beth Horowitz	What Have You Done For Me Lately? The challenge that retail bankers, credit-card issuers, merchants and payments-network officials face is creating a long-term relationship with a savvy consumer who is increasingly willing to switch institutional loyalties.
HBS Working Knowledge March 7, 2007 Sarah Jane Gilbert	How Do You Value a "Free" Customer? In multi-sided markets, some customers contribute to a company's bottom line directly while others contribute indirect benefits, which are more difficult to calculate.
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?
The Motley Fool October 27, 2004	Fussing About Fund Fees Mutual fund fees may look small, but they can eat much of your earnings.
Investment Advisor November 2007 Mark Tibergien	Heirs and Omissions In planning for succession, think of your financial advising practice as a family business. If parents and children can manage through the natural conflicts, most practices have a great opportunity to last through another generation.
CRM February 1, 2008 Marshall Lager	The Loyalty Riddle Can marketing overcome the customers who talk about you?
CFO September 1, 2007 Vincent Ryan	Premiums Without Peril While bidding high to beat rivals for a target can be an acquirer's undoing, some have developed valuation tools to help them safely offer more.
Financial Planning September 1, 2006 David Grau	Internal Affairs For the small financial planning practitioner, selling to an employee is a daunting challenge that most owners never understand -- until it's too late.
The Motley Fool February 8, 2007 Selena Maranjian	Selecting a Listing Agent You're ready to sell your home. Your first task is to choose a real estate agent.
CRM May 6, 2011 Trevor Shanski	Maintaining Customer Loyalty How to ensure Groupon and Living Social won't damage relationships.
Registered Rep. February 25, 2013 Furey & Cooper	What Is Your Advisory Practice Really Worth? The perils of the valuation gap.
Financial Planning September 1, 2005 John J. Bowen	Cashing In When it finally comes time to sell your financial planning firm, don't make these mistakes: Not Thinking Like an Entrepreneur... Not Adequately Preparing... Not Using a Systematic Process... etc.
Financial Advisor May 2005 Raymond Fazzi	Betwixt And Between Hybrid advisors work in both the fee-based and commission worlds.
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.