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CFO
June 3, 2002
Roy Harris |
Caution: Earnouts Ahead Tying price to performance can be a good way to acquire hard-to-value companies -- if you're careful.   |
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. |
CFO
April 1, 2008
Marie Leone |
As Fair Value Simmers A "huge valuation challenge" awaits M&A parties when FAS 141(R) takes effect December 15. One solution: Get the deal done now. |
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
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 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
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
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 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? |
Entrepreneur
October 2004
David Worrell |
Go for the Gold Maybe you've planned it since day one, or maybe you've taken years to decide. But if the time has come to sell your business, find out what you can do to make sure you come out on top. |
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... |
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. |
Inc.
April 1, 2002
Jill Andresky Fraser |
Business for Sale Roundup: Nothing's Moving Buyers are looking for companies. Sellers are ready to exit. So how come nothing's moving? Times are tough for business owners who are ready to sell their companies... |
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. |
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. |
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. |
Financial Advisor
November 2011
Joni Youngwirth |
Outside The Box The pros and cons of choosing an external successor. |
The Motley Fool
November 23, 2004 |
The Scoop on Buyer Brokers When buying a home, hire someone who works for you. |
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. |
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
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. |
Commercial Investment Real Estate
Jan/Feb 2010
Usow & Newburn |
Loan to Own Seller financing attracts potential buyers in a constrained market. |
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. |
Registered Rep.
July 24, 2014
David Grau Sr. |
Charting Your Succession Course The author delineates the usual alternatives for selling an advisor practice. |
Registered Rep.
February 25, 2013
Furey & Cooper |
What Is Your Advisory Practice Really Worth? The perils of the valuation gap. |
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 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? |
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
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. |
The Motley Fool
May 5, 2005
Marko Djuranovic |
Shake That Seller's Mindset Stock price quotes are geared toward those looking to sell, but it's best to avoid that mindset. Instead, think like a buyer. |
Commercial Investment Real Estate
May/Jun 2008
Jennifer D. Sherrill |
Making the Corporate Cut There are special considerations that real estate professionals need to know to secure corporate business and making sure that corporate clients' unique real estate needs are understood, appreciated, and addressed. |
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. |
