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Inc. February 2007 Norm Brodsky |
Street Smarts: The Offer, Part Four What would you think about having a team of outside accountants, lawyers, and operations people descend on your business to go through your records, question your employees, dissect everything you do, and judge how good your company really is and how truthful you really are? |
Inc. January 2007 Elaine Appleton Grant |
A Dorm Room Dot-com For sale: A southeastern e-tailer of backyard playground and outdoor equipment that has $9 million in annual revenue. |
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 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 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. |
Investment Advisor March 2008 Natan & Rudolph |
Three Moves Ahead When your client is ready to sell his business, will you be prepared for this liquidity event, pre-and post-sale? |
Registered Rep. February 25, 2013 Furey & Cooper |
What Is Your Advisory Practice Really Worth? The perils of the valuation gap. |
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 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. |
Inc. September 2006 Elaine Appleton Grant |
Hush Money For sale: a manufacturer of sound isolation booths and acoustics products in southern Oregon. |
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. |
Inc. November 1, 2000 Jill Andresky Fraser |
Business for Sale: Mid-Atlantic Title-Insurance Brokerage Looking for an entrepreneurial umbrella that could shelter you from the storms of the large corporate workplace? Then check out this four-year-old title-insurance-and-settlement service... |
Commercial Investment Real Estate Jan/Feb 2007 David A. Adkins |
Cashing Out Investors can use the structured sales concept to exit completely from real estate holdings. |
National Real Estate Investor August 1, 2005 Vickie L. Norman |
How to Avoid High Property Taxes Failing to understand what constitutes value from a property tax point of view results in high property taxes. |
The Motley Fool November 23, 2004 |
The Scoop on Buyer Brokers When buying a home, hire someone who works for you. |
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 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. |
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 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 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. |
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. |
Investment Advisor May 2008 Mark Tibergien |
Time of Reckoning In volatile times, the reality of practice valuations is exposed. |
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 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. |
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. |
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 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? |
The Motley Fool October 22, 2008 Rick Aristotle Munarriz |
Don't Mess With the E*Trade Baby E*Trade still has its challenges, chief among them being a return to profitability to restore shareholder confidence. |
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. |
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 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 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. |
The Motley Fool June 16, 2011 Alex Dumortier |
Double Your Yield on These 7 Blue Chips By selling a put on a stock you own you can either double the dividend you receive on the stock, or add to your stock position at a discount to the current price. |
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 Advisor April 2006 David DeVoe |
True Value Understanding what drives the value of your financial advisory firm will not only increase your payday when you sell, it will also increase the firm's profitability -- and consequently, your compensation -- each year you continue to own the business. |
Financial Advisor September 2009 Joel P. Bruckenstein |
What Are The Odds? A look at whether Monte Carlo simulations help or hinder the planning process. |
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. |
The Motley Fool June 21, 2004 Charly Travers |
Biotech's Full Monte When it comes to valuing biotech companies, the Monte Carlo simulation lets investors leave the guesswork behind and the random sampling to a computer. |
Inc. March 2008 Elaine Appleton Grant |
Your Turn in the Spotlight Business for sale: A Tennessee company that produces events and concerts, for $2 million. |
Commercial Investment Real Estate Mar/Apr 2007 Michael S. Weiner |
A Good Clause Landlords, tenants, and real estate buyers and sellers would be well-advised to pay particular attention to force majeure language to protect from natural and human disasters. |
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. |
Entrepreneur May 2007 Barry Farber |
Cut to the Chase Sales cycle dragging? These 6 tips will make it shorter - and sweeter. |
Financial Advisor November 2011 Joni Youngwirth |
Outside The Box The pros and cons of choosing an external successor. |
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. |
The Motley Fool July 11, 2006 Robert Sheard |
Mission: Psychological Do you really know what makes a stock price rise or fall? Which ones do you want and how much are you willing to pay for them today? It all boils down to perceptions. In other words, investor psychology is the name of the game. |
Inc. September 1, 2000 Jill Andresky Fraser |
The Flip Side of the Boom Buyers have an unusually high number of solid companies to choose from. Your best bet is to get your business in tip-top shape before taking it to market... |
Investment Advisor October 2006 Bob Clark |
Swimming With The Sharks Read the fine print before selling your financial advisory firm to a strategic buyer. |
The Motley Fool January 19, 2007 Rick Aristotle Munarriz |
E*Trade Buys a Vowel The discount broker keeps growing. Investors, take note. |
Financial Planning July 28, 2005 David Goad |
What Are You Worth? Few subjects are as confusing as assessing the monetary value of a financial practice. Before you look at multiples, figure out where all your financial firm's value lies. |
Inc. October 2004 Norm Brodsky |
Street Smarts: Presumed Guilty Let your lawyers stick to lawyering. The business decisions should remain in your hands. |