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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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
Registered Rep.
February 25, 2013
Furey & Cooper
What Is Your Advisory Practice Really Worth? The perils of the valuation gap. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Inc.
September 2006
Elaine Appleton Grant
Hush Money For sale: a manufacturer of sound isolation booths and acoustics products in southern Oregon. mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
November 23, 2004
The Scoop on Buyer Brokers When buying a home, hire someone who works for you. mark for My Articles similar articles
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... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
May 2008
Mark Tibergien
Time of Reckoning In volatile times, the reality of practice valuations is exposed. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles 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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
September 2009
Joel P. Bruckenstein
What Are The Odds? A look at whether Monte Carlo simulations help or hinder the planning process. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Entrepreneur
May 2007
Barry Farber
Cut to the Chase Sales cycle dragging? These 6 tips will make it shorter - and sweeter. mark for My Articles similar articles
Financial Advisor
November 2011
Joni Youngwirth
Outside The Box The pros and cons of choosing an external successor. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles
Investment Advisor
October 2006
Bob Clark
Swimming With The Sharks Read the fine print before selling your financial advisory firm to a strategic buyer. mark for My Articles similar articles
The Motley Fool
January 19, 2007
Rick Aristotle Munarriz
E*Trade Buys a Vowel The discount broker keeps growing. Investors, take note. mark for My Articles similar articles
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. mark for My Articles similar articles
Inc.
October 2004
Norm Brodsky
Street Smarts: Presumed Guilty Let your lawyers stick to lawyering. The business decisions should remain in your hands. mark for My Articles similar articles