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Registered Rep. June 19, 2012 Alan Lavine	Best Small Business Insurance Strategies Few financial advisors counsel their small business owner clients on insurance, but they should. Insurance funded by buy-sell agreements is essential for most of these clients.
Registered Rep. November 1, 2005 Daniels, Leibell & Prince	A Plan for All Seasons A buy-sell agreement is an important component of a business owner's estate plan, but unless it is properly drafted and tailored to the particular circumstances, it can do more harm than good.
Financial Planning March 1, 2007 Tere D'Amato	Buy-Sell Review If your financial advisory clients are business owners, updating their buy-sell agreements should be a regular exercise.
The Motley Fool June 27, 2006 Dan Caplinger	Protecting Your Small Business If your business partner moves on, make sure your business can still prosper.
Inc. November 2006 Stephanie Clifford	How To Write a Buy-Sell Agreement Along with a general agreement about ownership and responsibilities, every business with multiple owners needs a buy-sell agreement.
Registered Rep. August 1, 2005 Janet Arrowood	When a Partner Leaves What many partners should do -- and what any rep with an insurance license can help with -- is to fund a buy/sell agreement with life insurance. Before you can come up with the appropriate insurance solution, it is important to understand the thinking that went into the structuring of the buy/sell agreement.
Commercial Investment Real Estate Nov/Dec 2010 Cara Lowe	Business Breakups Preparation pays off when partnerships dissolve.
Financial Planning May 1, 2008 Jeanne Lee	Protection Money Financial planners can cement their position as trusted advisors to small business owners by starting conversations about succession plans that provide a legacy for their families.
Financial Planning October 1, 2009 Martin M. Shenkman	Succession To-Do List Succession planning is a vital component of every estate and financial plan for every professional client and business owner. Here are ten succession planning tips.
Investment Advisor April 2007 Thomas D. Giachetti	First, Hold On to Your Clients Before selling your investment advisory firm, make sure restrictive covenants are in place.
Financial Planning September 1, 2009 Hamburger & Walter	The Missing Piece Succession issues arise with every business, but they're more personal and are subject to more emotions in an entrepreneurial, closely held, professional services firm.
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 July 1, 2009 Donald Jay Korn	Filling the Gaps Clients who own small businesses are likely to face problems in this uncertain economy, and financial planners can help address at least some of their issues.
Financial Planning November 1, 2007 David Grau	Protecting Equity As independent advisors move to evaluate, build and realize the equity in their growing practices, one holdover succession practice threatens to undermine their progress.
HBS Working Knowledge January 21, 2015 John A. Davis	Managing the Family Business: Market Basket's Lessons About Buyouts As the Market Basket CEO showdown demonstrated, family businesses can be messy affairs -- and buyouts the best solution to conflict. So why don't we see more of them?
Financial Planning March 1, 2008 David Grau	In the Minority Transferring equity is an important step in the future of almost every financial services firm. While people don't live forever, a business can, if each succeeding generation plans appropriately. Minority interests are one way to achieve this.
Registered Rep. July 24, 2014 David Grau Sr.	Charting Your Succession Course The author delineates the usual alternatives for selling an advisor practice.
Financial Advisor October 2010 Steve Parrish	Time To Rebuild Financial advisors can help battered business owners plan for the future.
Commercial Investment Real Estate Sep/Oct 2015 Mary Stark-Hood	Succession Planning According to a 2014 Financial Planning Association Survey, the greatest financial challenge facing small business owners is developing a retirement plan and exit strategy.
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.
Financial Advisor February 2008 Rebecca Pomering	Adding New Owners Across the industry -- and in the minds of most advisors -- the debate between internal and external succession continues. Read on for some pros and cons on this important issue.
Investment Advisor January 1, 2011 Mark Tibergien	The Day You Call It A Day The majority of advisors who wish to retire in three years are no more prepared for their exit from the business than those who plan to retire in 10 years.
Investment Advisor December 2006 Charles Goldman	Do It Now; Do It Right It's important for financial advisors to look ahead and ask the question: How do you plan to exit the business? If you're not sure, it's time to consider your options -- sell externally or internally -- and create a business transition plan that spells out the future of your firm.
Registered Rep. March 1, 2007 Ayres & Jones	It Takes a Team When helping a family-owned business develop a succession plan, the financial advisor must act as the quarterback (checking his ego at the door) to get all the right people to cooperate.
Registered Rep. December 1, 2004 Anne Field	Planning for the Handoff Despite the obvious importance, for most small-business owners, careful planning of whom to turn the business over to and when to do it is just about the last thing on their minds. Advisors must persevere to get this job done.
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 September 2006 Kristofor R. Behn	Seller Beware Is selling a financial planning practice to an outsider the best way to extract its true value?
Inc. August 2007 Tom Nawrocki	Family Planning: A Rough Guide to Business Succession Here are some pointers and resources to learn more about succession planning.
Global Services January 24, 2008	Negotiating Service Deals with Equity Services transactions with an equity component are complicated and are associated with a wide range of risks factors. However, they can create positive financial returns if structured carefully. Here are a few guidelines on how to structure such transaction agreements.
National Real Estate Investor January 1, 2005 Rodger D. Young	How to Avoid Legal Battles Over Broker Commissions A recent lawsuit in Detroit stemming from a dispute over a broker's commission reveals the harsh lessons learned about the importance of paying close attention to the commission agreement.
Investment Advisor July 2010 David DeVoe	Succession Planning: Planning Your Future Tips for financial advisors on choosing a successor, valuation, informing clients, etc.
Financial Advisor October 2010 David Lawrence	A View From Both Sides To successfully retire, financial advisors have to carefully plan and develop a clear direction before taking action.
Financial Planning August 1, 2008 David Grau	Worthy Successors In the financial services industry, the general term "succession planning" describes any number of plans to deal with an owner's departure from the business.
PHONE+ August 27, 2009 Philip Josephson	Exit Stage Right By Driving Value If you are an owner of a company, it is important to create an exit plan and to create and preserve value within your company.
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.
Registered Rep. November 1, 2002 Jonathan Arfa	Breaking Up Is Hard to Do Brokers partner up for a variety of reasons. Some kind of contract is needed when a partnership between members of a team of brokers is formed, whether it be between a senior broker and junior colleagues or just between two seasoned brokers. Brokers should consider this contract seriously.
Financial Advisor October 2004 Chaplin & Giachetti	Contingency Planning And Rule 206(4)-7 What must a financial advisor do to comply?
Financial Advisor April 2005 David J. Drucker	Moving On How financial advisory firms are dealing with planners who leave, and take clients with them.
PHONE+ December 30, 2009 Liu & Crowe	Contracts: What Are the Basic Components of an Agent Agreement? A well-drafted agreement will define the rights and responsibilities of the parties involved, so as to minimize the risks that come from uncertainty and misunderstandings.
On Wall Street April 1, 2013 Lorie Konish	Talking to Small Business Owners in Transition When speaking with small business owners, be prepared with specialized knowledge, willingness to coordinate, and the ability to handle emotions.
Financial Planning April 1, 2007 Sheryl Garrett	Co-Owning a Home One way to play the high-priced real estate market is to buy a home with friends or family.
Financial Planning June 1, 2010 Daniel Seivert	Transfer of Power Fewer than 10% of practice owners have developed formal succession plans. Isn't it time you put one in place?
Commercial Investment Real Estate May/Jun 2011 Pappas & Dupre	Conversion Conundrum Repositioning a condo as a rental building requires gaining control.
Entrepreneur November 2006 Carol Tice	Lost in Transition If you don't take steps to ensure your company's future now, you may not have the chance later. Here's how to plan for a smooth business transition.
Inc. March 2008	Partnerships and Selling Your Company The legal options for a minority owner. Plus, how to prepare your company for sale.
On Wall Street January 1, 2013 Mira Fine	Tax Tips for Business Owners What advisors can still do to protect business owners assets even though last year is gone.
Financial Planning October 1, 2011 Matthew F. Erskine	To Collect and Protect The owners thought estate planning wouldn't take much. With unique assets, things aren't always so straightforward. Owners of such assets - such as family businesses, legacy real estate and valuable art, coin and other collections - need to consider specialized risk management.
Investment Advisor March 2010 Mark Tibergien	Formulas for Success: What's a Young Advisor to Do? There is evidence that young advisors feel stymied in their efforts to acquire interests in their firms.
Financial Advisor June 2012 Karen DeMasters	Succession Survival Guide Advisors plan for their clients' futures but often ignore their own.
Registered Rep. December 13, 2011 Charles Paikert	What Advisors Should Know About the Small Business Owner Market The good news: 50 percent of small business owners could use an advisor, and the best prospects, according to the survey, are women, younger owners, and owners who are thinking about retiring.