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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 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 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 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.
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.
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.
Commercial Investment Real Estate Jan/Feb 2010 Usow & Newburn	Loan to Own Seller financing attracts potential buyers in a constrained market.
Registered Rep. February 25, 2013 Furey & Cooper	What Is Your Advisory Practice Really Worth? The perils of the valuation gap.
InternetNews April 15, 2009 Michelle Megna	eBay to Referee Customer Disputes eBay's new dispute resolution process may anger sellers over refund reimbursement clause.
The Motley Fool April 13, 2005	How to Buy a House Don't make common, but costly, mistakes.
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.
The Motley Fool March 26, 2007 Mary Dalrymple	Buyer and Seller Beware Online auction fraud outranks all other Internet complaints. In general, most people who trade on online auction sites are trustworthy, but be on the lookout for the exceptions by heeding these cautions from the FBI and the FTC.
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 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 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.
The Motley Fool August 5, 2005	A Buyer Broker Can Help You Not all real estate brokers have your best interest at heart -- be choosy.
Inc. November 1, 2009 Minda Zetlin	Online Barter Exchanges Here are the largest online barter exchanges. All of them let you peruse available goods before joining
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.
Commercial Investment Real Estate Nov/Dec 2009 Lynn & Greene	The Auction Advantage Accelerated marketing gains traction in today's troubled market.
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.
The Motley Fool November 23, 2004	The Scoop on Buyer Brokers When buying a home, hire someone who works for you.
Commercial Investment Real Estate Nov/Dec 2006 Joseph Mardesich	Looking for Leverage Here is how to help clients determine funding sources for small multifamily investments.
Financial Advisor November 2011 Joni Youngwirth	Outside The Box The pros and cons of choosing an external successor.
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 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.
The Motley Fool January 15, 2008 Dan Caplinger	Homebuyers Stay in Control Even industry insiders see weakness in the housing markets until 2009.
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.
Commercial Investment Real Estate Mar/Apr 2004 Ronald L. Raitz	Tax Watch During most real estate sales, prospective buyers offer sellers earnest money as a down payment toward the final transaction. During 1031 exchanges many sellers want to know if they can hold the earnest money. The answer is absolutely.
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.
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.
InternetNews September 30, 2004 Ryan Naraine	PayPal Doubles Buyer Protection on eBay With the Christmas shopping season approaching, PayPal bumps up buyer protection coverage to $1,000.
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.
Registered Rep. July 1, 2013 Phillip Flakes	Selling Point Many advisors are coming up on their golden years, but as hard as it is to make the decision to move on, it's even harder to actually sell. Here's a game plan.
Commercial Investment Real Estate Nov/Dec 2008 Connolly et al.	Debt Transfer While new money is difficult to find in the current economic climate, loan assumptions may provide the prospective debt commercial real estate buyers need to close deals.
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...
Commercial Investment Real Estate May/Jun 2009	Marketing Mastered Candice Chevaillier, CCIM, managing director of The Foundation Group in Seattle, discusses how her background in service and product marketing gives her a step up.
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.
Commercial Investment Real Estate Jul/Aug 2011 Bill Richert	Creative Currency Unlock your property's potential with equity. In the late 1970s I discovered that incorporating value other than cash is what helps to close transactions.
Entrepreneur March 2005 Marc Diener	You First An opening move may make or break a deal. If you can't open your negotiation the right way, you'll have trouble closing it. Here are two opening moves you shouldn't forget.
The Motley Fool March 10, 2006	Your New Home: What to Offer for It How should you go about deciding what price to offer for a home? A little research can save you thousands of dollars.
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.
Commercial Investment Real Estate Jan/Feb 2011 Andrew Maguire	Deposit Disputes How can transaction parties avoid earnest money conflicts?
Registered Rep. July 24, 2014 David Grau Sr.	Charting Your Succession Course The author delineates the usual alternatives for selling an advisor practice.
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.
National Real Estate Investor July 13, 2004	Private Equity Powerhouse Buys 10-Building Florida Portfolio Washington D.C.-based private equity firm Carlyle Group has paid $21.7 million for a 10-building portfolio of flex space in the Miami Lakes region of Florida.
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 5, 2008 Mark Penske	Land of Uncertainty Although it can seem like an impossible task to find the right successor for your financial advisory business, stories and experiences from those who have crossed this line confirm that there is life after the big decision, both short and long term.
Financial Advisor September 2004 David J. Drucker	The New Path To Growth: Buying Another Practice After winning the bid for a financial practice, here's how to successfully transition client relationships to maintain the maximum possible client retention rate.
AskMen.com Brantley Oakey	5 Ways To Finance A Real Estate Investment Whether you're looking to upgrade your current home, buy your first home or start buying rental properties, you're going to need to be smart about your financing. Here are five tips to help lead you down the right path.