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Investment Advisor
August 2007
Thomas D. Giachetti |
Internal Medicine Because of the "graying" of the industry, it is increasingly important for advisory firms to consider succession planning issues, whether via internal succession or an external acquisition or sale. Critical to any successful succession is having the appropriate underlying documents in place.   |
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.
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. |
Commercial Investment Real Estate
Nov/Dec 2010
Cara Lowe |
Business Breakups Preparation pays off when partnerships dissolve. |
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. |
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. |
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.
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. |
HBS Working Knowledge
May 20, 2014 |
Managing the Family Business: Survival's Secret Sauce The secret sauce for surviving from generation to generation, says family-business expert John Davis, has three main ingredients: growth, talent and unity. |
The Motley Fool
April 11, 2007
David Lee Smith |
Clear Channel May Need a Sweetener The proposed private equity buyout of Clear Channel Communications may be doomed. Investors need to monitor the media company's progress carefully. |
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. |
The Motley Fool
March 20, 2007
Tom Taulli |
Private Equity on Trial Delaware's court ruling on Netsmart's small buyout may have big implications for shareholders. |
The Motley Fool
September 7, 2006
Aswath Damodaran |
The Return of Leveraged Buyouts Investors, get up to speed on this resurgent financial trend. Several key consequences for investors, positive and negative, emerge from these buyouts. |
HBS Working Knowledge
March 30, 2015
Davis & Pellegrin |
Managing the Family Business: Preparing to Sell Most families are loath to sell the legacy business, but there are good reasons to do so, says John A. Davis. |
Registered Rep.
July 24, 2014
David Grau Sr. |
Charting Your Succession Course The author delineates the usual alternatives for selling an advisor practice. |
Information Today
September 16, 2014
George H. Pike |
Federal Court Holds 'Browsewrap' Agreement Unenforceable In a decision that raises questions about the legality of "browsewrap" agreements on ecommerce websites, a California court ruled that a browsewrap agreement in the form of a hyperlink to a separate webpage is not enforceable. |
The Motley Fool
May 31, 2007
Brian Lawler |
Bradley Offers to Buy Itself The drugmaker's CEO offers to take the company private. But are all buyout offers a good deal for shareholders? |
The Motley Fool
April 4, 2007
Tom Taulli |
Quovadx Sick of Public Markets Software and data company Quovadx's buyout looks fairly cheap, compared to recent deals. |
The Motley Fool
October 2, 2007
Tom Taulli |
Acxiom of Shareholder Evil ValueAct Capital Partners said it plans to abandon its buyout of Acxiom, causing shares of the information-based product development company to tumble. |
BusinessWeek
May 10, 2004
Jack Ewing |
Wanted: European Buyout Targets Private equity deals are picking up on the Continent -- but is a surge really ahead? |
Financial Advisor
April 2005
David J. Drucker |
Moving On How financial advisory firms are dealing with planners who leave, and take clients with them. |
The Motley Fool
December 2, 2009
Anders Bylund |
Give It Up, Cisco The networking giant keeps giving second chances to the owners of Norwegian teleconference specialist Tandberg -- and third chances, and fourth, and ... |
Financial Advisor
July 2004
Grove & Prince |
The Concerns of America's Small Business Owners Family owners have a different perspective, and may need different solutions. |
The Motley Fool
March 19, 2007
David Lee Smith |
Clear Channel's Iffy Deal The anticipated private equity buyout of Clear Channel Communications is running into headwinds. This company warrants careful attention from investors. |
HBS Working Knowledge
September 1, 2003
Jim Heskett |
To Whom Should Boards be Accountable? In his newly published book, Authentic Leadership, Bill George reopens this question, based in part on his former role as CEO of a highly respected S&P 500 U.S. corporation. |
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. |
Home Theater
October 25, 2007 |
Harman Deal Off Looks like Harman International won't be making the transition from public to private company after all. The buyout is on the rocks. |
BusinessWeek
March 7, 2005
Justin Hibbard |
Rescuing Tech's Orphans Call it salvage capital. More private equity is flowing into struggling companies. By fixing up these neglected outfits, Garnett & Helfrich Capital and other buyout firms plan to give these tech companies a new lease on life. |
