Financial planning is a young industry. The International Association of Financial Planning--one of the predecessors to the Financial Planning Association--was formed less than forty years ago. But as the profession's first tier of advisers reaches maturity, the decisions that may be part of transition planning for their firms loom large. A sale? A partner buyout? A merger? No matter what the choice, its viability hinges on one critical issue--the value of the firm. Unfortunately, many advisers--whether veteran or novice- ...
Read More
Financial planning is a young industry. The International Association of Financial Planning--one of the predecessors to the Financial Planning Association--was formed less than forty years ago. But as the profession's first tier of advisers reaches maturity, the decisions that may be part of transition planning for their firms loom large. A sale? A partner buyout? A merger? No matter what the choice, its viability hinges on one critical issue--the value of the firm. Unfortunately, many advisers--whether veteran or novice--simply don't know the worth of their practice or how to influence it. That's why "How to Value, Buy, or Sell a Financial-Advisory Practice" is such an important book. It takes advisers carefully through the logic and the legwork of coming to a true assessment of one of their most important personal assets--their business. Renowned for their years of experience helping advisers tackle the daunting challenges related to the valuation, sale, and purchase of advisory firms, Mark C. Tibergien and Owen Dahl offer guidance that's essential and solutions that work.
Read Less
Add this copy of How to Value, Buy, Or Sell a Financial Advisory to cart. $31.20, good condition, Sold by HPB-Red rated 5.0 out of 5 stars, ships from Dallas, TX, UNITED STATES, published 2006 by Bloomberg Press.
Choose your shipping method in Checkout. Costs may vary based on destination.
Seller's Description:
Good. Connecting readers with great books since 1972! Used textbooks may not include companion materials such as access codes, etc. May have some wear or writing/highlighting. We ship orders daily and Customer Service is our top priority!
Add this copy of How to Value, Buy, Or Sell a Financial Advisory to cart. $37.31, fair condition, Sold by Goodwill Books rated 5.0 out of 5 stars, ships from Hillsboro, OR, UNITED STATES.
Add this copy of How to Value, Buy, Or Sell a Financial Advisory to cart. $70.70, good condition, Sold by Shootingstar Media rated 1.0 out of 5 stars, ships from Carpentersville, IL, UNITED STATES.
Add this copy of How to Value, Buy, Or Sell a Financial Advisory to cart. $78.72, good condition, Sold by Bonita rated 4.0 out of 5 stars, ships from Newport Coast, CA, UNITED STATES, published 2006 by Bloomberg Press.
Add this copy of How to Value, Buy, Or Sell a Financial Advisory to cart. $118.00, new condition, Sold by Russell Books rated 4.0 out of 5 stars, ships from Victoria, BC, CANADA.
Add this copy of How to Value, Buy, Or Sell a Financial Advisory to cart. $132.74, new condition, Sold by GridFreed rated 5.0 out of 5 stars, ships from North Las Vegas, NV, UNITED STATES, published 2006 by Bloomberg Press.
Add this copy of How to Value, Buy, Or Sell a Financial Advisory to cart. $166.35, new condition, Sold by Bonita rated 4.0 out of 5 stars, ships from Newport Coast, CA, UNITED STATES, published 2006 by Bloomberg Press.
