|
|
Sold Out
Book Categories |
Acknowledgments.
Introduction.
Part 1. Defining Value.
1 Uncovering True Worth.
2 Evaluating Fiscal Health.
3 The Income Approach to Valuation.
4 Other Approaches to Valuation.
Part 2. Assessing Value.
5 Case Study: the Multiple-Partner Firm.
6 Case Study: the Solo Practitioner.
Part 3. Coming to Terms.
7 The Art of Negotiation.
8 The Seller’s Perspective.
9 The Buyer’s Perspective.
10 Getting All the Way to Yes.
Part 4. Ounces of Prevention.
11 Essentials of Due Diligence.
12 Antidote to the Postmerger Meltdown.
13 Making It Legal: A Sequence of Steps.
Part 5. Inside Stories.
14 Partnering: A Complex Choreography.
15 Buy-Sell Agreements: The Path to Happier Endings.
Part 6. The Marketplace.
16 Intermediaries: Making the Match.
17 Finding the Ideal Buyer.
18 Building Value: The Firm That Sells Itself.
Appendix of Sample Documents.
Index.
| Price | Condition | Delivery | Seller | Action |
| $99.99 | Digital |
| WonderClub |
Alex Hobbs
reviewed How to Value, Buy, or Sell a Financial Advisory Practice: A Manual on Mergers, Acquisitions, and Transition Planning on August 03, 2014
How to Value, Buy, or Sell a Financial Advisory Practice: A Manual on Mergers, Acquisitions, and Transition Planning
I purchased the original book in 2008 just when I was entering this field of work.
This 'revised' edition has very little to add to the original book, but is still a very good compilation.
There are some heroes of old and some who still hold their sway post the 2008/09 mayhem. A must read for people who like understanding the motivations of HF managers and an insight into their personalities.
Login|Complaints|Blog|Games|Digital Media|Souls|Obituary|Contact Us|FAQ
CAN'T FIND WHAT YOU'RE LOOKING FOR? CLICK HERE!!! X
You must be logged in to add to WishlistX
This item is in your Wish List
X
This item is in your Collection
How to Value, Buy, or Sell a Financial Advisory Practice: A Manual on Mergers, Acquisitions, and Transition Planning
X
This Item is in Your Inventory
How to Value, Buy, or Sell a Financial Advisory Practice: A Manual on Mergers, Acquisitions, and Transition Planning
X
You must be logged in to review the productsX
X
X
Add How to Value, Buy, or Sell a Financial Advisory Practice: A Manual on Mergers, Acquisitions, and Transition Planning, 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, How to Value, Buy, or Sell a Financial Advisory Practice: A Manual on Mergers, Acquisitions, and Transition Planning to the inventory that you are selling on WonderClubX
X
Add How to Value, Buy, or Sell a Financial Advisory Practice: A Manual on Mergers, Acquisitions, and Transition Planning, 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, How to Value, Buy, or Sell a Financial Advisory Practice: A Manual on Mergers, Acquisitions, and Transition Planning to your collection on WonderClub |