How to Value, Buy, or Sell a Financial Advisory Practice: A Manual on Mergers, Acquisitions, and Transition Planning by Mark Tibergien, Owen Dahl

Synopsis

When a financial adviser is looking to buy, merge with another, or sell their own advisory practice. For accountants, brokers, financial planners, advisers, and the like from the industry's best-known and respected figures.

Annotation

Many financial professionals don't know the worth of their practices or how to influence it. How to Value, Buy, or Sell a Financial-Advisory Practice 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.