How to Value, Buy, or Sell a Financial Advisory Practice : A Manual on Mergers, Acquisitions, and Transition Planning
by Mark C. Tibergien; Owen DahlFormat: eBook
Pub. Date: 2010-05-01
Publisher(s): Bloomberg Press
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Summary
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.
Table of Contents
| Acknowledgments | |
| Introduction | |
| Defining Value | |
| Uncovering True Worth | |
| Evaluating Fiscal Health | |
| The Income Approach to Valuation | |
| Other Approaches to Valuation | |
| Assessing Value | |
| Case Study: the Multiple-Partner Firm | |
| Case Study: the Solo Practitioner | |
| Coming to Terms | |
| The Art of Negotiation | |
| The Seller's Perspective | |
| The Buyer's Perspective | |
| Getting All the Way to Yes | |
| Ounces of Prevention | |
| Essentials of Due Diligence | |
| Antidote to the Postmerger Meltdown | |
| Making It Legal: A Sequence of Steps | |
| Inside Stories | |
| Partnering: A Complex Choreography | |
| Buy-Sell Agreements: The Path to Happier Endings | |
| The Marketplace | |
| Intermediaries: Making the Match | |
| Finding the Ideal Buyer | |
| Building Value: The Firm That Sells Itself | |
| Appendix of Sample Documents | |
| Index | |
| Table of Contents provided by Publisher. All Rights Reserved. |
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