New PDF release: Buying, selling, and valuing financial practices, + website:

By David Grau Sr.

The Authoritative M&A advisor for monetary Advisors

Buying, promoting, & Valuing monetary Practices shows you ways to accomplish a sale or acquisition of a monetary advisory perform and feature either the customer and vendor stroll away with the absolute best phrases. From the 1st pages of this certain booklet, dealers and and merger companions will locate distinctive info that individually addresses every one in their wishes, concerns and concerns.

From bestselling writer and influencer David Grau Sr. JD, this masterful advisor takes you from the $64000 fundamentals of valuation to the finer issues of deal structuring, due diligence, and felony concerns, with a intensity of assurance and strategic information that places you in one other league for those who input the M&A house. entire with beneficial instruments, worksheets, and checklists on a significant other site, no different source permits you to:

  • Master the techniques of worth and valuation and take this factor “off the desk” early within the negotiation process
  • Utilize complex deal structuring suggestions together with vendor and financial institution financing strategies
  • Understand the way to collect a e-book, perform or enterprise in accordance with the way it was once equipped, and what it truly is in a position to providing within the years to come
  • Navigate the complexities of this highly-regulated occupation to accomplish continuously nice effects no matter if procuring, promoting, or merging

Buying, promoting, & Valuing monetary Practices will make sure that you deal with your M&A transaction appropriately and professionally, aided with the main robust set of instruments to be had wherever within the undefined, all designed to create a transaction the place each person wins—buyer, vendor, and clients.

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Extra info for Buying, selling, and valuing financial practices, + website: the FP transitions M et A guide

Example text

The closing point is that sellers can build enterprise strength over the last 5 to 10 years of their career in order to generate better value and a wider array of choices at or near career end. Alternatively, prospective sellers can choose not to embark on such a journey and simply sell earlier, albeit for less value. Obtaining a formal valuation and learning from the process and talking to a qualified consultant can help you make a smart and practical decision. Organizing the Marketplace In 1999, FP Transitions was founded to create a systematic way for a seller to find a buyer of a financial services or advisory practice and to efficiently handle the many details of selling, documenting, realizing value, and successfully transitioning the client relationships.

Sometimes the sale is prompted by an advisor who wants a good, old-fashioned, well-earned retirement. Sometimes the seller has no intention of retiring, at least not in the commonly used sense of the word. Entrepreneurs forever, many sellers have something else in mind and, The Basics You Need to Know 13 once their clients are well taken care of, they use their time and energy (and money) to do something they’ve always wanted to do. Take Glen Janken, for instance, who gave us permission to share his unique and fascinating tale.

1 Most independent advisors who consider retirement wonder if they should sell internally or externally. The truth of the matter is that, at least at the job/book and practice levels, neither result is going to occur in significant numbers—not yet, anyway. The number one exit strategy, as you’ve now learned, is attrition. Attrition is the process of enjoying the cash flow provided by the work for as long as it will last once the single owner stops investing their full time, attention, energy, and funds.

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