Related Books

How to Value, Buy, or Sell a Financial Advisory Practice
Language: en
Pages: 355
Authors: Mark C. Tibergien
Categories: Business & Economics
Type: BOOK - Published: 2010-05-13 - Publisher: John Wiley and Sons

DOWNLOAD EBOOK

Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—wa
Buying, Selling, and Valuing Financial Practices, + Website
Language: en
Pages: 325
Authors: David Grau, Sr.
Categories: Business & Economics
Type: BOOK - Published: 2016-08-22 - Publisher: John Wiley & Sons

DOWNLOAD EBOOK

The Authoritative M&A Guide for Financial Advisors Buying, Selling, & Valuing Financial Practices shows you how to complete a sale or acquisition of a financial
Practice Made (More) Perfect
Language: en
Pages: 342
Authors: Mark C. Tibergien
Categories: Business & Economics
Type: BOOK - Published: 2011-08-09 - Publisher: John Wiley & Sons

DOWNLOAD EBOOK

A revised and expanded look at how to thrive and prosper in the financial advisory business A new and revised edition of the eye-opening, no-nonsense handbook o
How to Build Your Financial Advisory Business and Sell It at a Profit
Language: en
Pages: 353
Authors: Al Depman
Categories: Business & Economics
Type: BOOK - Published: 2009-10-21 - Publisher: McGraw Hill Professional

DOWNLOAD EBOOK

Too many financial advisors simply close shop when they decide to exitthe business—squandering untold goodwill and legacy business. Why waste a great opportun
Succession Planning for Financial Advisors
Language: en
Pages: 230
Authors: David Grau, Sr.
Categories: Business & Economics
Type: BOOK - Published: 2014-06-02 - Publisher: John Wiley & Sons

DOWNLOAD EBOOK

This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becomi