HOW TO VALUE, BUY, OR SELL A FINANCIAL ADVISORY PRACTICE: By Mark C. Tibergien

Description: 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 Planningone of the predecessors to the Financial Planning Associationwas 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 issuethe value of the firm. Unfortunately, many advisers--whether veteran or novicesimply don't know the worth of their practice or how to influence it. That's whyHow to Value, Buy, or Sell a Financial-Advisory Practiceis such an important book. It takes advisers carefully through the logic and the legwork of coming to a true assessment of one of their most important personal assetstheir 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. Please ask any questions and examine all photos carefully prior to initiating a purchase or making an offer. I don't accept returns unless the item arrives to you damaged or not as described in the original listing (refer to eBay return policy). If a return becomes necessary the buyer will be responsible for the return shipping cost. Im happy to provide extra photos and answer any questions you might have to the best of my knowledge! Prompt payment is always appreciated and my shipping is quick! If you have problems with your order please contact me and we will find an appropriate solution. Great customer experience and positive feedback for both the buyer and myself is my goal! Thanks for looking and have a blessed day!

Price: 80.09 USD

Location: Virginia Beach, Virginia

End Time: 2024-12-09T03:21:29.000Z

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