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How to Value, Buy, or Sell a Financial Advisory Practice: A Manual on Mergers, Acquisitions, and Transition Planning
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About How To Value, Buy, Or Sell A Financial Advisory
Product Description 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. It 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. Review "Anyone looking to value, buy or sell a practice will find it an invaluable resource." - Financial Planning "A thoroughly comprehensive book. Whether you’re in the market to sell your firm or acquire someone else’s, you will find it valuable in assessing both the present and future value of your operations." - Research magazine "Whether you are buying a practice, selling a practice, or just looking to maximize the value of your existing practice, this book will give you the tools you require to do so. I highly recommend it." - MorningstarAdvisor.com Review "Don't make the mistake of trying to buy or sell a financial-advisory practice without having first read this book. You'll have a clear advantage in negotiating if the other party has failed to read it." - David J. Drucker, MBA, CFP President, Drucker Knowledge Systems Coauthor, Virtual-Office Tools for a High-Margin Practice "This book is a must-read for all investment advisers who someday hope to sell their practices or combine them with other firms. It provides industry professionals with invaluable insight into the various aspects of a successful practice transition." - Thomas D. Giachetti, Esq. Chairman, Securities Practice Group Stark & Stark, Attorneys at Law "Mark Tibergien is the Peter F. Drucker of the financial-advisory industry. This book is a must-read. Principals of advisory firms ignore his counsel at their peril. Value is a word of many meanings. Whether you're a buyer or a seller of an advisory practice, Mark and Owen's book takes the mystery out of the transactions, giving the reader a complete road map through the process. Principals of financial-advisory firms often procrastinate on one of the most important decisions of their business life. Building value in your business and executing a transition are not easy. You have three options: a transition to a strategic party, to a financial buyer, or to the next generation. The fourth option--to do nothing and let your heirs worry about it--is not really an option. The transition can be made a lot less painful by following the advice in this book." - Scott D. Roulston Managing Partner, Fairport Asset Management, LLC "Mark and Owen have done a wonderful job bringing together all aspects of valuing, buying, and selling a financial-advisory practice into one, comprehensive, easy-to-follow book. I wish I'd had this book when we made our first acquisition." - Mark C. Soehn Principal, Managing Director Financial Solutions Advisory Group "Tibergien and Dahl have delivered an excellent road map for financial-advisory firms seeking to avoid the critical mistakes that often result when deriving and realizing firm value. This comprehensive guide identifies the steps in the process and provides key insights into how to correctly identify and realize the value of your financial-advisory practi
