Wednesday , September 23 2020

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Buying, Selling, and Valuing Financial Practices


ISBN: 1119207371 | 2016 | PDF | 320 Pages | 62 MB

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 advisory practice and have both the buyer and seller walk away with the best possible terms.

Master the concepts of value and valuation and take this issue “off the table” early in the negotiation process
Utilize advanced deal structuring techniques including seller and bank financing strategies
Understand how to acquire a book, practice or business based on how it was built, and what it is capable of delivering in the years to come.

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