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Buying, Selling, and Valuing Financial Practices + Website – The FP Transitions M&A Guide: Wiley Finance

Autor D Grau, Sr.
en Limba Engleză Hardback – 20 oct 2016
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. From the first pages of this unique book, buyers and sellers and merger partners will find detailed information that separately addresses each of their needs, issues and concerns. From bestselling author and industry influencer David Grau Sr. JD, this masterful guide takes you from the important basics of valuation to the finer points of deal structuring, due diligence, and legal matters, with a depth of coverage and strategic guidance that puts you in another league when you enter the M&A space. Complete with valuable tools, worksheets, and checklists on a companion website, no other resource enables you to: * 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 * Navigate the complexities of this highly-regulated profession to achieve consistently great results whether buying, selling, or merging Buying, Selling, & Valuing Financial Practices will ensure that you manage your M&A transaction properly and professionally, aided with the most powerful set of tools available anywhere in the industry, all designed to create a transaction where everyone wins--buyer, seller, and clients.
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Specificații

ISBN-13: 9781119207375
ISBN-10: 1119207371
Pagini: 320
Dimensiuni: 152 x 229 x 17 mm
Greutate: 0.5 kg
Ediția:11
Editura: Wiley
Seria Wiley Finance

Locul publicării:Hoboken, United States

Public țintă

Independent reps, financial advisors, RIA′s, independent insurance professionals, broker–dealers, custodians, clearing firms, and insurance companies.

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Descriere

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.