Buying, Selling, And Valuing Financial Practices. The Fp Transitions M&A Guide

Buying, Selling, And Valuing Financial Practices. The Fp Transitions M&A Guide

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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

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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

From bestselling author and industry influencer David Grau Sr

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

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