Product Information
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.Product Identifiers
PublisherJohn Wiley & Sons INC International Concepts
ISBN-139781119207375
eBay Product ID (ePID)223903653
Product Key Features
Number of Pages320 Pages
LanguageEnglish
Publication NameBuying, Selling, and Valuing Financial Practices: the Fp Transitions M&A Guide + Website
Publication Year2016
SubjectFinance
TypeTextbook
AuthorDavid Grau
SeriesWiley Finance
Dimensions
Item Height234 mm
Item Weight522 g
Additional Product Features
Country/Region of ManufactureUnited States
Title_AuthorDavid Grau