| Similar Articles |
|---|
 |
Financial Planning
February 1, 2005
David Grau |
Research Assignment When buying or selling a financial advisory firm, due diligence may be the most important thing you do before signing on the dotted line.   |
Financial Planning
April 1, 2005
David Grau |
Make Them Say Yes Once they have found the right practice to buy, financial advisers should follow these steps to make sure they get noticed in a seller's market. |
Investment Advisor
October 2007
Joni Youngwirth |
It's Not All Gold No doubt, buying a practice is a good way to grow if you find a firm that is right for you. But unless you do, don't be sucked into the buying frenzy. |
The Motley Fool
November 23, 2004 |
The Scoop on Buyer Brokers When buying a home, hire someone who works for you. |
Financial Planning
September 1, 2005
John J. Bowen |
Cashing In When it finally comes time to sell your financial planning firm, don't make these mistakes: Not Thinking Like an Entrepreneur... Not Adequately Preparing... Not Using a Systematic Process... etc. |
Financial Planning
May 1, 2005
David Grau |
Deal Breakers What are the problems that derail purchases of financial advisory practices, and how can you avoid them. |
Financial Planning
September 1, 2005
David A. Twibell |
For Sale Signs Savvy financial advisers can benefit from the coming avalanche of baby boomers ready to sell their financial businesses and retire. |
Inc.
February 2007
Norm Brodsky |
Street Smarts: The Offer, Part Four What would you think about having a team of outside accountants, lawyers, and operations people descend on your business to go through your records, question your employees, dissect everything you do, and judge how good your company really is and how truthful you really are? |
The Motley Fool
April 13, 2005 |
How to Buy a House Don't make common, but costly, mistakes. |
Entrepreneur
October 2004
David Worrell |
Go for the Gold Maybe you've planned it since day one, or maybe you've taken years to decide. But if the time has come to sell your business, find out what you can do to make sure you come out on top. |
Financial Planning
June 1, 2005
David Grau |
An Overlooked Legacy As much as buying or selling a financial advisory practice is about change, continuity is critical. That means keeping systems, processes, and clients in place. |
CFO
April 1, 2008
Marie Leone |
As Fair Value Simmers A "huge valuation challenge" awaits M&A parties when FAS 141(R) takes effect December 15. One solution: Get the deal done now. |
Foundation News & Commentary
Jul/Aug 2005
Andras Kosaras |
Thinking About an Audit? Read This First What kinds of grantmakers get audits and how should a foundation choose an auditor if it opts for this process? |
The Motley Fool
December 1, 2004
Selena Maranjian |
Tips for Selling Your Home Here are some things to know or consider when selling your home. |
National Real Estate Investor
May 1, 2003
Kenneth F. Schwendeman |
On-site Examination An effective way to reduce the risk in acquiring a property and gain negotiating leverage is to include a compliance audit in the due diligence process. |
Financial Planning
July 1, 2005
David Grau |
The Right Exit Option Should you sell your financial planning practice to an internal or an external buyer? Each strategy has its advantages. |
Entrepreneur
October 2004
Crystal Detamore-Rodman |
An Acquired Taste Before you buy that business you're craving, consider seller financing to sweeten the deal. It not only gives you additional comfort, but also some protections and advantages that you otherwise might not have. |
PHONE+
Weldon Long |
Effective Questioning Combats Centuries-Old Selling Problem The author explains how effective questioning can direct the sales process to a successful conclusion for both the buyer and the seller. |
Commercial Investment Real Estate
Nov/Dec 2005
Natsis & McFadden |
Fast-Moving Deals To avoid being caught off guard when bidding for properties, commercial real estate professionals and their clients should understand the motives behind the movement to shorter periods of investigation. |
Inc.
September 1, 2000
Jill Andresky Fraser |
The Flip Side of the Boom Buyers have an unusually high number of solid companies to choose from. Your best bet is to get your business in tip-top shape before taking it to market... |
The Motley Fool
February 8, 2007
Selena Maranjian |
Selecting a Listing Agent You're ready to sell your home. Your first task is to choose a real estate agent. |
Commercial Investment Real Estate
May/Jun 2008
Jennifer D. Sherrill |
Making the Corporate Cut There are special considerations that real estate professionals need to know to secure corporate business and making sure that corporate clients' unique real estate needs are understood, appreciated, and addressed. |
Pharmaceutical Executive
August 1, 2014
Severin Wirz |
Only Fools Rush In The importance of pre-acquisition due diligence. |
Financial Planning
January 1, 2007
David Grau |
The Impact of Taxes When it comes to taxes, financial services practice succession isn't always well planned. What you don't know can hurt you, at the worst possible time. |
Inc.
October 2005
Dalia Fahmy |
Deal Jitters? Now, more acquirers are buying insurance to ease their fears. |
Financial Planning
June 1, 2006
David Grau |
Taking Your Value to the Bank You found the perfect buyer for your financial services practice, got your price and you're retiring. How do you make sure the buyer pays as promised? |
The Motley Fool
August 5, 2005 |
A Buyer Broker Can Help You Not all real estate brokers have your best interest at heart -- be choosy. |
Investment Advisor
October 2005
Grau & Grable |
The Wisdom of the Crowd Yes, buyers are paying more for financial advisory practices. But we can learn much from these wise buyers. |
Financial Advisor
November 2011
Joni Youngwirth |
Outside The Box The pros and cons of choosing an external successor. |
National Real Estate Investor
February 1, 2005
Carlos Treistman |
How to Minimize Investment Risk in Latin America Imagine your company is given an incredible opportunity to enter into a significant joint venture involving prime commercial real estate in the heart of Buenos Aires, Argentina. |
Financial Advisor
August 2004
David J. Drucker |
The New Way to Growth: Buying Another Practice Catching the seller's eye: The key to getting the seller's attention and convincing him to choose you to buy his practice isn't slick marketing that covers up inexperience or lack of capacity. |
Financial Planning
January 1, 2005
David Grau |
Legally Bound If you have never bought or sold a financial advisory practice before, know that doing so comes with risks, too. Work with a law professional, but remember who's in charge. That's how to push your business over the top. |
Entrepreneur
October 2007 |
Purchasing Power Skip the startup and go shopping for your dream business. |
The Motley Fool
March 26, 2007
Mary Dalrymple |
Buyer and Seller Beware Online auction fraud outranks all other Internet complaints. In general, most people who trade on online auction sites are trustworthy, but be on the lookout for the exceptions by heeding these cautions from the FBI and the FTC. |
Commercial Investment Real Estate
Mar/Apr 2007
Michael S. Weiner |
A Good Clause Landlords, tenants, and real estate buyers and sellers would be well-advised to pay particular attention to force majeure language to protect from natural and human disasters. |
InternetNews
April 15, 2009
Michelle Megna |
eBay to Referee Customer Disputes eBay's new dispute resolution process may anger sellers over refund reimbursement clause. |
Commercial Investment Real Estate
Jan/Feb 2011
Andrew Maguire |
Deposit Disputes How can transaction parties avoid earnest money conflicts? |
The Motley Fool
March 1, 2004
Selena Maranjian |
How to Find a Tax Pro Here are some tips to help you find a good tax perfessional. First off, ask for referrals from people whose business savvy you respect. Any accountant can buy advertising, but she can't buy satisfied clients. |
The Motley Fool
May 5, 2005
Marko Djuranovic |
Shake That Seller's Mindset Stock price quotes are geared toward those looking to sell, but it's best to avoid that mindset. Instead, think like a buyer. |
Investment Advisor
August 2006
Mark Tibergien |
Formulas for Success: Get Help If you're buying or selling a financial advisory practice, call the pros. Experienced dealmakers know that the vast majority of the value in a transaction resides in the terms, not in the price. |
HBS Working Knowledge
May 3, 2004
Cullinan Et Al. |
The Secrets of Great Due Diligence Sealing the deal is the easy part. But first comes due diligence. Here's how to calculate your target's stand-alone value. A Harvard Business Review excerpt. |
Investment Advisor
March 2008
Natan & Rudolph |
Three Moves Ahead When your client is ready to sell his business, will you be prepared for this liquidity event, pre-and post-sale? |
U.S. Banker
December 2001
Davis & Rosenbloom |
Now Could Be the Time to Sell The right moves taken today can help banks get the best deal for themselves, their equity holders and their employees... |
Financial Advisor
March 2005
David J. Drucker |
When The Sum Of The Parts Is Greater Than the Whole Selling your financial advisory practice in pieces may benefit you---and your clients. |
The Motley Fool
February 10, 2006 |
Finding a Good Tax Pro If you don't use a tax preparation software program and don't want to prepare your taxes yourself, how should you go about finding a tax pro to do your taxes? Here are some tips. |
The Motley Fool
January 28, 2004
Selena Maranjian |
Save Money on Your Mortgage Why spend more than you have to? There are a few ways you might be able to save money on the next mortgage you secure. |
Bank Director
4th Quarter 2009
Kenneth L. Glascock |
Internal Audit: Boosting Your ROI A high-performance audit function can help the bank and board achieve its risk-adjusted goals. |
The Motley Fool
October 23, 2007
Mary Dalrymple |
Protect Yourself Amid the Mortgage Mess Even without the additional worries surrounding the mortgage industry, home buying can be a complicated business that requires a fair amount of legal expertise. Using a buyer's agent can give you some protection. |
Commercial Investment Real Estate
Mar/Apr 2004
Ronald L. Raitz |
Tax Watch During most real estate sales, prospective buyers offer sellers earnest money as a down payment toward the final transaction. During 1031 exchanges many sellers want to know if they can hold the earnest money. The answer is absolutely. |
Inc.
September 2006
Elaine Appleton Grant |
Hush Money For sale: a manufacturer of sound isolation booths and acoustics products in southern Oregon. |
