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Financial Planning January 1, 2005 John J. Bowen	Sweat Equity Are you creating real value in your financial advisory business, or is it merely a job that few others are interested in buying?
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.
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.
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 Advisor April 2010 Joni Youngwirth	Be Prepared What to consider when thinking of selling your practice.
Inc. October 2004 Darren Dahl	How To Conduct Due Diligence You have 60 to 90 days to make sure that no hidden time bombs are ticking away in the business you are about to acquire. Here's what to keep in mind when conducting due diligence.
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?
Investment Advisor June 2006 Tibergien & Littlechild	Consider the Clients If you are one of the many who is thinking about buying, or merging, your book of business or a substantive advisory firm, no doubt you have thought about risk. Hint: it's the firm's clients who determine its true value. So talk to them.
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, 2006 Elizabeth O'Brien	Bookshelf How to Value, Buy, or Sell a Financial Advisory Practice by Mark C. Tibergien and Owen Dahl is well-organized and easy to follow, with helpful calculations, charts and checklists of questions that both buyers and sellers should ask along the way.
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.
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.
Registered Rep. July 1, 2013 Phillip Flakes	Selling Point Many advisors are coming up on their golden years, but as hard as it is to make the decision to move on, it's even harder to actually sell. Here's a game plan.
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...
CFO April 1, 2003 Edward Teach	Art of the Auction Soliciting bids is an effective way to sell a business -- but review your strategy first.
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 Planning October 1, 2005 Jerry W. Miller	Talk to Her Make no mistake: It is critical to understand your financial advisory clients. Women are attuned to the demands of successful long-term investing and also much more disposed than men to heed professional advice.
Investment Advisor January 2007 Kathleen M. McBride	When Selling Your Practice . . . Advisors are smart about many financial matters, but when it comes to selling their own firm, many are surprised about how much more there is to know.
Inc. June 1, 2000 Jill Andresky Fraser	Company for Sale by Owner -- or Maybe Not Business 101: Who should sell your company? You? A business broker? An investment banker? How to make the call...
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.
Commercial Investment Real Estate Jul/Aug 2010 Cunill-Fals & JShindell	Buying Into Distress This article discusses the typical loan purchase process and some of the advantages and disadvantages of buying nonperforming commercial real estate loans.
Global Services September 1, 2008	The Definitive Survey of Sourcing Advisers Welcome to the first ever study on sourcing advisory companies that covers the views of service buyers and providers.
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.
Investment Advisor June 2007 Mark Tibergien	Real Deals There's more activity than actual movement on the M&A front for financial advisory firms.
Inc. July 2007 Norm Brodsky	Street Smarts: The Offer, Part Nine In negotiating to sell your business, make sure you know how the buyer makes decisions and who the ultimate decision maker is.
Financial Planning November 1, 2005 Kathy Gevlin	Adviser Pulse If you're a successful financial adviser considering a job change, your time has come: Explosive growth in the industry has triggered unprecedented demand for advisory professionals, and limited supply is pushing compensation for top advisers to ever higher levels.
Financial Planning February 1, 2006 John J. Bowen	One of a Kind As investment advice becomes a commodity, it's getting harder for financial planners to differentiate themselves. Here's how to do it.
Financial Planning June 1, 2006 John J. Bowen	The 30-Day Plan Here are three steps you can take right now to jumpstart your financial advisory business.
Financial Planning April 1, 2006 Laurie Lennox	Know Your Team To be successful in the high-net-worth market, financial advisers must know their limitations and establish alliances with a network of qualified professionals to address client needs outside the expertise or abilities of the "quarterback."
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?
Financial Advisor November 2011 Joni Youngwirth	Outside The Box The pros and cons of choosing an external successor.
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.
Financial Planning May 1, 2005 Katherine Vessenes	Your Personal COO A good client service manager can help you grow your financial advisory business.
Financial Planning April 1, 2012 John J. Bowen, Jr.	The Off Ramp Unless modern medicine discovers the secret to immortality, all of us will one day leave our business behind. That means we have to ask ourselves how we want to exit, and start making the appropriate plans to transition on our terms.
Financial Planning May 1, 2006 Barr & May	Service, Please! Aging baby boomers have new wealth -- and new advice needs. Is your financial planning business model flexible enough to keep you in the game?
Wall Street & Technology May 28, 2008 Cory Levine	Client Relationships Are Key for Wealth Managers Aite Group study finds that subject matter expertise and listening skills are most important to clients in building a strong financial planning relationship.
Commercial Investment Real Estate Nov/Dec 2008 Connolly et al.	Debt Transfer While new money is difficult to find in the current economic climate, loan assumptions may provide the prospective debt commercial real estate buyers need to close deals.
Inc. March 2007 Alison Stein Wellner	The Seducers The investors have come calling, seducing you with multimillion-dollar deals. Before you lose your head, consider what can go wrong. Eight private equity pitfalls and how to avoid them.
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 Advisor February 2009 Rebecca Pomering	M&A In A New World The old assumptions about a firm's value have to be tossed out, and advisors must deal with new ones.
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.
Financial Planning December 1, 2005 Beck & Tibergien	Is Your Price Right? A groundbreaking new study shows why it may be time for financial advisers to raise their fees.
Global Services September 12, 2008 Philip Fersht	The Parameters of Evaluating Sourcing Advisory Firms Third-party advisers assistance might be one of the reasons behind the increased level of satisfaction between you and your outsourcing partners. Here's what you should look for before engaging in a pact with these intermediaries.
Financial Planning May 1, 2006 John J. Bowen	Where the Clients Are For financial planners, client referrals are the chief source of qualified prospects, right? Maybe not, according to the latest research.
CFO July 1, 2006 Kate O'Sullivan	Rising Stakes How the strength of private equity is changing M&A for corporate buyers.
Investment Advisor October 2006 Mark Tibergien	The ABCs of IOUs When selling to an insider, financial advisory practice owners have more options than they realize.
Inc. July 2008 Norm Brodsky	Street Smarts: Ask Norm How do you know when it's time to sell -- and other questions from our columnist's readers
Financial Planning March 1, 2005 Katherine Vessenes	Million-Dollar Method Ready for the big time? This quiz will show how you match up with your financial advisory peers.
Financial Planning August 1, 2005 John J. Bowen	Support Network Investment wholesalers may have disappointed financial planners in the past, but with the right approach you can find the ones who will go the extra mile.
Financial Planning January 1, 2006 Glenn G. Kautt	Factors 1-2-3 Fama and French's famous model explains variances in stock prices -- but another three-factor model explains major changes in the value of your firm.