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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.   |
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. |
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. |
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.
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... |
Entrepreneur
April 2008
Nichole L. Torres |
No Sour Grapes Sure, wine has been hot for a few years now - but the latest trend is hobnobbing with clients at wine-tasting establishments like wineries and wine bars. |
Inc.
April 1, 2002
Jill Andresky Fraser |
Business for Sale Roundup: Nothing's Moving Buyers are looking for companies. Sellers are ready to exit. So how come nothing's moving? Times are tough for business owners who are ready to sell their companies... |
BusinessWeek
July 25, 2005
James E. Ellis |
The Power of One Palate In "The Emperor of Wine: The Rise of Robert M. Parker, Jr., and the Reign of American Taste," Elin McCoy delivers an illuminating look at and fascinating analysis of the substantial influence on the global wine market by America's preeminent oenophile. |
The Motley Fool
July 21, 2006
Roy Lewis |
Tax Your Shorts Before you short a stock, know the tax rules involved. |
The Motley Fool
May 28, 2004
Roy Lewis |
Shorting Stocks: Tax Aspects When taxes complicate a simple short sale, you'll need a few clear guidelines. |
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. |
Inc.
July 2006
Max Chafkin |
May I Show You a Cabernet? What to look for in a wine store. |
The Motley Fool
November 18, 2005
Roy Lewis |
Tax Your Shorts When you sell stocks short, don't forget to give the IRS its cut. |
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. |
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. |
The Motley Fool
November 23, 2004 |
The Scoop on Buyer Brokers When buying a home, hire someone who works for you. |
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. |
BusinessWeek
June 26, 2006
Stephen J. Adler |
Welcome, Robert Parker Wine critic Robert Parker is joining BusinessWeek as a columnist. |
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? |
Financial Planning
September 1, 2007
Glenn G. Kautt |
Helping the Handoff Survey results show that business owners are in need of help when it comes to transition planning. There are four phases in the transition of a business where advisors can help their clients. |
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... |
Registered Rep.
December 1, 2004
Mindy Diamond |
Packing the Parachute Success in the brokerage industry can be as much about mindset as anything else, so it comes as little surprise that advisors avoid negative thoughts, such as the potential necessity of a quick exit from their practice. |
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. |
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. |
Registered Rep.
January 1, 2005
Mindy Diamond |
A Clean Escape, With an Accomplice Brokers tempted to leap at a lucrative job at another firm are often held back by inertia, but in increasing numbers they are finding the powerful force they need to get moving: hungry branch managers. |
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 Advisor
September 2004
David J. Drucker |
The New Path To Growth: Buying Another Practice After winning the bid for a financial practice, here's how to successfully transition client relationships to maintain the maximum possible client retention rate. |
BusinessWeek
May 3, 2004
Amy Cortese |
Wine: Winner By A Nose Ratings can guide you into the world of wine, but trust your own taste, too. |
Entrepreneur
October 2003
Nichole L. Torres |
Grape Expectations Are you thinking about getting into the wine business? Here's a taste of what awaits you. |
Investment Advisor
March 2006
Mark Tibergien |
Formulas for Success: Preparing for the Fall Are you succeeding at succession? This question increasingly comes up as advisors see each month flip away, and each year change a digit. In the autumn of your career, are you prepared for the inevitable? |
Entrepreneur
April 2008
Amanda C. Kooser |
Bottoms Up! Here's what every online alcohol startup needs to know. |
Inc.
December 1, 2002
Kate O'Sullivan |
Business for Sale: Little Napa on the Prairie Over a nice cabernet, you've mused about someday buying a vineyard and winery. But are 12-hour workdays your style? |
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. |
Job Journal
March 25, 2012
Pete Leibman |
Getting Real About Your Dream Job What is your dream job? No, I mean realistically. If every job paid the same and you had to work full time doing something you're capable of, what would you choose? For many of us, that's not an easy question to answer. |
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. |
National Real Estate Investor
February 1, 2006
Benjamin J. M. Dutton |
Drama Over Due Diligence Commercial real estate investors should recognize that current standards are the minimum requirement, and may not provide them with adequate due diligence. Investors should ensure that due diligence evaluations completed are all-encompassing in nature. |
InternetNews
January 29, 2004
Colin Haley |
Thomson's CCBN Buy Ends Corporate Spy Case The financial information giant acquires the online investor relations specialist and in the process does away with a nasty lawsuit. |
