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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.   |
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Loan to Own Seller financing attracts potential buyers in a constrained market. |
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February 1, 2005
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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. |
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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? |
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October 2004
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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. |
Financial Planning
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Deal Breakers What are the problems that derail purchases of financial advisory practices, and how can you avoid them. |
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Best Buys Structured sales can provide profitable advantages for both purchasers and sellers of investment properties. |
Financial Planning
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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. |
The Motley Fool
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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. |
Financial Planning
June 1, 2005
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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. |
Investment Advisor
October 2007
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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
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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. |
AskMen.com
Brantley Oakey |
5 Ways To Finance A Real Estate Investment Whether you're looking to upgrade your current home, buy your first home or start buying rental properties, you're going to need to be smart about your financing. Here are five tips to help lead you down the right path. |
Registered Rep.
July 24, 2014
David Grau Sr. |
Charting Your Succession Course The author delineates the usual alternatives for selling an advisor practice. |
Entrepreneur
November 2002
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Why Should You Take the Fall? A big client's bankruptcy shouldn't mean life or death for your business. Insure yourself with a UCC (Uniform Commercial Code) filing. |
CFO
March 1, 2008
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No Uncertain Terms In a tight economy, CFOs must learn the delicate art of turning the screws. |
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. |
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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. |
The Motley Fool
April 13, 2005 |
How to Buy a House Don't make common, but costly, mistakes. |
