||1 of 1 people found the following review helpful.| Before you play the game, learn the rules.|By Michael G. Hurst Sr. ChFC|For most of us, selling a financial practice is a one time event and the Capstone to a career.. It is an extremely complex process with many pitfalls for the unwary. From evaluation to structure to transition and very much more, this book is the first part of the "due diligence" you owe yourself. Without h|From the Inside Flap||The purpose of this book is to help advisors understand how to sell what they've built to someone else for maximum value and at optimum tax rates. It is also written to help those on the other end of the deal, so that buyers may understand
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.
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[PDF.lc61] Buying, Selling, and Valuing Financial Practices: The FP Transitions M&A Guide (Wiley Finance) Rating: 3.69 (434 Votes)
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