How to Value, Buy, or Sell a Financial Advisory Practice: A Manual on Mergers, Acquisitions, and Transition Planning
by Mark C. Tibergien, Owen Dahl
How to Value, Buy, or Sell a Financial Advisory Practice offers a focused guide to the business decisions surrounding advisory-firm ownership. Covering valuation, mergers, acquisitions, buying, selling, and transition planning, it provides a practical reference for understanding the major elements of financial advisory practice transactions.
About This Book
This manual focuses on financial advisory practices and the considerations involved in valuing them.
It addresses the processes of buying or selling a practice, with attention to mergers and acquisitions.
The book also examines transition planning as part of changing ownership or leadership.
It serves as a business reference for readers seeking a structured overview of these practice-management decisions.
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