How to Value, Buy, or Sell a Financial Advisory Practice: A Manual on Mergers, Acquisitions, and Transition Planning (Bloomberg Financial)
by Mark C. Tibergien, Owen Dahl
A focused guide to valuing, buying, and selling financial advisory practices. It explores mergers and acquisitions alongside transition planning, offering a practical resource for professionals considering ownership changes, transactions, or the broader business considerations involved in transferring an advisory practice.
About This Book
This manual addresses the valuation of financial advisory practices.
It covers considerations involved in buying or selling an advisory practice.
The book also focuses on mergers and acquisitions within the financial advisory field.
Transition planning is included as a central part of practice ownership and change.
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