How to Value, Buy, or Sell a Financial Advisory Practice by Mark C Tibergien

How to Value, Buy, or Sell a Financial Advisory Practice by Mark C Tibergien

Financial planning is a young industry. The International Association of Financial Planning--one of the predecessors to the Financial Planning Association--was formed less than forty years ago. But as the profession's first tier of advisers reaches maturity, the decisions that may be part of transition planning for their firms loom large. A sale? A partner buyout? A merger? No matter what the choice, its viability hinges on one critical issue--the value of the firm.

Unfortunately, many advisers--whether veteran or novice--simply don't know the worth of their practice or how to influence it. That's why How to Value, Buy, or Sell a Financial-Advisory Practice is such an important book. It takes advisers carefully through the logic and the legwork of coming to a true assessment of one of their most important personal assets--their business.

Renowned for their years of experience helping advisers tackle the daunting challenges related to the valuation, sale, and purchase of advisory firms, Mark C. Tibergien and Owen Dahl offer guidance that's essential and solutions that work.

Cohen, Frank: - Frank Cohen is principal and Senior Analyst for The Frank Cohen Group, LLC and a certified Master Black Belt in Lean Six Sigma. As a consultant and researcher, his areas of expertise include data mining, predictive analytics, applied statistics, process improvement and evidence-based decision support. Mr. Cohen is the author of several books and has published numerous articles and studies, as well as having trained thousands of physicians, administrators, CPAs and other healthcare professionals.

SKU	Unavailable
ISBN 13	9781576601747
ISBN 10	1576601749
Title	How to Value, Buy, or Sell a Financial Advisory Practice
Author	Mark C Tibergien
Series	Bloomberg Financial
Condition	Unavailable
Binding Type	Hardback
Publisher	Bloomberg Press
Year published	2006-07-01
Number of pages	352
Cover note	Book picture is for illustrative purposes only, actual binding, cover or edition may vary.