Buying, Selling, and Valuing Financial Practices

The FP Transitions M&A Guide

Business & Finance, Finance & Investing, Finance
Cover of the book Buying, Selling, and Valuing Financial Practices by David Grau Sr., Wiley
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Author: David Grau Sr. ISBN: 9781119207382
Publisher: Wiley Publication: August 15, 2016
Imprint: Wiley Language: English
Author: David Grau Sr.
ISBN: 9781119207382
Publisher: Wiley
Publication: August 15, 2016
Imprint: Wiley
Language: English

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.

From bestselling author and industry influencer David Grau Sr. JD, this masterful guide takes you from the important basics of valuation to the finer points of deal structuring, due diligence, and legal matters, with a depth of coverage and strategic guidance that puts you in another league when you enter the M&A space. Complete with valuable tools, worksheets, and checklists on a companion website, no other resource enables you to:

  • Master the concepts of value and valuation and take this issue “off the table” early in the negotiation process
  • Utilize advanced deal structuring techniques including seller and bank financing strategies
  • Understand how to acquire a book, practice or business based on how it was built, and what it is capable of delivering in the years to come
  • Navigate the complexities of this highly-regulated profession to achieve consistently great results whether buying, selling, or merging

Buying, Selling, & Valuing Financial Practices will ensure that you manage your M&A transaction properly and professionally, aided with the most powerful set of tools available anywhere in the industry, all designed to create a transaction where everyone wins—buyer, seller, and clients.

View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart

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.

From bestselling author and industry influencer David Grau Sr. JD, this masterful guide takes you from the important basics of valuation to the finer points of deal structuring, due diligence, and legal matters, with a depth of coverage and strategic guidance that puts you in another league when you enter the M&A space. Complete with valuable tools, worksheets, and checklists on a companion website, no other resource enables you to:

Buying, Selling, & Valuing Financial Practices will ensure that you manage your M&A transaction properly and professionally, aided with the most powerful set of tools available anywhere in the industry, all designed to create a transaction where everyone wins—buyer, seller, and clients.

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