Buying, Selling, and Valuing Financial Practices: The FP by David Grau

The Authoritative M&A advisor for monetary Advisors

Buying, promoting, & Valuing monetary Practices shows you ways to accomplish a sale or acquisition of a monetary advisory perform and feature either the customer and vendor stroll away with the absolute best phrases. From the 1st pages of this detailed e-book, purchasers and dealers and merger companions will locate precise details that individually addresses every one in their wishes, concerns and concerns.

From bestselling writer and influencer David Grau Sr. JD, this masterful advisor takes you from the $64000 fundamentals of valuation to the finer issues of deal structuring, due diligence, and felony concerns, with a intensity of insurance and strategic tips that places you in one other league in the event you input the M&A house. whole with invaluable instruments, worksheets, and checklists on a significant other site, no different source permits you to:

• Master the suggestions of price and valuation and take this factor “off the desk” early within the negotiation process
• Utilize complicated deal structuring concepts together with vendor and financial institution financing strategies
• Understand the way to gather a booklet, perform or company according to the way it used to be outfitted, and what it really is in a position to providing within the years to come
• Navigate the complexities of this highly-regulated career to accomplish continually nice effects even if procuring, promoting, or merging

Buying, promoting, & Valuing monetary Practices will make sure that you deal with your M&A transaction correctly and professionally, aided with the main robust set of instruments to be had anyplace within the undefined, all designed to create a transaction the place everybody wins—buyer, vendor, and clients.