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Buying, Selling, and Valuing Financial Practices - 9781119207375

Un libro in lingua di Grau David Sr. edito da John Wiley & Sons Inc, 2016

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There are two critical and common mistakes that independent financial advisors make in the merger and acquisitions (M&A) space. One is to treat every sale or acquisition target the same way: applying one valuation approach, one documentation approach, and a common set of payment terms or financing elements, regardless of the size or structure or sophistication of the opportunity. The second mistake is to equate exit planning with succession planning – the two concepts are completely different and you must understand the differences if you are to succeed in this arena and correctly structure your deal.   

The specific purpose of this book is to help you understand how to sell what you’ve built to someone else for maximum value and at optimum tax rates, and/or to successfully complete an acquisition and become someone’s exit strategy, also on the best possible terms, with minimum risk, writing off the entire purchase price over time. These are not disparate goals; they are connected in every way and part of a win-win strategy that must be the ultimate goal for the good of this industry and the client base that serves as judge and jury over this transition process.

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