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Buying, selling, and valuing financial practices : the FP transitions M&A guide / / David Grau, Sr
| Buying, selling, and valuing financial practices : the FP transitions M&A guide / / David Grau, Sr |
| Autore | Grau David, Sr. |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : Wiley, , 2016 |
| Descrizione fisica | 1 online resource (323 pages) : illustrations |
| Disciplina | 332.6068/1 |
| Collana | Wiley Finance Series |
| Soggetto topico |
Selling
Purchasing |
| ISBN |
1-119-20738-X
1-119-20740-1 1-119-20739-8 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Record Nr. | UNINA-9910166637903321 |
Grau David, Sr.
|
||
| Hoboken, New Jersey : , : Wiley, , 2016 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Buying, selling, and valuing financial practices : the FP transitions M&A guide / / David Grau, Sr
| Buying, selling, and valuing financial practices : the FP transitions M&A guide / / David Grau, Sr |
| Autore | Grau David, Sr. |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : Wiley, , 2016 |
| Descrizione fisica | 1 online resource (323 pages) : illustrations |
| Disciplina | 332.6068/1 |
| Collana | Wiley Finance Series |
| Soggetto topico |
Selling
Purchasing |
| ISBN |
1-119-20738-X
1-119-20740-1 1-119-20739-8 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Record Nr. | UNINA-9910815352803321 |
|
Grau David, Sr.
|
||
| Hoboken, New Jersey : , : Wiley, , 2016 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Succession planning for financial advisors : building an enduring business / / David Grau, Sr
| Succession planning for financial advisors : building an enduring business / / David Grau, Sr |
| Autore | Grau David, Sr. |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : Wiley, , 2014 |
| Descrizione fisica | 1 online resource (224 p.) |
| Disciplina | 658.16 |
| Collana | Wiley Finance Series |
| Soggetto topico |
Financial planners
Executive succession Financial services industry - Management |
| ISBN |
1-118-86652-5
1-118-86642-8 1-118-86641-X |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Succession Planning for Financial Advisors; Contents; Preface; Acknowledgments; Introduction; CHAPTER 1 The Succession Conundrum; Practices Built to Die; What Exactly Is a Succession Plan?; Why You Need to Create a Succession Plan Now; Realizing the Value of a Lifetime of Work; Recruiting Next-Generation Talent to Grow Your Business; Preserving and Protecting What You've Built; Your Clients Are Watching You!; Why This Industry Struggles with This Concept; The Evolution of the Solution; Mind Your Own Business; The Opportunity at Hand; CHAPTER 2 How to Start Creating Your Succession Plan
Defining Your GoalsRethinking Your End-Game Strategy; Determining a Precise Starting Point; Building a Foundation for Success; Facing Your Biggest Challenges; The Persistence of a Job Mentality; Revenue Sharing: Heads They Win, Tails You Lose; Fracture Lines!; Equity-A Powerful Business-Building Tool; Valuing a Financial Services Practice; Recurring versus Nonrecurring Revenue; Cash Flow Quality Factors; Transition Risk Factors; Marketplace Demand Factors; Addressing Insurance-Based Practices; Impact on Value of the Payment Terms; Profitability and Its Impact on Value Practicing Equity ManagementBuilding Profit-Driven Businesses; CHAPTER 3 Transforming Your Practice into a Business; Assessing What You Have Built; A Building Problem, Not a Planning Problem; A Parable; Building Your Ship; Rethinking Your Compensation System; Balancing Revenue Strength and Enterprise Strength; Selecting the Right Entity Structure; What You Need to Know; Limited Liability Companies versus S Corporations; Remodeling Your Cash Flow; Step One: Collecting the Revenue; Step Two: Paying Competitive Wages for Work Performed; Step Two and a Half: Bonuses What Exactly Is a Continuity Plan?Basic Components of a Continuity Plan; Types of Agreements; Revenue-Sharing Agreements; A Guardian Agreement; Buy-Sell Agreements; Funding Your Continuity Plan; Continuity Plan Dos and Don'ts; A Powerful Acquisition Tool; Communicating Your Plan; CHAPTER 6 Charting Your Succession Course; Exit Strategies versus Succession Plans; Selling Your Practice; Selling Externally (to a Third Party); Internal Buyout (Selling Internally to a Partner or Key Employee); Something Different: The GlidePath Strategy; Mergers; What Doesn't Work in This Industry Granting of Ownership |
| Record Nr. | UNINA-9910132192103321 |
|
Grau David, Sr.
|
||
| Hoboken, New Jersey : , : Wiley, , 2014 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Succession planning for financial advisors : building an enduring business / / David Grau, Sr
| Succession planning for financial advisors : building an enduring business / / David Grau, Sr |
| Autore | Grau David, Sr. |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : Wiley, , 2014 |
| Descrizione fisica | 1 online resource (224 p.) |
| Disciplina | 658.16 |
| Collana | Wiley Finance Series |
| Soggetto topico |
Financial planners
Executive succession Financial services industry - Management |
| ISBN |
1-118-86652-5
1-118-86642-8 1-118-86641-X |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Succession Planning for Financial Advisors; Contents; Preface; Acknowledgments; Introduction; CHAPTER 1 The Succession Conundrum; Practices Built to Die; What Exactly Is a Succession Plan?; Why You Need to Create a Succession Plan Now; Realizing the Value of a Lifetime of Work; Recruiting Next-Generation Talent to Grow Your Business; Preserving and Protecting What You've Built; Your Clients Are Watching You!; Why This Industry Struggles with This Concept; The Evolution of the Solution; Mind Your Own Business; The Opportunity at Hand; CHAPTER 2 How to Start Creating Your Succession Plan
Defining Your GoalsRethinking Your End-Game Strategy; Determining a Precise Starting Point; Building a Foundation for Success; Facing Your Biggest Challenges; The Persistence of a Job Mentality; Revenue Sharing: Heads They Win, Tails You Lose; Fracture Lines!; Equity-A Powerful Business-Building Tool; Valuing a Financial Services Practice; Recurring versus Nonrecurring Revenue; Cash Flow Quality Factors; Transition Risk Factors; Marketplace Demand Factors; Addressing Insurance-Based Practices; Impact on Value of the Payment Terms; Profitability and Its Impact on Value Practicing Equity ManagementBuilding Profit-Driven Businesses; CHAPTER 3 Transforming Your Practice into a Business; Assessing What You Have Built; A Building Problem, Not a Planning Problem; A Parable; Building Your Ship; Rethinking Your Compensation System; Balancing Revenue Strength and Enterprise Strength; Selecting the Right Entity Structure; What You Need to Know; Limited Liability Companies versus S Corporations; Remodeling Your Cash Flow; Step One: Collecting the Revenue; Step Two: Paying Competitive Wages for Work Performed; Step Two and a Half: Bonuses What Exactly Is a Continuity Plan?Basic Components of a Continuity Plan; Types of Agreements; Revenue-Sharing Agreements; A Guardian Agreement; Buy-Sell Agreements; Funding Your Continuity Plan; Continuity Plan Dos and Don'ts; A Powerful Acquisition Tool; Communicating Your Plan; CHAPTER 6 Charting Your Succession Course; Exit Strategies versus Succession Plans; Selling Your Practice; Selling Externally (to a Third Party); Internal Buyout (Selling Internally to a Partner or Key Employee); Something Different: The GlidePath Strategy; Mergers; What Doesn't Work in This Industry Granting of Ownership |
| Record Nr. | UNINA-9910815424103321 |
|
Grau David, Sr.
|
||
| Hoboken, New Jersey : , : Wiley, , 2014 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||