By David Grau Sr.

The Authoritative M&A advisor for monetary Advisors

Buying, promoting, & Valuing monetary Practices shows you the way to accomplish a sale or acquisition of a monetary advisory perform and feature either the client and vendor stroll away with the very best phrases. From the 1st pages of this targeted publication, purchasers and and merger companions will locate unique details that individually addresses every one in their wishes, matters and concerns.

From bestselling writer and influencer David Grau Sr. JD, this masterful consultant takes you from the real fundamentals of valuation to the finer issues of deal structuring, due diligence, and felony issues, with a intensity of assurance and strategic advice that places you in one other league if you input the M&A area. whole with precious instruments, worksheets, and checklists on a spouse site, no different source permits you to:

  • Master the innovations of price and valuation and take this factor “off the desk” early within the negotiation process
  • Utilize complex deal structuring concepts together with vendor and financial institution financing strategies
  • Understand tips on how to gather a booklet, perform or enterprise in line with the way it was once outfitted, and what it really is in a position to offering within the years to come
  • Navigate the complexities of this highly-regulated occupation to accomplish continually nice effects no matter if deciding to buy, promoting, or merging

Buying, promoting, & Valuing monetary Practices will make sure that you deal with your M&A transaction safely and professionally, aided with the main strong set of instruments on hand at any place within the undefined, all designed to create a transaction the place everybody wins—buyer, vendor, and clients.

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Additional info for Buying, selling, and valuing financial practices, + website: the FP transitions M et A guide

Sample text

In either case, any increase in revenue that is accomplished by emphasizing one strategy or the other does not directly correlate to an equal or proportional increase in the equity value of a financial services business, nor its ability to sustain the rate of growth and to realize that value upon transition. Sometimes, founders simply don’t have the skill-set, the time, or the drive to make the change(s). In fairness, almost every advisor must start out with a singular focus on revenue—a financial services professional, especially on the independent side, has to make money and grow in order to survive.

This is the basic definition of being independent. The “value” of a job/book is tied almost entirely to how much money the producer or advisor takes home every year. Think in terms of gross revenues, or GDC, of less than $200,000 a year (although we do see cases of the “super producer,” described in more detail in our first book on succession planning—that group has much higher production- or revenue-generation capabilities, but all other aspects still fit this defined category). 2). Jobs or books are most likely to sell at the lowest price, and on the worst terms with the worst tax structure—at least when compared to practices, businesses, or firms.

It is what we do, at least in part. But FP Transitions also operates and supports several closed market systems because IBDs strongly prefer this approach (that’s a kind way of saying that most IBDs do not like the choice afforded to sellers through an open market platform). ■■ A closed market sale is one in which a book, practice, or business is offered only to certain buyers because of a limitation imposed by a third party, such as a contractual agreement with a broker-dealer, or simply because that is the seller’s preference.

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