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Many financial professionals don't know the worth of their practices or how to influence it. How to Value, Buy, or Sell a Financial-Advisory Practice takes advisers carefully through the logic and the legwork of coming to a true assessment of one of their most important personal assets -- their business.
Renowned for their years of experience helping advisers tackle the daunting challenges related to the valuation, sale, and purchase of advisory firms, Mark C. Tibergien and Owen Dahl offer guidance that's essential and solutions that work.
Appendix of Sample Documents.