Related Books

Succession Planning for Financial Advisors
Language: en
Pages: 230
Authors: David Grau, Sr.
Categories: Business & Economics
Type: BOOK - Published: 2014-06-02 - Publisher: John Wiley & Sons

DOWNLOAD EBOOK

This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becomi
How to Value, Buy, or Sell a Financial Advisory Practice
Language: en
Pages: 355
Authors: Mark C. Tibergien
Categories: Business & Economics
Type: BOOK - Published: 2010-05-13 - Publisher: John Wiley and Sons

DOWNLOAD EBOOK

Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—wa
Buying, Selling, and Valuing Financial Practices, + Website
Language: en
Pages: 325
Authors: David Grau, Sr.
Categories: Business & Economics
Type: BOOK - Published: 2016-08-22 - Publisher: John Wiley & Sons

DOWNLOAD EBOOK

The Authoritative M&A Guide for Financial Advisors Buying, Selling, & Valuing Financial Practices shows you how to complete a sale or acquisition of a financial
Success and Succession
Language: en
Pages: 245
Authors: Eric Hehman
Categories: Business & Economics
Type: BOOK - Published: 2015-09-15 - Publisher: John Wiley & Sons

DOWNLOAD EBOOK

An insightful look at leadership transition from the successor's perspective Success and Succession examines the leadership transition process from the successo
Always End with the Beginning in Mind
Language: en
Pages: 200
Authors: Donald F. White
Categories: Business & Economics
Type: BOOK - Published: 2021-04-27 - Publisher: Made For Success Publishing

DOWNLOAD EBOOK

The world likes to believe life is a series of endings. Some are good, others bad, but things always end. In the modern age, the movie ends, the television show