The complexities of a sale make it critical for advisors to work with accountants and lawyers
Getting bigger is not for everyone. Ask yourself these four questions before expanding
Assets under management are at an all-time high, and productivity has increased as well. But there are some concerns about the sustainability of these results and there are indications that major changes may be on the horizon
B.C. appeal court overturns lower court decision
Create a profitable exit strategy
A series of calculations will help you arrive at a credible number with which to begin your negotiations. Whether the practice sells for that price depends on the buyer's and the seller's determination to make a deal
Many advisors rely too much on a backward-looking list of quantitative information to arrive at the value of their practice when they are preparing for a transfer of their book. But the factors to assess are much more varied
Estate in dispute with former firm over ownership of accounts
A significant number of financial advisors are approaching retirement age, yet few have a succession plan in place. Here's what you need to know about the six to 12 months leading up to inking a deal with a buyer of your practice
Husband-and-wife co-authors outline a process for making your business attractive to potential buyers. You should consistently work on preparing your practice for sale