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Buying, Selling, and Valuing Financial Practices : the FP Transitions M & A Guide.
"Acquire the diverse skill set required to negotiate and execute a successful sale Buying, Selling, and Valuing Financial Practices + Website shows you how to sell what you've built, or buy what someone else has built, with a win-win outcome. Buyer and seller do not hold disparate goals; s...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Somerset :
Wiley,
2016.
|
| Temas: | |
| Acceso en línea: | Texto completo |
MARC
| LEADER | 00000cam a2200000 i 4500 | ||
|---|---|---|---|
| 001 | EBOOKCENTRAL_ocn957128132 | ||
| 003 | OCoLC | ||
| 005 | 20240329122006.0 | ||
| 006 | m o d | ||
| 007 | cr |n|---||||| | ||
| 008 | 160827s2016 xx o 000 0 eng d | ||
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| 015 | |a GBB630574 |2 bnb | ||
| 016 | 7 | |a 017756329 |2 Uk | |
| 020 | |a 9781119207399 | ||
| 020 | |a 1119207398 | ||
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| 020 | |z 9781119207375 |q (hbk.) | ||
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| 035 | |a (OCoLC)957128132 | ||
| 037 | |a 9781119207382 |b Wiley | ||
| 050 | 4 | |a HF5438.25 |b .G723 2016eb | |
| 082 | 0 | 4 | |a 332.6068/1 |2 23 |
| 049 | |a UAMI | ||
| 100 | 1 | |a Grau, David. | |
| 245 | 1 | 0 | |a Buying, Selling, and Valuing Financial Practices : |b the FP Transitions M & A Guide. |
| 260 | |a Somerset : |b Wiley, |c 2016. | ||
| 300 | |a 1 online resource (323 pages) | ||
| 336 | |a text |b txt |2 rdacontent | ||
| 337 | |a computer |b c |2 rdamedia | ||
| 338 | |a online resource |b cr |2 rdacarrier | ||
| 588 | 0 | |a Print version record. | |
| 505 | 0 | |a Buying, Selling, and Valuing Financial Practices; Contents; Foreword; Preface; For Sellers; For Buyers; Acknowledgments; Chapter 1 The Basics You Need to Know; Avoiding the Critical Mistakes; Valuation: The Great Debate; Purpose Informs Value; Assessing What You Have Built (or Are Acquiring); Who Is Selling? Transition Strategies by Ownership Level; Overcoming Attrition: Public Enemy No. 1; What Is Being Sold?; Organizing the Marketplace; Exit Plans versus Succession Plans versus Continuity Plans; Exit Plan; Succession Plan; Continuity Plan; The Planning Continuum. | |
| 505 | 8 | |a Chapter 2 Value and Valuation FundamentalsAn Overview; What Creates Value?; Standards of Value; Most Probable Selling Price; Fair Market Value; Investment Value; Fair Value; Valuation Approaches and Methods; Income Approach; Market Approach; Asset Approach or Asset-Based Valuation Approach; The Rule of Thumb Method of Valuation; Application of Standards and Approaches; Making Sense of It All; Who Is Qualified? (to Offer an Opinion of Value); Valuations for Bank Financing; Chapter 3 Solving Valuation; The Blue Book Standard; Lessons Learned; A Value Calculation; How It Works. | |
| 505 | 8 | |a Step 1-Analyzing Transition RiskStep 2-Analyzing Cash Flow Quality; Step 3-Analyzing Market Demand; Step 4-Considering the Impact of Payment Terms/Taxes; Recurring versus Nonrecurring Revenue; Assessing Transition Risk; Measuring Cash Flow Quality; Fixing the Fracture Lines; The Profitability Issue; Chapter 4 Building and Preserving Value toward the End of Your Career; 1. Get a Position Fix; 2. Focus on the "M" in M 3. Obtain a Formal, Third-Party Valuation; 4. Understand the Impact of Terms and Taxes on Value; 5. Consider Alternative Strategies: Sell and Stay Opportunities. | |
| 505 | 8 | |a Taking Control of the Future: A Case Study6. Study Reliable Benchmarking Data; 7. Create a Plan and a Definitive Timeline; 8. Have a Backup Plan; 9. Sell on the Way Up!; 10. Focus on You; Chapter 5 Preparing to Sell; What's Your Plan?; Finding the Very Best Match; When to Sell: Timing That Final Step; In a Nutshell: How to Sell Your Book, Practice, or Business; Jobs/Books; Practices; Businesses; Firms; The Listing Process; Making a Quick Decision to Sell; When Selling Isn't Selling; Ten Things Buyers Will Want to Know; Handling Key Employees during the Selling/Listing Process; Letting Go. | |
| 505 | 8 | |a Chapter 6 The Buyer's PerspectiveA New Direction; If at First You Don't Succeed . . .; Build a Base for Acquisition; What Sellers Will Want to Know; Understanding the Audition Process; The Vetting Procedure; Is It a Good Deal, or Not?; Dealing with a Reluctant Seller; Are You a Buyer or a Prospect?; Nontraditional Acquisition Strategies; Mergers; Buy-Sell Agreements; Continuity Planning; Chapter 7 Deal Structuring: Payment Terms, Taxes, and Financing; Seller Financing; The Shared-Risk/Shared-Reward Concept; Performance-Based Promissory Notes; Earn-Out Arrangements. | |
| 500 | |a Revenue Sharing or Fee Splitting Arrangements. | ||
| 520 | |a "Acquire the diverse skill set required to negotiate and execute a successful sale Buying, Selling, and Valuing Financial Practices + Website shows you how to sell what you've built, or buy what someone else has built, with a win-win outcome. Buyer and seller do not hold disparate goals; selling for maximum value and optimum tax rateand buying for minimum risk and complete write-offare part of the same strategy that must be the ultimate goal for the good of the industry. Unfortunately, financial advisors tend to make the same two critical mistakes. Exit planning is not succession planning, and every sale or acquisition is different. This book shows you how to complete a sale or acquisition with the best possible terms for both buyer and seller, through deliberate consideration of the size, structure, and sophistication of the opportunity. The companion website provides tools, worksheets, and checklists to aid immediate implementation, and the expert insight will prove invaluable regardless of which side of the table you're on. Buying or selling the result of a lifetime's work requires years of experience to master. This book gives you the benefit of high-level expertise in the multiple disciplines that contribute to a successful sale or acquisition, to provide the perspective and skills you need to work through the deal. Learn why exit planning is different from succession planning Sell what you've built for maximum profit and minimal tax Become someone else's exit strategy for the best possible terms Avoid the common and critical mistakes in the M & A space A successful exit strategy requires the expertise of a CPA, JD, CVA, ASA, MCBA, and a CFA. You must either bring these people to the table, or acquire these skills yourself. Buying, Selling, and Valuing Financial Practices + Website gives you the essential knowledge and helpful tools you need to execute an optimal deal"-- |c Provided by publisher | ||
| 520 | |a "The specific purpose of this book is to help you understand how to sell what you've built to someone else for maximum value and at optimum tax rates, and/or to successfully complete an acquisition and become someone's exit strategy, also on the best possible terms, with minimum risk, writing off the entire purchase price over time"-- |c Provided by publisher | ||
| 590 | |a ProQuest Ebook Central |b Ebook Central Academic Complete | ||
| 650 | 0 | |a Selling. | |
| 650 | 0 | |a Purchasing. | |
| 650 | 6 | |a Vente. | |
| 650 | 6 | |a Achat. | |
| 650 | 7 | |a selling. |2 aat | |
| 650 | 7 | |a Purchasing |2 fast | |
| 650 | 7 | |a Selling |2 fast | |
| 758 | |i has work: |a Buying, selling, and valuing financial practices, + website (Text) |1 https://id.oclc.org/worldcat/entity/E39PCGkVWg7qgVcTRtGt9KgBT3 |4 https://id.oclc.org/worldcat/ontology/hasWork | ||
| 776 | 0 | 8 | |i Print version: |a Grau, David. |t Buying, Selling, and Valuing Financial Practices : The FP Transitions M & A Guide. |d Somerset : Wiley, ©2016 |z 9781119207375 |
| 856 | 4 | 0 | |u https://ebookcentral.uam.elogim.com/lib/uam-ebooks/detail.action?docID=4644541 |z Texto completo |
| 936 | |a BATCHLOAD | ||
| 938 | |a Askews and Holts Library Services |b ASKH |n AH30144250 | ||
| 938 | |a Askews and Holts Library Services |b ASKH |n AH30144251 | ||
| 938 | |a EBL - Ebook Library |b EBLB |n EBL4644541 | ||
| 938 | |a ProQuest MyiLibrary Digital eBook Collection |b IDEB |n cis32657406 | ||
| 994 | |a 92 |b IZTAP | ||