Buying and Selling a Book of Business: What Every Financial Advisor and Planner Should Know
Sandra E. Foster
ISBN 10: 0968947700 ISBN 13: 9780968947708
Verlag: Headspring Publishing, 2001
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Paperback
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Beschreibung
Beschreibung:
May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less. Bestandsnummer des Verkäufers G0968947700I4N00
Inhaltsangabe:
Business Book--One of today's "hot" topics and a relatively new type of transaction in the financial services industry is the buying and selling of financial advisory practices or books of business.
Many financial advisors and planners are looking to grow their businesses by buying a practice; others are looking at selling their practice and building a succession plan. The book will cover issues of interest to Canadian and U.S. advisors, including: Methods of valuing a financial advisory or planning practice
Factors that increase and decrease the final price
Preparing your business to get the highest selling price
Finding a practice to buy
How to assess a business being offered for sale
Setting the terms
Source of financing
Developing a successful transition plan
Checklists and worksheets for self-assessment
Sample forms and agreements, including a purchase agreement, promissory not, non-compete agreement, and more.
In Buying and Selling a Book of Business: What Every Financial Advisor and Planner Should Know, Sandra Foster examines the buying and selling of financial advisory or planning practice; from finding an interested buyer or seller, establishing the purchase price, negotiating the terms of the deal, planning the transition, integrating clients into an existing practice, and other ideas everyone involved in the transaction--buyers, sellers, and their professional advisors (accountants, lawyers)--should consider, regardless of which side they are on.
Über die Autorin bzw. den Autor: Sandra Foster is a well-recognized expert and leading voice in the Canadian financial services community. Foster served as vice-president of a major financial advisory firm where she developed a successful financial advisory practice from 1993 to 1999, working with high-net-worth families, entrepreneurs and executives. Prior to selling her book of business in 1999, she researched the key issues in transactions involving financial advisory and planning firms in North America. Since then she has conducted leading-edge research on financial advice, developed and presented numerous keynote addresses and workshops, been invited to help firms develop internal policies for their planners, brokers and advisors, and helped advisors build their businesses and others to exit gracefully from their role as practicing financial advisors. She has also worked with dentists and lawyers in their business planning.
Foster has published numerous articles in both consumer and industry media including Advisor's Edge, MENZ, Costco Connections and Fifty-Plus magazines, and has three best-selling books to her credit:
You Can't Take It With You: The Common-Sense Guide to Estate Planning for Canadians
Make the Most of What You've Got: The Canadian Guide to Managing Retirement Income
Who's Minding Your Money? Financial Intelligence for Canadian Investors
She is frequently quoted and her comments have appeared in The Globe and Mail, Canada AM, The National Post, Studio 2, The Toronto Star, CP24, Macleans, The Washington Post, CBC MoneyShow, MoneySense, ROBtv, IE:Money, and more.
Foster holds the following designations: Certified Financial Planner (CFP), Registered Financial Planner (RFP), Certified Investment Manager (CIM), Certified Human Resources Professional (CHRP), Trust and Estate Practitioner (TEP), and Fellow, Canadian Securities Institute (FCSI).
Foster is currently a member of the Editorial Advisory Board for Advisor's Edge magazine, the Canadian Journal of Financial Planning and national committee of the Society of Trust & Estate Practitioners (STEP). She was also the recipient of the 1998 CAFP Multi-Media award. Foster holds a BA from the University of Toronto and is a graduate of the University of Toronto Executive Program. Prior to that, she ran a computer consulting firm.
Foster is located in Toronto, Canada.
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Bibliografische Details
Titel: Buying and Selling a Book of Business: What ...
Verlag: Headspring Publishing
Erscheinungsdatum: 2001
Einband: Paperback
Zustand: Very Good
Zustand des Schutzumschlags: No Jacket