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Buying, selling, and valuing financi...

Grau, David, (Sr.)

Buying, selling, and valuing financial practices :the FP transitions M&A guide /

Record Type:	Language materials, printed : Monograph/item
[NT 15000414]:	332.6068/1
Title/Author:	Buying, selling, and valuing financial practices : : the FP transitions M&A guide // David Grau.
Author:	Grau, David,
Published:	Hoboken : : Wiley,, c2016.
Description:	xx, 295 p. : : ill. ;; 24 cm.
Notes:	Includes index.
Subject:	Selling.
Subject:	Purchasing.
ISBN:	9781119207375 (hbk.) :
[NT 15000229]:	"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 rate—and buying for minimum risk and complete write-off—are 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"--
Online resource:	https://www.loc.gov/catdir/enhancements/fy1702/2016015333-b.html
Online resource:	https://www.loc.gov/catdir/enhancements/fy1702/2016015333-d.html
Online resource:	https://www.loc.gov/catdir/enhancements/fy1702/2016015333-t.html

Buying, selling, and valuing financial practices :the FP transitions M&A guide /
Grau, David,Sr.

Buying, selling, and valuing financial practices :the FP transitions M&A guide /David Grau. - Hoboken :Wiley,c2016. - xx, 295 p. :ill. ;24 cm. - Wiley finance series.

Includes index.

"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 rate—and buying for minimum risk and complete write-off—are 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"--

ISBN: 9781119207375 (hbk.) :NTD 1,888

LCCN: 2016015333Subjects--Topical Terms:

191014
Selling.

LC Class. No.: HF5438.25 / .G723 2016

Dewey Class. No.: 332.6068/1

Buying, selling, and valuing financial practices :the FP transitions M&A guide /
LDR:03359cam a2200277 a 4500 001 469486
005 20170413154925.0
008 170627s2016 njua 001 0 eng
010 $a 2016015333
020 $a 9781119207375 (hbk.) : $c NTD 1,888
020 $z 9781119207399 (Adobe PDF)
020 $z 9781119207382 (epub)
020 $z 9781119207405 (obook)
040 $a DLC $b eng $c DLC $d DLC $d DYU
041 0 $a eng
050 0 0 $a HF5438.25 $b .G723 2016
082 0 0 $a 332.6068/1 $2 23
100 1 $a Grau, David, $c Sr. $3 675616
245 1 0 $a Buying, selling, and valuing financial practices : $b the FP transitions M&A guide / $c David Grau.
260 $a Hoboken : $b Wiley, $c c2016.
300 $a xx, 295 p. : $b ill. ; $c 24 cm.
490 0 $a Wiley finance series
500 $a Includes index.
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 rate—and buying for minimum risk and complete write-off—are 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.
650 0 $a Selling. $3 191014
650 0 $a Purchasing. $3 341181
856 4 2 $3 Contributor biographical information $u https://www.loc.gov/catdir/enhancements/fy1702/2016015333-b.html
856 4 2 $3 Publisher description $u https://www.loc.gov/catdir/enhancements/fy1702/2016015333-d.html
856 4 1 $3 Table of contents only $u https://www.loc.gov/catdir/enhancements/fy1702/2016015333-t.html

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