Original price was: $66.00.Current price is: $22.00.

In Stock

Digital Download: You will receive a download link via your order email after successful payment.

PURCHASE THIS COURSE, YOU ACCUMLATE: 22 POINTs!


Description

Buy Mark C Tibergien, Owen Dahl – How to Value, Buy, or Sell a Financial Advisory Practice Course at esyGB. You will have immediate access to the digital downloads in your account or your order email.

How to Value, Buy, or Sell a Financial Advisory Practice 2006

A Manual on Mergers, Acquisitions, and Transition Planning

Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—was formed less than forty years ago. But as the profession’s first tier of advisers reaches maturity, the decisions that may be part of transition planning for their firms loom large. A sale? A partner buyout? A merger? No matter what the choice, its viability hinges on one critical issue—the value of the firm.

Unfortunately, many advisers–whether veteran or novice—simply don’t know the worth of their practice or how to influence it. That’s why How to Value, Buy, or Sell a Financial-Advisory Practice is such an important book. It takes advisers carefully through the logic and the legwork of coming to a true assessment of one of their most important personal assets—their business.

Renowned for their years of experience helping advisers tackle the daunting challenges related to the valuation, sale, and purchase of advisory firms, Mark C. Tibergien and Owen Dahl offer guidance that’s essential and solutions that work.

About the Author

Mark C. Tibergien was a principal at Moss Adams LLP, the twelfth-largest accounting firm in the United States, where his responsibilities included management consulting, business valuations, and business owner succession. For the past five years, Accounting Today has recognized Tibergien as among the “100 most influential” people in the accounting profession. In 2003, FinancialPlanning magazine recognized him as a “mover and shaker” in their annual review of industry professionals, and for the past two years, Investment Advisor has recognized him as among the “25 most influential” in the financial-services industry. He is coauthor of Practice Made Perfect: The Discipline of Business Management for Financial Advisers. Tibergien is now CEO of Pershing Advisor Solutions.

Owen Dahl is a senior manager in the Valuation and Litigation Services group of Moss Adams LLP. He has provided commercial litigation, damages, asset-allocation, and acquisition consulting services to small and large corporations alike. Dahl specializes in issues relating to intellectual property and works with firms for which such issues are key. He has more than fifteen years’ experience in the investment-advisory industry. A native of Canada, Dahl is a chartered financial analyst and a member of the CFA Institute and the American Society of Appraisers.
 
Format: Ebook(PDF)

Get Download Mark C Tibergien, Owen Dahl – How to Value, Buy, or Sell a Financial Advisory Practice at Forimc.net today!

Salepage:
Archive:

Delivery Method

– After your purchase, you’ll see a View your orders link which goes to the Downloads page. Here, you can download all the files associated with your order.
– Downloads are available once your payment is confirmed, we’ll also send you a download notification email separate from any transaction notification emails you receive from esy[GB].
– Since it is a digital copy, our suggestion is to download and save it to your hard drive. In case the link is broken for any reason, please contact us and we will resend the new download link.
– If you cannot find the download link, please don’t worry about that. We will update and notify you as soon as possible at 8:00 AM – 8:00 PM (UTC+8).

Thank You For Shopping With Us!

Buy the Mark C Tibergien, Owen Dahl – How to Value, Buy, or Sell a Financial Advisory Practice course at the best price at esy[GB]. Upon completing your purchase, you will gain immediate access to the downloads page. Here, you can download all associated files from your order. Additionally, we will send a download notification email to your provided email address.

Unlock your full potential with Mark C Tibergien, Owen Dahl – How to Value, Buy, or Sell a Financial Advisory Practice courses. Our meticulously designed courses are intended to help you excel in your chosen field.

Why wait? Take the first step towards greatness by acquiring our Mark C Tibergien, Owen Dahl – How to Value, Buy, or Sell a Financial Advisory Practice courses today. We offer a seamless and secure purchasing experience, ensuring your peace of mind. Rest assured that your financial information is safeguarded through our trusted payment gateways, Stripe and PayPal.

Stripe, known for its robust security measures, provides a safe and reliable payment process. Your sensitive data remains confidential throughout the transaction thanks to its encrypted technology. Your purchase is fully protected.

PayPal, a globally recognized payment platform, adds an extra layer of security. With its buyer protection program, you can make your purchase with confidence. PayPal ensures that your financial details are safeguarded, allowing you to focus on your learning journey.

Is it secure? to Use of?
How can this course be delivered?
  • After your successful payment this “Mark C Tibergien, Owen Dahl – How to Value, Buy, or Sell a Financial Advisory Practice course”, Most of the products will come to you immediately. But for some products were posted for offer. Please wait for our response, it might take a few hours due to the time zone difference.
  • If this occurs, please be patient. Our technical department will process the link shortly after, and you will receive notifications directly via email. We appreciate your patience.
What Shipping Methods Are Available?
How Do I Track Order?
  • We promptly update the status of your order after your payment is completed. If, after 7 days, there is no download link, the system will automatically process a refund.
  • We value your feedback and are eager to hear from you. Please do not hesitate to reach out via email us with any comments, questions and suggestions.
Shop
Sidebar
0 Cart
Mark C Tibergien Owen Dahl How to Value Buy or Sell a Financial Advisory Practice 250x343 1 - eSy[GB]
Mark C Tibergien, Owen Dahl – How to Value, Buy, or Sell a Financial Advisory Practice
Original price was: $66.00.Current price is: $22.00. Add to cart