【Wiley 金融】 Buying, Selling, and Valuing Financial Practices (2016)

相似文件 换一批

是 否 +2 论坛币

k人 参与回答

经管之家送您一份

应届毕业生专属福利!

求职就业群

赵安豆老师微信：zhaoandou666

经管之家联合CDA

送您一个全额奖学金名额~ !

立即领取

感谢您参与论坛问题回答

经管之家送您两个论坛币！

+2 论坛币

Buying, Selling, and Valuing Financial Practices: The FP Transitions M&A Guide

David Grau, Sr.



The Authoritative M&A Guide for Financial Advisors

Buying, Selling, & Valuing Financial Practices shows you how to complete a sale or acquisition of a financial advisory practice and have both the buyer and seller walk away with the best possible terms. From the first pages of this unique book, buyers and sellers and merger partners will find detailed information that separately addresses each of their needs, issues and concerns.

From bestselling author and industry influencer David Grau Sr. JD, this masterful guide takes you from the important basics of valuation to the finer points of deal structuring, due diligence, and legal matters, with a depth of coverage and strategic guidance that puts you in another league when you enter the M&A space. Complete with valuable tools, worksheets, and checklists on a companion website, no other resource enables you to:

• Master the concepts of value and valuation and take this issue “off the table” early in the negotiation process
• Utilize advanced deal structuring techniques including seller and bank financing strategies
• Understand how to acquire a book, practice or business based on how it was built, and what it is capable of delivering in the years to come
• Navigate the complexities of this highly-regulated profession to achieve consistently great results whether buying, selling, or merging

Buying, Selling, & Valuing Financial Practices will ensure that you manage your M&A transaction properly and professionally, aided with the most powerful set of tools available anywhere in the industry, all designed to create a transaction where everyone wins—buyer, seller, and clients.

Table of Contents

Foreword xi

Preface xv

For Sellers xv

For Buyers xvi

Acknowledgments xix

Chapter 1 The Basics You Need to Know 1

Chapter 2 Value and Valuation Fundamentals 31

Chapter 3 Solving Valuation 57

Chapter 4 Building and Preserving Value toward the End of Your Career 75

Chapter 5 Preparing to Sell 91

Chapter 6 The Buyer’s Perspective 119

Chapter 7 Deal Structuring: Payment Terms, Taxes, and Financing 143

Chapter 8 Due Diligence and Documentation 175

Chapter 9 Key Legal Issues in the M&A Process 197

Chapter 10 The Transition Plan 223

Conclusion 247

Appendix: Sample Documents 249

About the Author 279

About the Website 281

Index 283

本帖隐藏的内容

Buying, Selling, and Valuing Financial Practices_The FP Transitions M&A Guide.epub (2.44 MB, 需要: 20 个论坛币)

2016-12-1 05:16:33 上传

需要: 20 个论坛币  [购买]

epub 压缩包：
Buying, Selling, and Valuing Financial Practices_The FP Transitions M&A Guide.zip (2.14 MB, 需要: 20 个论坛币) 本附件包括：

• Buying, Selling, and Valuing Financial Practices_The FP Transitions M&A Guide.epub

2016-12-1 05:16:57 上传

需要: 20 个论坛币  [购买]

epub 文件阅读器（epub file reader）：
https://bbs.pinggu.org/a-2096935.html

epub 截图：

扫码加我 拉你入群

请注明：姓名-公司-职位

以便审核进群资格，未注明则拒绝

分享0 收藏14 回帖

关键词：Practices financial Financia inancial Practice practice detailed possible terms

留下脚步

在线 数据改变商业本质,计算重塑经济未来

thanks ..

kankan,xiexie.

谢谢分享楼主威武楼主万岁

Thanks for sharing.

Buying, Selling, and Valuing Financial Practices
本文来自: 人大经济论坛 金融学（理论版）上传下载专区 版，详细出处参考： https://bbs.pinggu.org/forum.php? ... 1&from^^uid=42462

谢谢提供！！！

thank you