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

The financial-planning industry is undergoing one of the most active periods of consolidation and ownership transition in its history. Some advisers are planning their exit; others are acquiring in order to grow. Many are adding partners; others are confronted with gritty valuation questions having to do with divorce, shareholder disputes, and estate and tax planning. With this manual, industry authority Mark C. Tibergien and his Moss Adams colleague Mari Wruble empower practitioners of financial-advisory firms with guidelines and techniques on valuing practices for mergers, acquisitions, adding or firing a partner, and litigation. The authors show how to maximize the value of a practice and offer vital information related to buying, selling, and transition planning. Delivered with a business-school rigor from the planning industry's leading authority, How to Value, Buy, or Sell a Financial Advisory Practice offers extremely valuable content on a topic of growing concern.