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

by 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 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.

320 pages, Hardcover

First published March 28, 2016

About the author

David Grau Sr., JD, is an award-winning author, former attorney and securities regulator, and longtime advocate for small business owners who want to build something that lasts and makes a difference.<br><br>For more than thirty years, he has worked with founders and owners on the real-world issues that determine whether a business becomes a durable asset or remains dependent on the person at the center of it. He's spent much of his career helping owners think through succession planning, enterprise value, continuity, leadership transition, and long-term business perpetuation. Over time, that work has convinced him of something simple but important: too many good businesses are built around one hardworking founder and never fully become businesses that can thrive without them.<br><br>That realization drives his most recent writings.<br><br>David Sr. writes for small business owners who want to build more than a job for themselves. He writes for founders who want to create businesses that are durable, profitable, valuable, and transferable &mdash; businesses with stronger systems, stronger teams, and more long-term options.<br><br>With the publication of The Founder's Treadmill, he now has six nonfiction books in print for small business owners who want to make a lasting difference.

Reviews

[Mutaz · Rating 3 out of 5]

Boring and dry, but have good information.