Financial planning is a young industry.
Tibergien and Owen Dahl offer guidance that\'s essential and solutions that work..
Renowned for their years of experience helping advisers tackle the daunting challenges related to the valuation, sale, and purchase of advisory firms, Mark C.
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.
That\'s why How to Value, Buy, or Sell a Financial-Advisory Practice is such an important book.
Unfortunately, many advisers--whether veteran or novice--simply don\'t know the worth of their practice or how to influence it.
A sale? A partner buyout? A merger? No matter what the choice, its viability hinges on one critical issue--the Value of the firm.
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.
The International Association of Financial Planning--one of the predecessors to the Financial Planning Association--was formed less than forty years ago.
Financial planning is a young industry