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Do you need to know the value of your firm to begin your succession plan, merge with or buy another firm or to offer ownership to your staff? A third-party valuation can provide you with this insight. Price: $0.00
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This study examines the importance of available financing to advisors’ confidence in being able to fulfill their succession plans. Price: $0.00
David DeVoe, Founder and Managing Partner of DeVoe and Company gives a brief overview of the necessary steps needed to increase the value of a firm or ready them for sale. Price: $0.00
In the wider business world, the rate of failure for mergers is about 70% and there is little reason to believe that independent RIA mergers are any different. These failures not only waste money but are a profound distraction from the business. So while there can be great benefits to creating a partnership, there are also significant risks. This paper is focused on maximizing those potential benefits and minimizing those risks. Price: $0.00
Do you struggle with growing your firm’s business, winning new clients and instilling a “growth mindset” in the firm culture? Our Growth Culture program provides an assessment and recommendations for business growth and building a growth-oriented culture. The most successful growth oriented advisors focus on these business-building activities: • Sales planning and execution • Effective marketing and positioning • Client referrals • COI referrals • Publicity and being “known” …and we can help. Price: $0.00
Are you deciding if you should take the next step with your match? Test for compatibility with a Combined Partnership Assessment before you buy, sell, merge, join or add an advisor to your firm . Price: $0.00
Set the table for an effective negotiation by preparing in advance with the downloadable Initial Discussion Worksheet. Based on research done by the Harvard Negotiation Project, the worksheet brings you through 7 key elements to get the most out of your initial (and subsequent) discussions with your matches. Price: $0.00
Get an at-a-glance rating of your partnership compatibility. Price: $0.00
Whether you are purchasing an advisory firm to expand your business, or selling your advisory firm to effectuate your succession plan, there are legal and compliance matters that will need to be addressed. Download this free overview of legal and compliance issues. Price: $0.00
You've built your business. You're proud of it, and you should be. But like many business owners over 50 you may be asking yourself some tough questions like "what's next for me?" Is it time to transition to retirement and consider the next phase of your life? Perhaps you need a business succession plan, or you may be ready to sell your business? Price: $0.00
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