{"product_id":"buying-selling-and-valuing-financial-practices-website-the-fp-transitions-m-a-guide","title":"Buying, Selling, and Valuing Financial Practices, + Website: The FP Transitions M\u0026A Guide","description":"\u003cp\u003e\u003cb\u003eThe Authoritative M\u0026amp;A Guide for Financial Advisors\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003ci\u003eBuying, Selling, \u0026amp; Valuing Financial Practices \u003c\/i\u003eshows 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.\u003c\/p\u003e \u003cp\u003eFrom 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\u0026amp;A space. Complete with valuable tools, worksheets, and checklists on a companion website, no other resource enables you to: \u003c\/p\u003e \u003cul\u003e \u003cli\u003eMaster the concepts of value and valuation and take this issue \"off the table\" early in the negotiation process\u003c\/li\u003e \u003cli\u003eUtilize advanced deal structuring techniques including seller and bank financing strategies\u003c\/li\u003e \u003cli\u003eUnderstand 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\u003c\/li\u003e \u003cli\u003eNavigate the complexities of this highly-regulated profession to achieve consistently great results whether buying, selling, or merging\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003e\u003ci\u003eBuying, Selling, \u0026amp; Valuing Financial Practices \u003c\/i\u003ewill ensure that you manage your M\u0026amp;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.\u003c\/p\u003e\u003cbr\u003e\u003cbr\u003e\u003cbr\u003e\u003cb\u003eAbout the Author\u003c\/b\u003e\u003cbr\u003e\u003cp\u003e\u003cb\u003eDAVID GRAU SR., JD, \u003c\/b\u003e is the founder and president of FP Transitions, the preeminent consulting firm known as much for building sustainable businesses as selling or merging them at the end of a career. FP Transitions has valued over 8,000 financial services or advisory practices and businesses, and consulted on over 1,500 completed third-party transactions. Grau Sr. previously authored the bestselling \u003ci\u003eSuccession Planning for Financial Advisors: Building an Enduring Business, \u003c\/i\u003e also published by Wiley. He has written 90 nationally published articles, white papers, and manuals on complex succession strategies, equity management, business continuity, income-perpetuation plans, and mergers and acquisitions. Grau Sr. was named one of the most influential people in the profession in an industry survey by \u003ci\u003eFinancial Planning\u003c\/i\u003e magazine and is a nationally recognized expert on succession planning and business-perpetuation strategies in the financial services industry.\u003cbr\u003e\u003c\/p\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":50492378841362,"sku":"9781119207375","price":45.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0831\/4771\/8930\/files\/img_f5aadc4f-60b2-4839-aff0-bba43ac9d782.jpg?v=1730586429","url":"https:\/\/surprise-castle.myshopify.com\/products\/buying-selling-and-valuing-financial-practices-website-the-fp-transitions-m-a-guide","provider":"Surprise Castle","version":"1.0","type":"link"}