SANDRA FOSTER'S BOOKS - Professional Development
Buying and Selling a Book of Business: What Every Financial Advisor
& Planner Should Know
 Sandra
Foster's new book on buying and selling an advisory practice
helps advisors value a business and understand the critical success
factors.
Topics covered include:
- Who's looking to buy? Who's looking to sell? What's going on
in the Canadian marketplace?
- Advantages/Disadvantages of buying an existing practice
- How to evaluate an existing practice · Preparing a business
for sale
- Setting the price
- Negotiating the transaction
- Putting it in writing
- Financing the transaction
- Keys to great client/asset retention
- Calling in the professionals, and much more
Filled with tips, essential checklists, sample
documents, and much more.
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