Practice Management
Buying and selling a book of business
In this six-part series, George Hartman, managing director of Accretive Advisor, explains what is involved in buying or selling a book of business, including how to evaluate the worth of a practice.
Content Related to Buying and selling a book of business
In this Special Feature
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How to shop for a book of business
If you want to be a successful buyer in a seller’s market, you must stand out against all the other advisors who might also want to bid on a practice that is for sale. Position yourself as the buyer...
Building your Business -
Hartman: Strategy for buying and selling a practice
George Hartman, president and owner of Market Logics Inc., describes the fundamental questions advisors should be asking when considering buying and selling practices. He spoke with Gavin Adamson at...
Practice Management -
Future profitability the key to valuing a business to buy or sell
George Hartman, president and owner of Market Logics Inc., discusses how to evaluate the worth of an advisory practice for both the seller and the buyer. He spoke with Gavin Adamson of Investment...
Practice Management -
Buying a practice from a star advisor, and more
George Hartman, president and owner of Market Logics Inc., starts to define what sorts of practices would make a “strategic fit” for advisors looking to buy — including the dilemma of buying from a...
Practice Management -
Hartman: Four considerations for buying, selling a practice
George Hartman, president and owner of Market Logics Inc., discusses what advisors should keep in mind when buying and selling a practice. He spoke at the TMX Broadcast Centre in Toronto.
Practice Management -
Accounting for goodwill when buying or selling a practice
George Hartman, managing director of Accretive Advisor, discusses how advisors can think of the goodwill associated with a practice they might sell or acquire and how it can affect the value of a...
Practice Management