Home In Depth Special Reports Buying and selling a book of business

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.

February 6, 2012

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 of choice well in advance

  • February 6, 2012 November 6, 2019
  • 13:13

Accounting for goodwill when buying or selling a practice

  • November 16, 2011 October 30, 2019
  • 11:35

Hartman: Four considerations for buying, selling a practice

  • September 9, 2011 October 30, 2019
  • 06:38

Buying a practice from a star advisor, and more

  • August 17, 2011 October 30, 2019
  • 08:56

Hartman: Strategy for buying and selling a practice

  • July 11, 2011 October 30, 2019
  • 06:00