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Keyword: Books of business

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The decision to make your exit now or wait five years isn't binary. Many variables could affect the outcome of your choice

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The firm has added 13 advisory teams from a year ago while the average book size per advisory team has risen by more than 80% in two years

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The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary time to transfer the book accordingly

Acquiring a book of business can result in an overwhelming increase in your workload. Here is a strategy to help you and your team manage your clients more effectively - and profitably

Finger on analysis button risk management or assessment concept

Here are four steps to reduce the inherent risks when taking over another advisor’s business

The valuation of a financial advisor's book of business for a divorce settlement must be based on a proven methodology that brings appropriate perspective and rationality to the discussion

Early valuations and regular reviews can help you determine whether you can make the transition to retirement at any time. You also can account for changes - both internal and external - that may affect the value of your business

Making sure your plans to sell your business are under wraps is critical, especially in the early stages. Here are some strategies to help you prevent leaks of private information that could sabotage your plans

Several factors, both internal and external, will determine when you should sell your practice. To help ensure you make the right decision, you must ask yourself some key questions

Figuring out how much your business is worth is both an art and a science. Once you understand the five principles of practice valuation, follow these steps to determine an appropriate price range