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How To Find a Buyer for Your Business

From IRIS
Added on July 2015 in M&A Issues
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Summary: Are you ready to sell your business? OK! But before you cash out, you’ll need to find potential buyers. Middle market companies should generally be marketed to two broad groups of potential buyers: financial buyers and strategic buyers.

Where key players align in the DOL fiduciary fight

From InvestmentNews
Added on July 2015 in Form an RIA
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Summary: As the proposal's comment period ends Tuesday, here's a snapshot of some of the larger parties' stances,

How to Maximize Your Firm's Value for the Long Term

From Financial Planning
Added on July 2015 in Plan for the Future
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Summary: In the quest for success, the smart money has always gone to solid planning and forward-looking analysis.Consider politics: The presidential election is well over a year away, but candidates have been laying the groundwork for their campaigns for years, even decades.

Steps for Advisors to Get More Clients

From Think Advisor
Added on July 2015 in Manage Your Practice
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Summary:Ten years after it introduced its Advisor Services platform and one year after it completed distribution of a revamped version, Scottrade is holding a series of workshops around the country to help advisors adopt strategies and tactics to grow their businesses.

Advice-Firm M&A Held Back by Tire Kickers

From Financial Advisor IQ
Added on July 2015 in M&A Issues
1 visitor like this article | Viewed 3732 times | 0 comment

Summary: In the course of trying to expand his business, advisor Derek Holman is reaching out to smaller competitors throughout the West. But after more than a year of negotiations with a handful of select practice owners, the managing director at EP Wealth Advisors in Torrance, Calif., reports he’s yet to find just the right fit.

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