From The Partnership Resource
Added on May 2016 in M&A Issues
0 visitor like this article | Viewed 4511 times | 0 comment
Summary: We’ve worked with many successful partners who attribute some of the strength in their partnership to time spent in social activities as they got to know each other: golfing, biking, weekend travel with spouses. Yet we continue to see partners seeking mediation who had terrific social relationships but have profound problems in their business partnership.
From Financial Advisor IQ
Added on May 2016 in M&A Issues
0 visitor like this article | Viewed 4779 times | 0 comment
Summary: During the negotiation process of selling their advisory firms, some common mistakes FAs make might just cost them the deal, the Wall Street Journal writes.
From Wall Street Jornal Online
Added on May 2016 in M&A Issues
0 visitor like this article | Viewed 4871 times | 0 comment
Summary: Even advisers with decades of experience buying and selling investments for clients may have no experience selling a financial advisory practice.Experienced advisers sometimes make rookie errors when they look to sell their firm or merge it with another, experts say.
From LinkedIn Pulse
Added on May 2016 in M&A Issues
1 visitor like this article | Viewed 4734 times | 0 comment
Summary: For new partners, either starting a new venture or merging their businesses, few conversations are as difficult as discussing what the equity split will be. So, like any potentially messy conversation, it is often avoided. The default is to go with an even split or a split that ensures control to a specific founder.
From Financial Planning
Added on April 2016 in M&A Issues
0 visitor like this article | Viewed 5140 times | 0 comment
Summary: If you are even involved in a merger or acquisition, it will probably be the single most important financial transaction in your life. To put the odds in your favor, you need to make informed decisions that will maximize your rewards while reducing your risks..
