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  • "Assess Your Match" with The Partnership Resource Partnership

    "Assess Your Match" with The Partnership Resource Partnership

    The most satisfied and successful business partners are those who have identified the strengths and challenges of their partnership – knowing what he or she brings to the partnership and appreciating what the other partners bring to create a well-aligned partnership team that is better and stronger than the sum of its parts.
    Price: $500.00

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  • "Assess Yourself" with The Partnership Resource

    "Assess Yourself" with The Partnership Resource

    Self-awareness is a powerful tool. Our assessment clarifies: • How and why you make decisions • The best way to communicate with others • Which values motivate you in your business and life
    Price: $500.00

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  • DeVoe and Company's Valuation Services Overview

    DeVoe and Company's Valuation Services Overview

    Do you need to know the value of your firm to begin your succession plan, merge with or buy another firm or to offer ownership to your staff? A third-party valuation can provide you with this insight.
    Price: $0.00

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  • Investment Advisor's Guide to Finance

    Investment Advisor's Guide to Finance

    This white paper outlines the various forms of capital available to financial advisors for expanding their businesses, acquiring a business (including succession), modernizing a business, recruiting, and other activities.
    Price: $0.00

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  • Positioning Your Firm for a Sale

    Positioning Your Firm for a Sale

    David DeVoe, Founder and Managing Partner of DeVoe and Company gives a brief overview of the necessary steps needed to increase the value of a firm or ready them for sale.
    Price: $0.00

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  • Ten Best Practices in Investment Advisory Partnerships

    Ten Best Practices in Investment Advisory Partnerships

    In the wider business world, the rate of failure for mergers is about 70% and there is little reason to believe that independent RIA mergers are any different. These failures not only waste money but are a profound distraction from the business. So while there can be great benefits to creating a partnership, there are also significant risks. This paper is focused on maximizing those potential benefits and minimizing those risks.
    Price: $0.00

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  • The Partnership Resource Initial Discussion Worksheet

    The Partnership Resource Initial Discussion Worksheet

    Set the table for an effective negotiation by preparing in advance with the downloadable Initial Discussion Worksheet. Based on research done by the Harvard Negotiation Project, the worksheet brings you through 7 key elements to get the most out of your initial (and subsequent) discussions with your matches.
    Price: $0.00

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  • Top 10 Legal & Compliance Concerns in Investment Advisor Acquisitions

    Top 10 Legal & Compliance Concerns in Investment Advisor Acquisitions

    Whether you are purchasing an advisory firm to expand your business, or selling your advisory firm to effectuate your succession plan, there are legal and compliance matters that will need to be addressed. Download this free overview of legal and compliance issues.
    Price: $0.00

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  • What's next for me?

    What's next for me?

    You've built your business. You're proud of it, and you should be. But like many business owners over 50 you may be asking yourself some tough questions like "what's next for me?" Is it time to transition to retirement and consider the next phase of your life? Perhaps you need a business succession plan, or you may be ready to sell your business?
    Price: $0.00

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