For what it's worth

Clarke, Richard
July 2009
Money Marketing;7/2/2009, p18
The article offers the author's views on the methods applied in order for IFA business enterprise to look attractive to buyers in 2009. He states that there are four methods in valuing an IFA company, assets-under-advice multiples, turnover multiples and discounted cashflow. He cites that in order to attain a balance view on value, he urges that the four approach should be applied.


Related Articles

  • PRACTICE TRENDS: Establishing the Value of Your Business. Ritchlin, Lance // Journal of Financial Planning;Sep2009, Vol. 22 Issue 9, Special section p14 

    The article presents the study by Advisor Impact on financial planners retirement in the U.S. It notes that the study found out that 33% of the subjects believe that the value of their business is 1 million dollar or more while 65% believe that their business will be worth 1 million dollar or...

  • To fee or not to fee: Pricing policies in financial counseling. Mazzoli, Camilla; Nicolin, Gianni // Financial Services Review;Winter2010, Vol. 19 Issue 4, p307 

    Pricing represents a key variable in the financial advisory industry. For this reason we investigate the possibility of identifying the type of advisory provided by making use of the pricing policy that advisors adopt in the United States and Italy. The prevalence of 'opaque' forms of...

  • Bruised but not beaten. Taylor, Mike // Money Management;12/11/2008, Vol. 22 Issue 47, p12 

    The author reflects on the performance of the financial services industry of Australia in the year 2008. He claims that 2008 has been a landmark year not only for the industry but for the global financial services sector as well. He says that this is the year when the biggest names in...

  • FSC points to TASA disadvantage for planners. Taylor, Mike // Money Management;4/25/2013, Vol. 27 Issue 15, p4 

    The article reports on the disadvantages of the Tax Agent Services Act (TASA) to financial planners according to Financial Services Council (FSC).

  • The Rest of the Story. Wagner, Dick // Journal of Financial Planning;Apr2004, Vol. 17 Issue 4, p18 

    The article comments on financial planning as a profession. The author reminisces about the years he has been in financial planning. He admits that when he entered the profession, he was mainly just trying to understand the financial planning profession and his life with it. He relates how a...

  • Intra-fund advice no threat to planners: Shorten. Pokrajac, Milana // Money Management;4/21/2011, Vol. 25 Issue 14, p4 

    The article reports on the assurance of Bill Shorten, Assistant Treasurer and Minister for Financial Services and Superannuation, that the intra-fund advice services is no threat to financial planners in Australia as they cannot sabotage the businesses of planners.

  • Taking a professional approach.  // Money Management;1/19/2006, Vol. 20 Issue 1, p20 

    The article focuses on the importance of getting financial services reform for the Financial Planning Association (FPA) in Australia in 2006. According to Corinna Dieters, chairman of FPA, the move for financial planning to achieve recognition as a profession will continue. She praises the work...

  • What Are You Worth? Kautt, Glenn G. // Financial Planning;May2005, Vol. 35 Issue 5, p39 

    Explains how to measure the value of an investment advisory business. Information on the discounted cash flow model; Key drivers of value; Result when business owners predict their revenues and earnings for the next three years.

  • Passing It On. Bowen Jr., John J. // Financial Planning;May2003, Vol. 33 Issue 5, p41 

    Discusses the steps involved in a system recommended to financial planners to generate a large number of high-quality referrals. Reason referrals are important in building an elite financial services business for affluent clients; Importance of awareness of a prospect's financial situation;...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics