TITLE

VALUING A FINANCIAL SERVICES PRACTICE

AUTHOR(S)
Arrowood, Janet C.
PUB. DATE
May 2003
SOURCE
Advisor Today;May2003, Vol. 98 Issue 5, p44
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Discusses how to build, value and transfer a financial services practice. Ways to build a client base; Employment of good practices; Structure of the practice; Ways to value a practice; Factors affecting price; Buy-sell agreement; Capital gains tax issues.
ACCESSION #
9683141

 

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