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The Authoritative M&A Guide for Financial Advisors

Buying, Selling, & Valuing Financial Practices shows you how to complete a sale or acquisition of a financial advisory practice and have both the buyer and seller walk away with the best possible terms. From the first pages of this unique book, buyers and sellers and merger partners will find detailed information that separately addresses each of their needs, issues and concerns.

From bestselling author and industry influencer David Grau Sr. JD, this masterful guide takes you from the important basics of...

This book is going to challenge you and everything you think you know about succession planning.

For independent advisors, succession planning is quickly becoming the cornerstone to a strategic growth strategy designed to perpetuate their business and their income streams beyond their own lifetime, while providing a multi-generational service platform that attracts and rewards younger advisors. This makes succession planning one of the most, if not the most, important practice management tools in this industry today.

As an independent financial advisor, now is...

This is a collection of vignettes written by Soviet junior officers describing their experiences fighting the Mujahideen guerillas. The material was originally collected and published - for internal use only - by the Frunze Combined Arms Staff College to serve as a text on combat against a guerilla force in mountain-desert terrain. It provides examples of good and bad military practice. The lessons are not specific to the Russian forces, and the knowledge gained could apply to future conflicts.