Index
- 30-hour threshold:
- about
- case study
- 83(b) election
- Accountant, on support team
- Accounting:
- Financial Industry Regulatory Authority
- for phantom stock plan
- Accuracy of valuation
- Acquisitions
- Adhesion, client
- Advertising, for succession team
- Age of advisors
- Agreements:
- antidilution
- buy-sell
- continuity
- contribution
- enterprise
- full-ratchet antidilution
- guardian
- noncompete/nonsolicitation
- operating
- revenue-sharing (continuity plan)
- shareholders'
- weighted-average antidilution
- Annual valuations
- Antidilution agreements
- Asset approach to valuation
- Asset concentration
- Asset sales:
- internal buyout
- third party, selling practice to
- Attorney, on support team
- Attrition
- Bank financing:
- availability of
- benefits of
- case study
- funding continuity plan
- for lump sum payout
- succession planning with
- Bank of America/Merrill Lynch
- Benchmark, cautions about
- Bills, Treasury
- Bonds, Treasury
- Bonuses:
- cash
- in cash flow modeling
- stock
- Books, sharing
- Book sales, partial
- Bottom-line focus
- Business. See also Family business
- defined
- as industry percentage
- perpetuation considerations
- practice versus
- ship model for
- Business growth:
- employee stock ownership plans and
- family business
- in independent financial services and advisory industry
- as Lifestyle Succession Plan goal
- Business model:
- described
- production model versus
- Business systems
- Buyer-to-seller ratio
- Buyout, internal:
- about
- asset sales
- continuity agreement
- deal structure
- events prompting
- partial book sales
- stock sales ...
Get Succession Planning for Financial Advisors: Building an Enduring Business, + Website now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
