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Author: Ken Doughty
Publisher: CRC Press
ISBN: 0849390338
Category : Business & Economics
Languages : en
Pages : 422
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Book Description
Once considered a luxury, a business continuity plan has become a necessity. Many companies are required to have one by law. Others have implemented them to protect themselves from liability, and some have adopted them after a disaster or after a near miss. Whatever your reason, the right continuity plan is essential to your organization. Business
Author: David Grau, Sr.
Publisher: John Wiley & Sons
ISBN: 1118866428
Category : Business & Economics
Languages : en
Pages : 230
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Book Description
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 the time to address the question of what will happen to your practice and your clients after you “exit the building.” In most cases, the answers are right in front of you. Thankfully, Succession Planning for Financial Advisors: Building an Enduring Business has arrived to transform today’s practices into businesses designed to endure and prosper and serve generations of clients. Learn how to create a “Lifestyle Succession Plan” that can provide a lifetime of income and benefits to the founder even as he/she gradually retires on the job Unlock the power of equity management – the best planning and building tool an independent advisor owns Learn how to attract and retain the best of the next generation to help you build a great business and to support your succession plans and care for your clients and their families Determine precisely when to start a formal succession plan and related continuity plan so that your business can work for you when you need it most Understand why succession planning and selling your business are completely different strategies, but how they can complement each other when used correctly 95% of independent financial service professionals are one owner practices. To the positive, these practices are among the most valuable professional service models in America. But almost all advisors are assembling their practices using the wrong tools – tools borrowed from historically successful, but vastly different models including wirehouses, broker-dealers, and even OSJ’s and branch managers. Revenue sharing, commission splitting and other eat-what-you-kill compensation methods dominate the independent sector and virtually ensure that today’s independent practices, if left unchanged, will not survive the end of their founder’s career. It is time to change course and this book provides the map and the details to help you do just that. For independent practice owners and staff members, advisors who want to transition to independence, as well as accountants, attorneys, coaches and others involved in the financial services space, there are invaluable lessons to be learned from Succession Planning for Financial Advisors. Written by the leading succession planning expert in the financial services industry, former securities regulator, M&A specialist, and founder of the nationally recognized consulting and equity management firm, FP Transitions, David Grau Sr., JD, has created an unmatched resource that will have an enduring and resounding impact on an entire industry.
Author: Ken Doughty
Publisher: CRC Press
ISBN: 0849390338
Category : Business & Economics
Languages : en
Pages : 422
Get Book Here
Book Description
Once considered a luxury, a business continuity plan has become a necessity. Many companies are required to have one by law. Others have implemented them to protect themselves from liability, and some have adopted them after a disaster or after a near miss. Whatever your reason, the right continuity plan is essential to your organization. Business
Author: Linkage Inc.
Publisher: John Wiley & Sons
ISBN: 0787985791
Category : Business & Economics
Languages : en
Pages : 288
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Book Description
Plan For Your Organization's Success Linkage's Best Practices for Succession Planning provides the ultimate guide for planning, developing, implementing, and sustaining succession planning in any organization. This must-have book provides step-by-step instructions, practical advice, templates, and tools from some of the world's best companies and Linkage, a global organization development company that specializes in leadership development. Linkage Inc.'s Best Practices for Succession Planning is the comprehensive resource that includes information needed to * Ensure that succession management is owned by business leaders rather than just HR * Assess potential for future roles, not just track record of performance * Manage succession data on individuals and talent pools * Balance talent development and acquisition in achieving future objectives * Develop the processes, tools, and organizational capabilities necessary to effectively implement and sustain the system * Integrate succession planning systems with other businesses and HR systems in the organization to achieve efficiency, consistency, and impact
Author: David Grau, Sr.
Publisher: John Wiley & Sons
ISBN: 1119207371
Category : Business & Economics
Languages : en
Pages : 325
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Book Description
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 valuation to the finer points of deal structuring, due diligence, and legal matters, with a depth of coverage and strategic guidance that puts you in another league when you enter the M&A space. Complete with valuable tools, worksheets, and checklists on a companion website, no other resource enables you to: Master the concepts of value and valuation and take this issue “off the table” early in the negotiation process Utilize advanced deal structuring techniques including seller and bank financing strategies Understand how to acquire a book, practice or business based on how it was built, and what it is capable of delivering in the years to come Navigate the complexities of this highly-regulated profession to achieve consistently great results whether buying, selling, or merging Buying, Selling, & Valuing Financial Practices will ensure that you manage your M&A transaction properly and professionally, aided with the most powerful set of tools available anywhere in the industry, all designed to create a transaction where everyone wins—buyer, seller, and clients.
Author: Susan Snedaker
Publisher: Butterworth-Heinemann
ISBN: 0080553729
Category : Computers
Languages : en
Pages : 481
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Book Description
Powerful Earthquake Triggers Tsunami in Pacific. Hurricane Katrina Makes Landfall in the Gulf Coast. Avalanche Buries Highway in Denver. Tornado Touches Down in Georgia. These headlines not only have caught the attention of people around the world, they have had a significant effect on IT professionals as well. As technology continues to become more integral to corporate operations at every level of the organization, the job of IT has expanded to become almost all-encompassing. These days, it's difficult to find corners of a company that technology does not touch. As a result, the need to plan for potential disruptions to technology services has increased exponentially. That is what Business Continuity Planning (BCP) is: a methodology used to create a plan for how an organization will recover after a disaster of various types. It takes into account both security and corporate risk management tatics.There is a lot of movement around this initiative in the industry: the British Standards Institute is releasing a new standard for BCP this year. Trade shows are popping up covering the topic.* Complete coverage of the 3 categories of disaster: natural hazards, human-caused hazards, and accidental and technical hazards.* Only published source of information on the new BCI standards and government requirements.* Up dated information on recovery from cyber attacks, rioting, protests, product tampering, bombs, explosions, and terrorism.
Author: David Berke
Publisher: Center for Creative Leadership
ISBN: 1882197895
Category : Business & Economics
Languages : en
Pages : 62
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Book Description
The purpose of succession-related practices is to ensure that there are ready replacements for key positions in an organization so that turnover will not negatively affect the organization's performance. CCL first published an annotated bibliography on succession planning in 1995. That bibliography focused primarily on the link between succession and management development. This bibliography has a broader scope; it is an update and expansion, commensurate with the maturation of this area of practice. In addition to linkages between succession and development, we also consider representative literature on CEO succession, high potentials, and succession systems and architecture. It is hoped that those who use this bibliography will find resources that help them in conceptualizing, planning, and implementing effective succession systems in their organizations.
Author: Deards, Kiyomi D.
Publisher: IGI Global
ISBN: 1466658134
Category : Language Arts & Disciplines
Languages : en
Pages : 322
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Book Description
As the baby boomer generation begins to retire, the focus shifts to the next generation of global leaders in diverse industries. Within the field of library science, succession planning has become a topic of interest to ensure the success of future libraries as the workforce shifts and enable up-and-coming leaders. Succession Planning and Implementation in Libraries: Practices and Resources provides valuable insight into the process of implementing succession planning in libraries. This book delves into the challenges and possibilities of a succession plans effect on the success of library organizations. Human resources officers, library administrators, academicians, and students will find this book beneficial to furthering their understanding of current practice in succession planning.
Author: Jessica Ferm
Publisher:
ISBN: 9780815384830
Category : City planning
Languages : en
Pages : 309
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Book Description
Contemporary challenges in Development Management / Ben Clifford -- Planning for public transport : applying European good practice to UK regions? / Iqbal Hamiduddin and Robin Hickman
Author: David Berke
Publisher: Center for Creative Leadership
ISBN: 1604917415
Category : Business & Economics
Languages : en
Pages : 62
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Book Description
The purpose of succession-related practices is to ensure that there are ready replacements for key positions in an organization so that turnover will not negatively affect the organization's performance. CCL first published an annotated bibliography on succession planning in 1995. That bibliography focused primarily on the link between succession and management development. This bibliography has a broader scope; it is an update and expansion, commensurate with the maturation of this area of practice. In addition to linkages between succession and development, we also consider representative literature on CEO succession, high potentials, and succession systems and architecture. It is hoped that those who use this bibliography will find resources that help them in conceptualizing, planning, and implementing effective succession systems in their organizations.
Author: Marianne Davys Architects Ltd
Publisher: Routledge
ISBN: 1000702332
Category : Architecture
Languages : en
Pages : 267
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Book Description
This book is a practical guide for students or those already running or thinking of running a small practice on how to set up and run a small architectural practice and how to run multiple small projects efficiently. It is split into three distinct sections: Part 1 begins with the practicalities of setting up a small architectural business; Part 2 goes into detail on how to run your small practice, including valuable advice on business planning and cash flow; and Part 3 follows with guidance on running multiple small projects. Structured around the RIBA Plan of Work, this section has plenty of examples of the kinds of projects - both domestic and non-domestic - that the small practice might take on, and finishing with 10 illustrated case studies of domestic and commercial projects from £50,000–£750,000.
