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Author : John A. Eads
Publisher :
ISBN 13 :
Total Pages : 132 pages
Book Rating : 4.3/5 ( download)
Download or read book Practice Continuation Agreements written by John A. Eads and published by . This book was released on 1992 with total page 132 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Linkage Inc.
Publisher : John Wiley & Sons
ISBN 13 : 0787985791
Total Pages : 288 pages
Book Rating : 4.7/5 (879 download)
Download or read book Linkage Inc.'s Best Practices in Succession Planning written by Linkage Inc. and published by John Wiley & Sons. This book was released on 2007-07-16 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 13 : 1118866428
Total Pages : 230 pages
Book Rating : 4.1/5 (188 download)
Download or read book Succession Planning for Financial Advisors written by David Grau, Sr. and published by John Wiley & Sons. This book was released on 2014-06-02 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 : David Grau, Sr.
Publisher : John Wiley & Sons
ISBN 13 : 1119207371
Total Pages : 325 pages
Book Rating : 4.1/5 (192 download)
Download or read book Buying, Selling, and Valuing Financial Practices, + Website written by David Grau, Sr. and published by John Wiley & Sons. This book was released on 2016-08-22 with total page 325 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 : Institute of Chartered Accountants of Ontario. Practice Advisory Service
Publisher :
ISBN 13 :
Total Pages : 24 pages
Book Rating : 4.:/5 (234 download)
Download or read book Practice Continuation Planning written by Institute of Chartered Accountants of Ontario. Practice Advisory Service and published by . This book was released on 1990 with total page 24 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Susan Snedaker
Publisher : Butterworth-Heinemann
ISBN 13 : 0080553729
Total Pages : 481 pages
Book Rating : 4.0/5 (85 download)
Download or read book Business Continuity and Disaster Recovery Planning for IT Professionals written by Susan Snedaker and published by Butterworth-Heinemann. This book was released on 2011-04-18 with total page 481 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 : Deards, Kiyomi D.
Publisher : IGI Global
ISBN 13 : 1466658134
Total Pages : 322 pages
Book Rating : 4.4/5 (666 download)
Download or read book Succession Planning and Implementation in Libraries: Practices and Resources written by Deards, Kiyomi D. and published by IGI Global. This book was released on 2014-03-31 with total page 322 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 : American Bar Association. House of Delegates
Publisher : American Bar Association
ISBN 13 : 9781590318737
Total Pages : 216 pages
Book Rating : 4.3/5 (187 download)
Download or read book Model Rules of Professional Conduct written by American Bar Association. House of Delegates and published by American Bar Association. This book was released on 2007 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.
Author : David Berke
Publisher : Center for Creative Leadership
ISBN 13 : 1604917415
Total Pages : 62 pages
Book Rating : 4.6/5 (49 download)
Download or read book Succession Planning and Management: A Guide to Organizational Systems and Practices written by David Berke and published by Center for Creative Leadership. This book was released on 2005-06-24 with total page 62 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 : Jessica Ferm
Publisher : Routledge
ISBN 13 : 1351203290
Total Pages : 310 pages
Book Rating : 4.3/5 (512 download)
Download or read book Planning Practice written by Jessica Ferm and published by Routledge. This book was released on 2018-06-13 with total page 310 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planning Practice: Critical Perspectives from the UK provides the only comprehensive overview of contemporary planning practice in the UK. Drawing on contributions from leading researchers in the field, it examines the tools, contexts and outcomes of planning practice. Part I examines planning processes and tools, and the extent to which theory and practice diverge, covering plan-making, Development Management, planning gain, public engagement and place-making. Part II examines the changing contexts within which planning practice takes place, including privatisation and deregulation, devolution and multi-level governance, increased ethnic and social diversity, growing environmental concerns and the changing nature of commercial real estate. Part III focuses on how planning practice produces outcomes for the built environment in relation to housing, infrastructure, economic progress, public transport and regeneration. The book considers what it means to be a reflective practitioner in the modern planning system, the constraints and opportunities that planners face in their daily work, and the ethical and political challenges they must confront.
Author :
Publisher :
ISBN 13 :
Total Pages : 70 pages
Book Rating : 4.:/5 (932 download)
Download or read book What Will You Do with Your Practice? written by and published by . This book was released on 2015 with total page 70 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Gary Hack
Publisher : International City/County Management Association(ICMA)
ISBN 13 : 9780873261487
Total Pages : 0 pages
Book Rating : 4.2/5 (614 download)
Download or read book Local Planning written by Gary Hack and published by International City/County Management Association(ICMA). This book was released on 2009 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This all-new edition of the popular book (2000 title-Practice of Local Government Planning, 3e) will continue to be the valued resource for preparing for the AICP exam. This new edition helps the reader understand the complexities of planning at the local level, and prepare to make decisions in a challenging environment. The eight chapters in Local Planning, roughly spanning from context to applications, consists of articles written by a wide range of experts academics, practitioners, clients, and observers of planning. Many examples of planning in action illustrate central principles.
Author : Tom Lenfestey
Publisher :
ISBN 13 : 9781734108620
Total Pages : 160 pages
Book Rating : 4.1/5 (86 download)
Download or read book Designing a Succession Plan for Your Law Practice written by Tom Lenfestey and published by . This book was released on 2020-10-30 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: The insider's guide to selling a law practice, transferring ownership, and designing a great Life After Law, written by two of the top authorities in succession planning.
Author : David Berke
Publisher : Center for Creative Leadership
ISBN 13 : 1882197895
Total Pages : 62 pages
Book Rating : 4.8/5 (821 download)
Download or read book Succession Planning and Management written by David Berke and published by Center for Creative Leadership. This book was released on 2005 with total page 62 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 : Mark C. Tibergien
Publisher : John Wiley and Sons
ISBN 13 : 0470884983
Total Pages : 355 pages
Book Rating : 4.4/5 (78 download)
Download or read book How to Value, Buy, or Sell a Financial Advisory Practice written by Mark C. Tibergien and published by John Wiley and Sons. This book was released on 2010-05-13 with total page 355 pages. Available in PDF, EPUB and Kindle. Book excerpt: Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—was formed less than forty years ago. But as the profession's first tier of advisers reaches maturity, the decisions that may be part of transition planning for their firms loom large. A sale? A partner buyout? A merger? No matter what the choice, its viability hinges on one critical issue—the value of the firm. Unfortunately, many advisers--whether veteran or novice—simply don't know the worth of their practice or how to influence it. That's why How to Value, Buy, or Sell a Financial-Advisory Practice is such an important book. It takes advisers carefully through the logic and the legwork of coming to a true assessment of one of their most important personal assets—their business. Renowned for their years of experience helping advisers tackle the daunting challenges related to the valuation, sale, and purchase of advisory firms, Mark C. Tibergien and Owen Dahl offer guidance that's essential and solutions that work.
Author : Jim Burtles, KLJ, CMLJ, FBCI
Publisher : Rothstein Publishing
ISBN 13 : 193133286X
Total Pages : 297 pages
Book Rating : 4.9/5 (313 download)
Download or read book Principles and Practice of Business Continuity written by Jim Burtles, KLJ, CMLJ, FBCI and published by Rothstein Publishing. This book was released on 2015-01-01 with total page 297 pages. Available in PDF, EPUB and Kindle. Book excerpt: This comprehensive how-to guide captures the distilled wisdom and experience of Jim Burtles, a founding fellow of the Business Continuity Institute; an internationally renowned figure in business continuity with over 30 years of experience and teaching across 22 countries; and a veteran of practical experience that includes recovery work with victims of events such as bombings, earthquakes, storms and fires, along with technical assistance/ support in more than 90 disasters, and advice/guidance for clients in over 200 emergency situations. As such, this book is a gold mine of practical information, based on solid theoretical underpinnings. It is an ideal combination of the practice of business continuity - standards, best practices, global perspectives - and, the process of business continuity - planning, development, implementation, and maintenance. Jim presents a clear picture of not only how to do what needs to be done, but why. By striking a balance between theory and practice, Jim's approach makes the reader's job much easier and more effective. Illustrated with numerous charts, forms and checklists, the book covers business continuity management from start to finish: understanding risks; assessing impact and developing a Business Impact Analysis; choosing contingency strategies; emergency response processes and procedures; salvage and restoration; disaster recovery; developing business continuity plans, including those for business continuity, emergency response, crisis management, function restoration, and disaster recovery; maintaining long term continuity; reviewing and auditing plans; exercising and testing plans; crisis management; dealing with various personnel issues before, during and after a crisis; and working with a variety of agencies and people, including local authorities, regulators, insurers, fire and rescue personnel, and neighbors. This comprehensive reference based on years of practical experience will ensure that the reader is in a position to engage in all of the activities associated with the development, delivery, exercise and maintenance of a business continuity program. There is a glossary of 90 business continuity terms. The accompanying downloadable BCP Tool Kit has 24 planning and analysis tools, including sample plans for evacuation, emergency response, and crisis management; scripts and plot development tools for creating exercises to test and audit plans; analysis tools for fire exposure, service impact, resource requirements, etc. It also includes checklists, case studies, and Web references. In addition to those highlighted above, this book includes additional important features: Ideal for senior undergraduate, MBA, certificate, and corporate training programs. Chapter overviews and conclusions; charts, graphs and checklists throughout Glossy of 90 business continuity terms. Downloadable Business Continuity Tool Kit, including templates of a sample business continuity plan, evacuation plan, emergency response plan, crisis management plan; case studies and exercises; student assignments; Websites; reader self-assessment. Instructor Materials, including PowerPoint slides, Syllabus and Instructor's Manual for 8-week course, with emphasis on student role playing. Author is a business continuity management pioneer and legend
Author : Neil Baum
Publisher : Jones & Bartlett Learning
ISBN 13 : 9780763750732
Total Pages : 260 pages
Book Rating : 4.7/5 (57 download)
Download or read book Disaster Planning for the Clinical Practice written by Neil Baum and published by Jones & Bartlett Learning. This book was released on 2009 with total page 260 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Disaster Planning for the Clinical Practice discusses how to overcome both natural and man-made disasters, identifies the necessary procedures for restarting your practice after a disaster has occurred, and explains how to prepare a real disaster plan. You will find true-life case studies, questions you will need to answer, and dozens of templates and forms for implementing your disaster plan immediately and effectively. Protect your practice - large or small - by using this valuable and timely resource."--BOOK JACKET.
