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Resources by Category Valuing Buying Selling Resources for
Financial Professional


Resources for Accountants, CPAs, Business Brokers,
Intermediaries, and Other Financial Professionals


  NEW   
How to 

Transition to a 
Fee Based Practice


Book - Transition to a Fee Based Practice - 225 pages of step by step instruction and examples to assist you  in transitioning to a Fee Based Practice and become more effective selling businesses.  
CDROM contains report writing software program, paperwork, marketing tools - essentially everything you need to start your transition to a fee based practice is provided in this package.  

VALUware 6.0
Business Valuation Software
Book and Software 

Designed   specifically  for the valuation of small and mid-size businesses (Companies with revenues from $100,000 to $40,000,000). No financial expertise is required yet MBAs and financial novices alike find VALUware 6.0 easy to use and a valuable time saving resource ~ companion to the book "In and Out of Business . . . Happily!"

Business Valuation Assistance  
for CPAs and other professionals

This service is offered nationally by Lighthouse Financial from their offices in Massachusetts. Very few professionals can match the extensive marketplace experience they bring to the valuation of small and mid-size companies.

EZbizVALUER 2.0
Business Valuation Software and Book
An easy to use and low cost Business Valuation and Transaction Structuring program for business owners, buyers and brokers who do not require the extensive report generated by VALUware 6.0 but want dependable results based upon the same market-place realities and experience.
Advanced Business Valuation 6.0
Software
 

Ideal for use by the financial professional dealing with larger 
complex businesses.

DealMaker docs
Transaction documentation Software

All the Forms, Contracts, Checklists, Special Wordings and Contingencies required to buy or sell a private company

Buying a Business Made Easier - Book

This book represent a compilation of the experiences gained in successfully negotiating the purchase and sale of more than 2,000 businesses.   Learn how to buy or sell a business like a pro.

Six Section 
Business Acquisition System
Book and Software

Six Section Business Acquisition System Business Acquisition Software -- "DealMaker 4.0"-- IRS Field Agent Audit Guide by Industry -- IRS Tax Return Data by Industry -- Forms, Checklists and Contracts  -- SBA Loan Proposal Generator -- Companion to the book "Buying a Business Made Easier"

The Business Reference Guide - 2003

The Latest 13th Edition! The most extensive and complete source of business buying and selling information on the market today! Includes over 1,000 business valuation rules of thumb for over 350 different businesses.

The Complete Guide To Business Brokerage
3rd edition

This book belongs in every business broker's library, regardless of how long you have been in business and especially if you're just getting into the field.

The Business Broker Newsletter

The Industry's leading Newsletter informs, educates, and keeps its readers aware of what's happening on the business brokerage scene.

Book and Software Combination Specials

 


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