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Robert Fragasso

Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other Professional Service Providers

Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other Professional Service Providers

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  • More about Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other Professional Service Providers

The book provides expert insight and advice for professionals looking to strike out on their own, fully updated to reflect current trends and issues. It offers step-by-step guidance on the independence process, from initial decision-making to managing your business and exiting strategy. The author has gained valuable practical experience and shares alternative ideas on leveraging skills, licensing services, planning for retirement, and more.

Format: Hardback
Length: 224 pages
Publication date: 18 February 2021
Publisher: John Wiley & Sons Inc


Provides expert insight and advice for professionals looking to strike out on their own, fully updated to reflect current trends and issues.

Considering the overabundance of professional service providers toiling at monolith employers, you might want to start thinking about business independence.

Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs, and Other Professional Service Providers offers you step-by-step guidance on the entirety of the independence process, from your initial decision to break free, to managing your business, to your ultimate exit strategy.

In the 15 years since he first wrote Starting Your Own Practice, author Robert Fragasso has gained invaluable practical experience continuing to lead his own independent investment management and financial planning firm. Now in its Second Edition, this popular guide provides more depth on management considerations, transition to business maturity, and eventual profitable business succession. The author has added a wealth of alternative ideas on how to leverage your skills and talents in your own business, license your services and infrastructure, plan for your retirement, and more. Sharing new insights on making the independence move quicker, easier, and less costly, this new edition:

Provides straightforward information on both the financial benefits and risks of starting your own practice.

Helps you decide if you truly want to go into business for yourself.

Offers expert guidance on planning your move and structuring your marketing, managing, staffing, and general business operations.

Discusses practical considerations such as leaving your current employer, converting existing clients, protecting your confidentiality, and financing your new business.

Pr.

Weight: 404g
Dimension: 162 x 235 x 25 (mm)
ISBN-13: 9781119723004
Edition number: 2nd Edition

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