Purchase a Book

Buy It! Book CoverBuy It! The Practical Guide to Buying a Financial Services Book of Business is now available for sale!  

This valuable book takes you step by step through the complex maze of the acquisition process. 

Whether you are considering buying OR selling a practice, you will learn the "must know" tips for completing a successful transition! 

 

Gain important insight on topics such as:

  • Where do I find a practice to buy?
  • How do I value a financial services business?
  • How should I write the contract?
  • What have business sold for in the past?
  • How do we communicate the change to clients?
  • How many clients will stay with the buyer post sale?

To find all of these answers and much more, purchase "Buy It!" by Mary Sterk today for only $19.95 plus $2.50 shipping & handling and state tax where applicable.

To get your copy of the book, use the "Buy Now" button below. All internet orders include USPS standard shipping.

If you wish to make different shipping arrangements or to order the book by mail, please download a copy of our Order Form. Mail orders include options for expedited shipping.