Financial Services
Our consultants have authored numerous practice management books and articles. While their work helps to spawn ideas for each publication, the additional research required to refine their thoughts contributes in a meaningful way to each consulting engagement.
Recent Publications
2008 Financial Performance Study of Advisory Firms. This study is the industry's most comprehensive analysis of independent financial advisory firms. More than 700 firms shared data resulting in multiple perspectives on the business.
Recent Books
How to Value, Buy, or Sell a Financial Advisory Practice provides financial advisory firms a manual with guidelines and techniques on the key issues related to valuing practices for sale, mergers, acquisitions, partnership, and transition planning.
Practice Made Perfect. Financial service professionals have turned to Rebecca Pomering, a prominent and respected authority on the science and practice of managing financial advisory firms. Pomering, now president of Moss Adams Wealth Advisors LLC, partnered with Mark Tibergien to leverage their combined 40 years of research and analysis to write this definitive book.
Financial Services Contacts
Rebecca Pomering
206-302-6566
