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
2007 Moss Adams Conpensation and Staffing Study of Advisory Firms. More than 700 firms participated in the 2007 Study, providing detailed staffing, compensation and operating data. The compiled results and accompanying analysis should provide an invaluable resource for any advisory firm with growth aspirations.
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 turn to Mark Tibergien and Rebecca Pomering, the most prominent and respected authorities and hands-on consultants on the science and practice of managing financial advisory firms. The authors have combined 40 years of research and analysis to write the definitive book on the subject of managing a financial advisory firm, with many ideas relevant for other professional service firms.
Recent Articles
Rebecca Pomering frequently writes for financial services industry publications such as Financial Advisor magazine.
Philip Palaveev writes for The Monitor, a publication of the Investment Management Consultants Association (IMCA), and for Registered Rep, a publication serving more than 125,000 brokers, financial advisors and financial planners.
Financial Services Contacts
Rebecca Pomering
206-302-6566
Philip Palaveev
206-302-6565
