Overview

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  Provides new and revised content throughout, including additional in-depth commentary on management considerations and transition to business maturity  Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other Professional Service Providers is indispensable for anyone providing skilled personal services.  

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9781119723004

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Author Information

ROBERT FRAGASSO, CFP®, has over three decades of experience in the investment and financial planning fields. He directs the planning, management, analysis, research, and review of all client programs at Fragasso Financial Advisors. He graduated from Duquesne University, served in the Marine Corps, and did post-graduate work in accounting, finance, and economics through Carnegie Mellon and the University of Pittsburgh, and in investments via the New York Institute of Finance. Fragasso has been a Certified Financial Planner (CFP®) Professional since 1982 and is a member of the Financial Planning Association.

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