Join us on July 28 to discuss succession planning with Jason Carver, Vice President of Mergers & Acquisitions at Carson Group.

Jason has extensive experience in mergers and acquisitions in both advisory and principal positions. At Carson, he focuses on executing strategic transactions for Carson Wealth, advising on the inorganic growth efforts of partners within Carson Partners, and supporting the M&A activities of the members within Carson Coaching. He holds a BS from the University of Southern California and an MBA from Columbia Business School.

In Resolve, Jason will cover:

• • -Hire, Acquire or Partner: Evaluating your internal and external succession planning options
  • -How to find successors for your practice
  • -Determining a valuation for your firm – or those you’re looking to acquire
  • -Best practices for transitioning equity

The online event kicks off at 1 p.m. CT on Tuesday, July 28. We’ll be sure to save you a seat – please register using the form on this page.

REGISTER