Resolve: Finding a Succession Solution
Event

Resolve: Finding a Succession Solution

July 28, 2020 @ 1:00 pm

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.

+ Google Calendar + iCal Export

Details:

Start:
July 28, 2020 @ 1:00 pm
End:
July 28, 2020 @ 2:00 pm
Event Category:
Event
Select which cookies you will allow this site to use:

  • Essential cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.

  • Functionality cookies enable a website to remember information that changes the way the website behaves or looks, like your preferred language or the region that you are in.

  • Analytics cookies help website owners to understand how visitors interact with websites by collecting and reporting information anonymously.

  • Advertising. cookies are used to track visitors across websites. The intention is to display ads that are relevant and engaging for the individual user and thereby more valuable for publishers and third party advertisers.

Save & Close