Regional Events

Succession Planning

March 12, 2020 @ 11:30 am

We’ll be in Medinah on March 12 to discuss Succession Planning with Jason Carver, Vice President of Mergers & Acquisition 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 “Finding a Succession Solution”, Jason will discuss:

  • 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 event kicks off at 11:30 a.m. CST at the Medinah Country Club. We’ll be sure to save you a seat – please register using the form on this page.

 

Succession Planning

Details:

Start:
March 12, 2020 @ 11:30 am
End:
March 12, 2020 @ 2:00 pm
Event Category:
Regional Events
Map:

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