Know the Value of Your Business
Equity is a key component in M&A deals. Know what your advisor business is worth before you give part of it away.
M&A Support Services for Financial Advisors
Fully understand every factor that drives your business valuation and how it can affect your M&A efforts.
We’ll help you identify potential advisors and communicate effectively, so you can focus on finding the right culture fit.
The due diligence process can be a headache. We’ll lead the initial process to ensure you’re comfortable making a deal.
We drive the negotiation process to ensure you receive a fair deal – or know when to walk away.
When you’re ready to make a deal, we’ll help you raise the necessary capital.
Your new team members will work with our onboarding team to ensure that they are fully integrated into your firm.
Why Acquire a Firm?
Many financial advisors don’t have a succession plan. Crafting an exit strategy that protects your clients and legacy now will let you focus on enjoying your business without worries about the future.
Expand Your Offering
No one financial can offer everything. Acquiring an advisory that specializes in areas you don’t can help round out your offering to attract a new client base
Quickly Grow Your Business
Acquiring another book of business beefs up your balance sheet faster than adding clients one at a time. Inorganic growth is a core strategy for firms who are focused on rapid, intentional growth.
Leveraging Each Other's Strengths
In a single M&A deal, one Carson Partner expanded its service offering, created efficiency and spurred immediate growth.