4 Steps to Choosing the Right Succession Plan

Succession planning can feel like just another thing on your plate – one you put off for a long time. Why should you plan for the end when you’re still growing business?

Well, you’re not alone in that thought process. Only 40% of advisors have a solid succession plan in place. Clearly, something is holding back more than half of advisors.

Watch the on-demand version of our webinar: “4 Steps to Choosing the Right Succession Plan.”

Jason Carver, Carson’s VP of Mergers and Acquisitions, leads the discussion around succession planning as well as:

  • How to choose the right succession plan
  • The internal and external routes available
  • The difference between succession and continuity

Get in Touch

We'd love to learn a bit more about your situation, then set up a complimentary consultation to review how we can help you and your business.

Contact Us
The Essentials of Succession Planning for Financial Advisors

The Essentials of Succession Planning for Financial Advisors

Learn how to choose a successor and find the true value of your firm. Download Now