Jason Carver

Vice President, Mergers & Acquisitions

Vice President, Mergers & Acquisitions
With extensive experience in mergers and acquisitions in both advisory and principal positions, Jason leads M&A across Carson Group. He focuses on executing strategic transactions for Carson, advising on the growth efforts of partners.

Blog Practice Management

The Three Factors That Determine If Now Is The Right Time to Sell Your Firm

Posted on June 8, 2021
Timing is everything when it comes to selling your firm. You need to feel ready to relinquish ownership. Your willingness to exit – and, ultimately, your firm’s valuation – is dependent on…

Blog Succession Planning

3 Essential Steps for Advisors Thinking About Succession Planning

Posted on July 18, 2019
Time has a way of marching forward without asking. Openly acknowledging this allows us to better envision and plan our lives, both personally and professionally. A large number of financial…

Blog Succession Planning

4 Steps to Building a Successful Internal Succession Plan for Your Advisory Firm

Posted on December 11, 2018
Remember what it was like when you started your firm? Those days when you transitioned from being one advisor among many to being a CEO. It felt like your concerns…

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