Michael Belluomini
Know Your Worth | Rob Madore
Rob Madore, Vice President at MarshBerry, joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into the key value drivers that most buyers look for when making an investment. Topics of Discussion: Consolidation in the wealth management industry How Rob and MarshBerry consult with and prepare …
Michael Belluomini
November 14, 2024
Know Your Worth | Alicia Chandler
Goal of the Live stream is to walk through the different stages of the M&A process to help educate potential sellers along the way. Last month we talked with Nate Fisher to discuss his path to partnering with Carson and the ultimate goal of taking over the family business. This week we are coming to …
Michael Belluomini
October 7, 2024
Know Your Worth | Nate Fisher
We will walk through the different stages of the M&A process to help educate potential sellers along the way. Last month we talked with Ted Motheral from Potomac Law Group to discuss the Legal aspect of the transition process. This week we are coming to you live from Excell to speak with Nate Fisher to …
Michael Belluomini
September 10, 2024
Know Your Worth | Ted Motheral
Ted Motheral, Partner, Potomac Law Group, joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into the legal side of the transition process. Topics of Discussion: Why to hire an M&A attorney instead of a family attorney. The importance of personal goodwill. What sellers should expect …
Michael Belluomini
August 8, 2024
Know Your Worth | Jacqueline Martinez
Jacqueline Martinez, Managing Partner at Alaris Acquisitions, joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into the transition process that takes place after an M&A deal. Topics of Discussion: How do you narrow the universe of potential buyers for a seller? Talk a bit about …
Michael Belluomini
July 11, 2024
Know Your Worth | Laura Delaney
In this month’s Know Your Worth livestream, Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, welcome Laura Delaney, Vice President, Practice Management & Consulting, at Fidelity. They’ll go through a macro overview of the M&A landscape, including how 2023 shook out, the trends so far this year and more. …
Michael Belluomini
June 20, 2024
Know Your Worth | Tray Wiltse
In this month’s Know Your Worth livestream, Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, welcome Tray Wiltse, Managing Director & Wealth Advisor at Carson Wealth in Kansas City. They’ll go through the process of Tray selling his book of business and the factors that went into his decision. …
Michael Belluomini
May 13, 2024
Know Your Worth | Mike Wieger
We’re diving into expert insights, sharing real-life case studies, and giving you practical tools to boost your M&A strategy and and understand the options for succession planning. Stay ahead in the fast-paced world of wealth management mergers and acquisitions with our engaging livestream sessions.
Michael Belluomini
April 12, 2024
How to Find a Financial Advisor Book of Business for Sale
Buying another advisor’s book of business is a way to immediately grow your assets under management and add new specialty services to your practice. If you’re considering an acquisition, chances are you’ve already got some idea of what you’re looking for, the valuation process for setting a price and how you would integrate the two …
Michael Belluomini
March 21, 2023
3 Questions Financial Advisors Must Answer Before Pursuing M&A Deals
There has never been a better time for advisor-CEOs to explore growing their business through M&A. Two key trends are fueling opportunities for significant growth — if you’re ready to take your business to the next level. The first trend changing the RIA landscape is the demographic shift taking hold as baby boomers transition out of …
Michael Belluomini
July 28, 2022