M&A
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
What’s Your Firm Worth?
In this special web segment, Mike Wieger and Michael Belluomini, VPs of Mergers and Acquisitions, share their observations of the current M&A market, including what you need to know when evaluating your firm’s value, from growth rate and overall AUM size to fees. If you’re interested in knowing what your firm is worth, Carson Group’s …
Carson Group
April 5, 2024
How to Calculate and Maximize Your Financial Advisor Valuation
As you run your financial advisory practice, in the back of your mind you realize you’re building a valuable business. But do you know just how valuable? You could be pleasantly surprised. Market valuations of RIAs have roughly doubled over the past five years thanks to strong M&A demand from large-scale advisory practices, consolidators and …
Tanner Butler
June 20, 2023
Gregg Johnson and Michael Belluomini: What’s New in Mergers and Acquisitions
What’s new in the mergers and acquisitions space? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions at Carson, speaks with Gregg Johnson, National Sales Director, and Michael Belluomini, Vice President, Mergers and Acquisitions. Together, they explore the intricate world of mergers and acquisitions, sharing profound insights into the unmatched advantages of partnering with …
Jamie Hopkins
June 12, 2023
The Comprehensive Guide to Succession Planning for Financial Advisors
You tell your clients they shouldn’t leave retirement planning to the last minute. The same applies to your business – specifically, with succession planning for financial advisors. Ideally, when you leave, you smoothly transition your clients and staff to another advisor who fairly compensates you for the book of business. But this process doesn’t …
Mike Wieger
May 9, 2023
The Complete Guide to Selling Your Financial Advisory Business
The RIA landscape is enjoying historic valuations as bidding on these firms by other RIAs, broker-dealers, banks and private equity firms drives up prices. The interest is understandable. McKinsey reports RIAs have achieved 12% annual growth in assets since 2016, making them the fastest-growing category in the U.S. wealth management market. At Carson Group, …
Dan Marquis
April 25, 2023
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