Smart Succession Planning for Financial Advisors
You encourage clients to protect their legacy – now protect your own.
Protect Your Clients and the Future of Your Business
Tiburon Strategic Advisors Study, 2021
Choose Your Succession Path
Internal Succession
Ensure a smooth transition to your team backed by the Carson ecosystem and support.
Carson Partners
Find a like-minded firm that fits your culture within the extensive Carson Partners network.
Acquire a Successor
Don’t have the right fit in-house? We’ll help you acquire an advisor to become your successor.
Carson Wealth
Many Carson Partners plan to transition their practices to us when they exit the business.
What's Your Business Worth?
Before handing over the keys, ensure you’re getting the right price. See what your firm is worth with our business valuation calculator.
Successful Succession
Exit with Confidence
We get it, walking away is tough. Know that when you’re ready – your clients and team will have consistency and support.
Cut Down on Paperwork
Our experience team will help craft a business continuity agreement that honors the way you have run your business.
Valuation You Can Trust
We’ll help you through the valuation process to make sure you’re getting the best price possible.
Financing Available
Don’t let raising capital stand in the way of your succession. We have in-house financing and industry partners ready to help your team.
Carson checks all the boxes for me.
Joel Larsen, Principal at Navion Financial Advisors, needed a succession plan – but he got so much more. Learn how his clients are reaping the benefits.
Succession Insights
Lock Down Your Succession Plan
Make sure you have the right protection in place for your clients, your team and your legacy. Let’s walk through your succession plan (or talk about creating one) and identify any of the gaps along the way.
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