Know Your Worth | The Rise of the External Buyer

Join Carson’s Michael Belluomini, SVP, Mergers & Acquisitions, and Mike Wieger, JD, VP, Mergers & Acquisitions, as they dive into the rise of external succession plans in the M&A market.
Topics of Discussion:
1. The differences between seller-financed internal succession, externally financed internal succession, and selling to an external buyer.
2. The pros and cons of external and internal succession plans.
3. Why the market for external succession has dramatically increased.

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