M&A is a hot topic among advisors who are seeking exponential growth, or looking to exit the business. But how do you know if it’s the right strategy for your firm?
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 UsLatest Posts

The Essentials of Succession Planning for Financial Advisors
Related Content
Know Your Worth: Anatomy of the Deal
Join Carson’s Michael Belluomini, SVP, Mergers & Acquisitions, and Mike Wieger, VP, Mergers & Acquisitions, as they dive into the structure of a typical M&A deal. Topics of Discussion: The differences between upfront, retention, and growth earnouts. The strangest deal terms and new wrinkles they’ve encountered. The present value of a deal and why headline …
Know Your Worth: Innovation, Integration, and the Investment Frontier
Join Carson’s M&A leaders Michael Belluomini and Mike Wieger for a timely conversation with Hiren B Patel, Head of Advisor Solutions at 55ip and Brendan Taylor, VP of Advisor Success Manager at 55ip. We’ll explore how investment management trends are shaping M&A strategy and what advisors need to know about tax-smart investing, tech-powered portfolios, and …
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 …