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 Valuation Calculator tool can help advisors get started.

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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