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
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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 …
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 …
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 …