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.
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 | Alicia Chandler
Goal of the Live stream is to walk through the different stages of the M&A process to help educate potential sellers along the way. Last month we talked with Nate Fisher to discuss his path to partnering with Carson and the ultimate goal of taking over the family business. This week we are coming to …
Know Your Worth | Nate Fisher
We will walk through the different stages of the M&A process to help educate potential sellers along the way. Last month we talked with Ted Motheral from Potomac Law Group to discuss the Legal aspect of the transition process. This week we are coming to you live from Excell to speak with Nate Fisher to …
Know Your Worth | Ted Motheral
Ted Motheral, Partner, Potomac Law Group, joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into the legal side of the transition process. Topics of Discussion: Why to hire an M&A attorney instead of a family attorney. The importance of personal goodwill. What sellers should expect …