Grow and Protect Your Book of Business

Healthy growth drives a healthy business, and well-run businesses know the importance of planning for the future. Carson Partners are paired with a dedicated mergers and acquisitions team with extensive experience in helping you pursue strategic transactions, advising you on inorganic growth efforts and supporting your M&A pursuits.

What does M&A look like for partner firms?

Understand the three primary paths forward for your firm in our “Solutions for Growth” brochure.

Realize Your Inorganic

Growth Potential

With our two-tiered Inorganic Growth program you can attract like-minded advisors that will help strengthen and expand your business. We provide all the materials you need to identify and contact prospects, assess whether you’re a good fit and move through the process of joining forces to grow without restraints.

Secure Your Legacy and

Protect Your Clients

With more than 100 partner firms, you have a built-in network offering strong succession options and the flexibility to look for external opportunities. Meantime Carson can also act as a backstop for business continuity, so you can work confidently knowing your business, your family and your clients are taken care of.

A Custom Succession Plan that Works for You

We help you weigh the options – merger, acquisition, internal succession – and decide what makes the most sense for your business and your future. The M&A team will help you evaluate, structure, value and negotiate transactions, while our legal team provides templates and guidance for the structure behind the deal.
“To see that deployed – in fact, even enhanced from the idea you had – is what’s exciting.”

Jamie Carroll

Managing Partner, Wealth Advisor
Carson Wealth
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Discuss Your Future

What’s the future look like for your firm? Do you have a strong advisor network? Get a conversation started with our Partnership Development team if you’re interested in acquiring books of business or establishing a succession plan.
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