Thinking About a Succession Plan?

Knowing your advisory firm’s value is the first step to building a successful succession plan.


Take the Valuation Calculator to see where you stand.

Learn Your Advisory Firm’s Value

Your business is one of your largest assets – and knowing its value is critical when you’re considering a sale.

Answer six quick questions in our valuation calculator to better understand the market value of your advisory firm.


Increase the Value of Your Firm

Want to increase your valuation? Acquire other new advisors? Find a succession plan or capital partner? Start the conversation with the Carson team today to learn more about how we can help you grow your firm’s value.