4 Steps to Choosing the Right Succession Plan

Posted on November 22, 2019

Succession planning can feel like just another thing on your plate – one you put off for a long time. Why should you plan for the end when you’re still growing business?

Well, you’re not alone in that thought process. Only 40% of advisors have a solid succession plan in place. Clearly, something is holding back more than half of advisors.

Watch the on-demand version of our webinar: “4 Steps to Choosing the Right Succession Plan.”

Jason Carver, Carson’s VP of Mergers and Acquisitions, leads the discussion around succession planning as well as:

  • How to choose the right succession plan
  • The internal and external routes available
  • The difference between succession and continuity

Tired of Never Really Clocking Out?

We could help you shave hours off your work week.


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