Realizing Your Vision With Inorganic Growth

Resource: Realizing Your Vision With Inorganic Growth

Just as you tell your clients to plan for the future, savvy advisors, too, plan for the future of their business.

How will you grow your firm? Inorganic growth is key.

Carson’s VP of Mergers and Acquisitions, Jason Carver is a fountain of knowledge when it comes to this important area, and he shares his expertise during a special webinar: “Realizing Your Vision With Inorganic Growth.”

During this on-demand webinar, you’ll learn:

  • Why you should consider inorganic growth
  • The core characteristics of a healthy buyer
  • How to accurately assess a firm’s value
  • How Carson can support and strengthen your inorganic growth efforts
  • And more!

M&A activity has accelerated in recent years, and 2020 is projected to be the 7th straight year of record-setting numbers. Make sure you’re up to date on best practices and taking steps to strengthen your firm’s position – now and in the future.

Get in Touch

In 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us
The Essentials of Succession Planning for Financial Advisors

The Essentials of Succession Planning for Financial Advisors

Learn how to choose a successor and find the true value of your firm. Download Now