How to Join
However you want to partner with Carson, we let your needs be the driver in the decisions.
10 Weeks to Transition Your Business
That’s right. When we commit to our partnership, onboarding takes just 10 weeks. During the transition process, we’ll work alongside you to every step of the way – strategizing, paperwork, marketing, training and more. Then, when that go-live date comes, we’re right there to celebrate with you.
The Transition Process
Due Diligence
Learning
Partner Experience at Carson
Agreement
Kick-off Call
Transition
Strategy Mapping
Paperwork Pre-population
Marketing
Team Training
Data Conversion
Execution
Go Live!
On-site “SWOT” Team
AUM Conversion
On-site Training
How to Join
Grow With Carson
Join a Partner Firm
Minority Investment
Full Acquisition
Grow With Carson
Keep your practice and your brand, while getting the support you need to grow.
Find Your FitJoin a Partner Firm
Focus 100% on your clients and growth, and ditch the headaches of running a firm.
Find Your FitMinority Investment
Keep control of your firm and get a capital infusion, succession plan & extra growth support from a national brand.
Find Your FitFull Acquisition
Favorable exit plan with an RIA that will care for your clients the same way you do. Stay on and run the practice, or take the next step in your freedom journey.
What’s Your Firm Worth?
Your next step starts with understanding your advisory firm’s value.
Find Your Fit
Find the freedom and growth backed by the Carson ecosystem, regardless of if you manage $1 million in assets or $1 billion. Let’s discuss which partnership model works best for you.
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