Smart Succession Planning for Financial Advisors

You encourage clients to protect their legacy – now protect your own.

Get Started

Every advisor needs a succession plan – and only 34% have one. Whether you choose to promote from within, hand off to a trusted partner, or acquire a firm that shares your culture, let’s take the first step to secure your firm’s future.

Every advisor needs a succession plan – and only 34% have one. Whether you choose to promote from within, hand off to a trusted partner, or acquire a firm that shares your culture, let’s take the first step to secure your firm’s future.

66% of advisors lack a succession plan.

Protect Your Clients and the Future of Your Business

0
%
of advisors lack a succession plan.

Tiburon Strategic Advisors Study, 2021

Choose Your Succession Path

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Internal Succession

Ensure a smooth transition to your team backed by the Carson ecosystem and support.

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Carson Partners

Find a like-minded firm that fits your culture within the extensive Carson Partners network.

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Acquire a Successor

Don’t have the right fit in-house? We’ll help you acquire an advisor to become your successor.

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Carson Wealth

Many Carson Partners plan to transition their practices to us when they exit the business.

What's Your Business Worth?

Before handing over the keys, ensure you’re getting the right price. See what your firm is worth with our business valuation calculator.

Get Your Business Valuation
Firm’s AUM
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Your Valuation:
$6,102,002
$5,405,032
Percentage of AUM Advisory Business
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Successful Succession

Exit with Confidence

We get it, walking away is tough. Know that when you’re ready – your clients and team will have consistency and support.

Cut Down on Paperwork

Our experience team will help craft a business continuity agreement that honors the way you have run your business.

Valuation You Can Trust

We’ll help you through the valuation process to make sure you’re getting the best price possible.

Financing Available

Don’t let raising capital stand in the way of your succession. We have in-house financing and industry partners ready to help your team.

More Than Just a Back-up Plan: How One Firm Found a Succession Solution Through Partnership - Case Study

Carson checks all the boxes for me.

Joel Larsen, Principal at Navion Financial Advisors, needed a succession plan – but he got so much more. Learn how his clients are reaping the benefits.

See His Story

Succession Insights

How to Calculate and Maximize Your Financial Advisor Valuation
Tanner Butler

How to Calculate and Maximize Your Financial Advisor Valuation

The Comprehensive Guide to Succession Planning for Financial Advisors
Mike Wieger

The Comprehensive Guide to Succession Planning for Financial Advisors

The Complete Guide to Selling Your Financial Advisory Business
Dan Marquis

The Complete Guide to Selling Your Financial Advisory Business

VIEW MORE

Lock Down Your Succession Plan

Make sure you have the right protection in place for your clients, your team and your legacy. Let’s walk through your succession plan (or talk about creating one) and identify any of the gaps along the way.

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