27 min
Preparing to Sell Your Financial Advisory Firm with Ron Carson The Marketing Podcast for Financial Advisors
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- Marknadsföring
Ron Carson is one of my heroes and mentors. He’s the founder of Carson Group Holdings, he has grown Carson Group to over $15 billion in assets under advisement, he’s a New York Times best selling author of Avalanche and The Sustainable Edge. In this episode, he’ll help us understand how advisors can prepare to sell their practices including:
What’s the selling landscape like for advisory firms today?
How can advisors plan to get top dollar for their firm?
What are the factors that go into valuing an advisory firm?
How can advisors prepare five or ten years out to sell their firms?
What are the factors that impact the success of a transaction?
Ron Carson is one of my heroes and mentors. He’s the founder of Carson Group Holdings, he has grown Carson Group to over $15 billion in assets under advisement, he’s a New York Times best selling author of Avalanche and The Sustainable Edge. In this episode, he’ll help us understand how advisors can prepare to sell their practices including:
What’s the selling landscape like for advisory firms today?
How can advisors plan to get top dollar for their firm?
What are the factors that go into valuing an advisory firm?
How can advisors prepare five or ten years out to sell their firms?
What are the factors that impact the success of a transaction?
27 min