Know Your Worth

<p>What does it really mean to build an advisory practice with optionality? In this episode, Michael Belluomini and Mike Wieger, M&A SVPs at Carson, explore how financial advisors can prepare their firms for whatever comes next whether that means selling, partnering, transitioning to the next generation, or simply creating more freedom for themselves.</p><p>They discuss why getting an independent valuation early is critical, how to think like a buyer, and why a compelling growth story can have a major impact on a firm's attractiveness. The conversation also covers client handoffs, reducing founder risk, developing next-generation talent...