M&A From The Inside: How Advisors Can Build a Successful Internal Succession Plan
Most advisors know they need a succession plan but don’t always make it a priority or know where to begin. So naturally, many of us look to our own internal teams.
Although that’s often a viable option, there are many important factors to consider before pulling the trigger. In this webinar, you’ll walk away with the following important knowledge:
- What qualifies someone to be your successor, and what must-have characteristics should you be looking for?
- How do you create the right path? Compensation model? Incentives?
- What are common pitfalls to avoid when selecting an internal successor?
- How should you execute the transition from you to your successor?
Join Jason Carver, Carson Group’s Vice President of Mergers & Acquisitions to explore these questions and more. His four-step process for building a successful internal succession plan will help you get on the path to securing your legacy.