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:
A roadmap of the specific process you should follow, from writing a job description to extending an offer.
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.