Goal of the Live stream is to walk through the different stages of the M&A process to help educate potential sellers along the way. Last month we talked with Nate Fisher to discuss his path to partnering with Carson and the ultimate goal of taking over the family business. This week we are coming to you live in Indianapolis at the Oak Street Funding headquarters with Alicia Chandler to talk about the current interest rate environment, financing options for buyers who are looking to explore inorganic growth.
Get in Touch
We'd love to learn a bit more about your situation, then set up a complimentary consultation to review how we can help you and your business.
Contact UsLatest Posts
The Essentials of Succession Planning for Financial Advisors
Related Content
Know Your Worth | Rob Madore
Rob Madore, Vice President at MarshBerry, joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into the key value drivers that most buyers look for when making an investment. Topics of Discussion: Consolidation in the wealth management industry How Rob and MarshBerry consult with and prepare …
Know Your Worth | Nate Fisher
We will walk through the different stages of the M&A process to help educate potential sellers along the way. Last month we talked with Ted Motheral from Potomac Law Group to discuss the Legal aspect of the transition process. This week we are coming to you live from Excell to speak with Nate Fisher to …
Know Your Worth | Ted Motheral
Ted Motheral, Partner, Potomac Law Group, joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into the legal side of the transition process. Topics of Discussion: Why to hire an M&A attorney instead of a family attorney. The importance of personal goodwill. What sellers should expect …