Know Your Worth | Jacqueline Martinez

Jacqueline Martinez, Managing Partner at Alaris Acquisitions, joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into the transition process that takes place after an M&A deal.

Topics of Discussion:

  • How do you narrow the universe of potential buyers for a seller?
  • Talk a bit about how a transition usually works
  • Any lessons or items from past transitions you would like our listeners to take away?
  • What sort of wisdom can you share with a seller about the transition process? How can they be prepared and confident once they close that they can get their clients to move over?

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The Essentials of Succession Planning for Financial Advisors

The Essentials of Succession Planning for Financial Advisors

Learn how to choose a successor and find the true value of your firm. Download Now