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 from an asset purchase agreement. 
  • The demise of non-competes clauses. 

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 Us
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