Maintain Control of Your Business
You still own the majority stake in your business – just with much more time, capabilities and capital.
Liquidation Options
There’s flexibility in liquidation – whether you need capital to invest back into your business or you’re interested in equity swap options.
National Recognition
By taking on the Carson Wealth brand, you’ll benefit from marketing on a national scale and added administrative support.
Succession Flexibility
You’ll have an embedded partner for a seamless transfer of equity, as well as the flexibility to sell to a different Carson Partner or an external party.
Join an Exclusive Community
With more than 50 Carson Wealth offices (and dozens more self-branded offices) around the country, you’ll be part of a growing community committed to becoming the most trusted in financial advice.
When you join a Carson Partner, you’ll have access to the entire ecosystem:
- Technology stack
- Compliance
- Operations
- Investment management
- HR support
- Marketing and lead generation
- M&A support
- Advanced financial planning
- Succession planning
- Business coaching & training
Plus
- Added administrative support
- National brand marketing
- Capital to invest back into your business
- Intensive M&A support
- Greater access to the Carson leadership team
Other Ways to Join Carson
Grow With Carson
Join a Partner Firm
Minority Investment
Full Acquisition
Grow With Carson
Keep your practice and your brand, while getting the support you need to grow.
Join a Partner Firm
Focus 100% on your clients and growth, and ditch the headaches of running a firm.
Minority Investment
Keep control of your firm and get a capital infusion, succession plan & extra growth support from a national brand.
Full Acquisition
Favorable exit plan with an RIA that will care for your clients the same way you do. Stay on and run the practice, or take the next step in your freedom journey.
What’s Your Firm Worth?
Your next step starts with understanding your advisory firm’s value.
Let’s Discuss Partnership
See how you can maintain control of your firm while still benefiting from the Carson Wealth brand and an influx of capital to accelerate your growth.
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