Know Your Worth Fri, 21 Aug 2026 12:43:05 -0500 https://www.buzzsprout.com/2633793 en-us © 2026 Know Your Worth yes 6aad3699-e96e-517e-985d-2cf29767de1b info@carsongroup.com Carson Group episodic true Exploring the next chapter for financial advisory businesses – selling, merging for scale, or planning for succession. 


Investment advisory services offered through CWM, LLC an SEC Registered Investment Advisor. The information and opinions voiced on Know Your Worth is intended for advisors for general information purposes not to be construed as specific advice or recommendations. To determine what may be appropriate for you always consult with a qualified professional. Opinions expressed by guests may not reflect the opinions of CWM, LLC.

]]> Buzzsprout (https://www.buzzsprout.com) Carson Group info@carsongroup.com https://storage.buzzsprout.com/ugawso8jbloxsxzeahdm9luiazb0?.jpg Know Your Worth https://www.buzzsprout.com/2633793 How Financial Advisors Scale and Prepare to Exit (KYW Ep. 01) How Financial Advisors Scale and Prepare to Exit (KYW Ep. 01) What does it really mean to build an advisory practice with optionality? In this episode, Michael Belluomini and Mike Wieger, M&A SVPs at Carson, explore how financial advisors can prepare their firms for whatever comes next whether that means selling, partnering, transitioning to the next generation, or simply creating more freedom for themselves.

They discuss why getting an independent valuation early is critical, how to think like a buyer, and why a compelling growth story can have a major impact on a firm's attractiveness. The conversation also covers client handoffs, reducing founder risk, developing next-generation talent, empowering staff, and leveraging support networks to create a more scalable business.

The key takeaway: preparation creates options. The earlier advisors start planning for their firm's future, the more doors remain open and the better positioned they are to build a transaction, succession plan, or operating model that works for them.

The episode closes with a look at tax and estate planning considerations that advisors should address well before a potential transaction.


Jump to:

0:00 - Vacation Without The Phone

0:26 - Podcast Launch And What’s Next

2:23 - What Optionality Really Means

5:16 - Valuation As The First Yardstick

6:46 - Why Headline Prices Mislead Sellers

8:08 - Think Like A Buyer

10:36 - Growth Stories That Actually Scale

16:39 - Client Handoffs That Build Trust

21:03 - Reducing Founder Risk Before A Sale

24:53 - Freeing Staff To Fix Bottlenecks

28:35 - M&A Is A People Business

30:41 - Support Networks That Change Everything

34:51 - Tax And Estate Planning Prep

37:28 - Live Event Preview And Closing

]]> What does it really mean to build an advisory practice with optionality? In this episode, Michael Belluomini and Mike Wieger, M&A SVPs at Carson, explore how financial advisors can prepare their firms for whatever comes next whether that means selling, partnering, transitioning to the next generation, or simply creating more freedom for themselves.

They discuss why getting an independent valuation early is critical, how to think like a buyer, and why a compelling growth story can have a major impact on a firm's attractiveness. The conversation also covers client handoffs, reducing founder risk, developing next-generation talent, empowering staff, and leveraging support networks to create a more scalable business.

The key takeaway: preparation creates options. The earlier advisors start planning for their firm's future, the more doors remain open and the better positioned they are to build a transaction, succession plan, or operating model that works for them.

The episode closes with a look at tax and estate planning considerations that advisors should address well before a potential transaction.


Jump to:

0:00 - Vacation Without The Phone

0:26 - Podcast Launch And What’s Next

2:23 - What Optionality Really Means

5:16 - Valuation As The First Yardstick

6:46 - Why Headline Prices Mislead Sellers

8:08 - Think Like A Buyer

10:36 - Growth Stories That Actually Scale

16:39 - Client Handoffs That Build Trust

21:03 - Reducing Founder Risk Before A Sale

24:53 - Freeing Staff To Fix Bottlenecks

28:35 - M&A Is A People Business

30:41 - Support Networks That Change Everything

34:51 - Tax And Estate Planning Prep

37:28 - Live Event Preview And Closing

]]> Info at Carson Group Buzzsprout-19666180 Thu, 20 Aug 2026 06:00:00 -0500 2302 advisory practice optionality, financial advisor optionality, financial advisor succession planning, advisory firm succession, financial advisor M&A, wealth management M&A, RIA M&A, advisory firm valuation, financial advisor valuation, selling a financial full false