What You'll Learn In Today's Episode:

• Explore how a partnership can address capacity limits and support growth before retirement.
• Understand why acquisition sourcing and integration require different teams and skills.
• Compare access to an established platform with the time and cost of building capabilities yourself.
• Consider how a larger organization can expand recruiting options and employee career paths.
• Evaluate cultural fit, planning philosophy, and growth goals when considering a partner.
• Start exploratory conversations early so you can understand your options before pursuing a deal.

In this episode, Matthew Jarvis welcomes Michael Belluomini and Liam Heffernan of Carson Group to explore how partnerships can help advisors grow beyond the limits of a small practice. They discuss why owners consider acquisitions well before retirement, including access to specialized teams, operational support, and career opportunities for employees. Michael and Liam explain the work behind sourcing, evaluating, and integrating acquisitions, along with the different ways advisors can partner with Carson. The conversation also covers cultural fit, recruiting talent, and recognizing when building every capability yourself limits growth. They encourage advisors to explore their options early and consider what a partnership could make possible for their clients, teams, and businesses.

Exploring your options early also means understanding what drives your firm’s value. In Unlocking Massive Value, Matthew Jarvis and Micah Shilanski draw on their firsthand experience selling their firms to help advisors prepare for a successful sale. The book breaks down 18 mistakes advisors should avoid, offering insights to help you protect and strengthen the value of your business even if selling isn’t on your radar yet.