Succession or Sale — Make It On Your Terms
Every business owner leaves their business, but it isn’t always on their terms.
At Carson Wealth, we help business owners design a transition plan that is right for them and their families. We help you plan for a future with less stress and more freedom.
Have you been saying you’ll retire in 3-5 years for more than 3-5 years?
Avoid being perpetually stuck for another 3-5 years and worse having nothing to show for it. You could work another 3-5 years without a plan, but it might leave you in the same place as today, unsure of the right value for your business and still stuck. Don’t spend another day on course to the wrong outcome. Take the first step toward a more confident retirement, and make 3-5 years a reality.
You have expectations for your future. We act as a guide to help you clarify your goals and define success so you know where you are headed.
Utilizing a proven process, we’ll analyze your business today, make a plan, and walk with you through your plan to help increase the value of your business so you can pursue your goals and be ready for succession or sale.
With confidence in the sale of your business, you are free to choose your new purpose to live the life you want.
Your Confidence Is Our Purpose
We understand the feeling of not knowing the way forward, which is why our process was created. Helping you increase the value of your business for sale or succession is what drives us. Our mission is to provide you with the tools necessary to transition out of your business well.
Certified Exit Planners (CExP)
Certified Exit Planners are committed to learning all we can about exit planning so that you will benefit from the latest knowledge in the field. Talk to our CExP™ and CEPA today.
How We Help You Do It
Define your goals
Follow our proven process toward buyer-readiness
Secure the right value for your business
Why Carson Wealth?
As a business owner looking for freedom in the future, Carson Wealth helps you complete the plan for buyer-readiness to explore greater value and provide an alternative to the work-hard track.
Our team is here to support you and your family as you navigate the transition process. We help you break through the feeling of being stuck, give you structure and guidance to define your next steps, and help ensure there are no gaps in your plan. Freedom can be yours.
Our Advisory Team
Ben Hewlett, CFP®, Wealth Advisor
Morgan Lindsay, CFP®, Wealth Advisor, Director of Advisor Development
Steve Casell, Wealth Advisor
Thom K. Hall, CFP®, ChFC®, CExP™ Managing Director, Partner, Wealth Advisor
Duane Toney, CPA, PFS, Managing Director, Partner, Wealth Advisor
Ben is a non-producing registered representative of Cetera Advisor Networks, LLC
Morgan is a non-registered affiliated person of Cetera Advisor Networks, LLC
Steve is a non-producing registered representative of Cetera Advisor Networks, LLC
Duane is a non-registered affiliated person of Cetera Advisor Networks, LLC
How Can I Exit My Business?
When business owners start to think about exiting their companies, the number of possible Exit Paths can seem limitless. In reality, there are only eight. Explore your options by reading our article The Eight Exit Paths for Business Owners.