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.
Navigating M&A Deal Psychology and Founder Compensation with Emily Blue (KYW Ep. 3)
What happens when wealth management founders try to navigate M&A without representation? In this episode, Michael Belluomini and Mike Wieger are joined by Emily Blue, co-founder of Hugh Partners, to pull back the curtain on sell-side advisory, deal dynamics, and the realities of RIA transactions. They break down the dangers of "for-sale-by-owner" deals, exploring why well-meaning founders often experience heightened stress, deal fatigue, and miscommunications during due diligence. The con...
17 Sept 2026
Behind the Scenes of M&A Roles and Success (KYW Ep. 02)
What does a career path into wealth management M&A actually look like? In this episode, Michael Belluomini and Mike Wieger, M&A SVPs at Carson, go behind the scenes of their own non-traditional journeys into M&A. Everything from big four accounting and in-house legal counsel to BD roadshows and institutional deal execution. They break down the common misconceptions around M&A roles and outline the core archetypes that make up a successful M&A team: tip-of-the-spear origina...
20 Aug 2026
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 m...
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