How One Firm Found a Succession Solution Through Partnership


Joel Larsen of Navion Financial Advisors thought he had a designated internal successor. But when said successor no longer wanted the burden, he began an external search for firms that would last three years. Most firms wanted a quick out succession plan, but Larsen didn’t want to retire yet. Already a Carson Coaching member, Larsen had never thought of Carson as a contingency partner. Once he realized it was a possibility there was no turning back. In this case study you’ll learn how Carson serves as a backstop for Larsen and Navion and provides an easy transition for all parties involved.