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Clear Street stage

Succession planning, M&A and your practice

You want to grow your business, but how do you set your practice up for success? Do you plan to grow organically, acquire or be acquired? We've assembled a stand-out group of pros to bring their deep experience, perspectives, and tangible takeaways to you.

TOPIC
Practice Management
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Session speakers

Jorge
Jorge Bernal
Chief Operating Officer, EP Wealth Advisors
Practice Management
Jorge
Jorge Bernal
Chief Operating Officer, EP Wealth Advisors
Practice Management
Andy
Andy Kalbaugh
President, Wealth Consulting Group
Practice Management
Andy
Andy Kalbaugh
President, Wealth Consulting Group
Practice Management
Matt
Matt Carter, CFP
Director, Turkey Hill Management
Practice Management
Matt
Matt Carter, CFP
Director, Turkey Hill Management
Matthew Carter joined Turkey Hill Management in February 2024, following a career dedicated exclusively to wealth management. Most recently, he served as Director of Wealth Management Services, where he delivered financial planning and investment advice to clients of a rapidly growing, full-service wealth management firm. Through these roles, Matt developed a deep appreciation for how wealth managers build enduring client relationships and the meaningful guidance they provide every day. He brings that same client-centered mindset to his work at Turkey Hill, where he advises firms navigating sell-side M&A transactions. Outside of work, Matt enjoys time on the golf course, at a cookout, or cheering on his favorite teams at a sporting event. He lives in Richmond with his wife, Ashley, and their three children.
Practice Management

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