Unlocking Value Through Strategic Acquisitions With Michael Belluomini And Liam Heffernan — The Perfect RIA

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In this episode, Matthew Jarvis hosts Michael Belluomini and Liam Heffernan from the Carson Group to discuss their recent acquisitions, the intricacies of deal approvals, and the importance of cultural fit in acquisitions. They delve into the structure of acquisition payments, the significance of maintaining a full pipeline, and the financial discipline required in the M&A landscape. The conversation also covers the importance of growth metrics in valuation and the tax implications for advisors considering a partnership with larger firms.

Unlocking Value Through Strategic Acquisitions With Michael Belluomini And Liam Heffernan

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- Liam Heffernan: Website | LinkedIn
- Michael Belluomini: Website | LinkedIn
- Download the evaluation framework Carson uses to assess RIA growth!
- Learn More about our Coaching Programs