Liam Heffernan
Carson Wealth leader contributing expertise on integration, due diligence, cultural fit, and talent retention during acquisitions, and explaining net-new asset analysis and deal diligence.
Best podcasts with Liam Heffernan
Ranked by the Snipd community
Mar 26, 2026 • 33min
Understanding Growth Metrics in a Bull Market With Michael Belluomini and Liam Heffernan
Liam Heffernan, a Carson Wealth leader focused on integration, due diligence, and talent retention. Michael Belluomini, a Carson Wealth executive who shaped coaching and M&A strategy. They discuss equity swaps and minority-stake deals. They dig into culture-first acquisitions, separating net-new asset growth from market gains, and practical diligence steps for smooth transitions.
