Michael (Carson Group)
M&A leader at Carson Group who builds external-facing M&A efforts and advises RIAs on transactions, valuation, and growth strategies.
Best podcasts with Michael (Carson Group)
Ranked by the Snipd community
Feb 23, 2026 • 30min
What actually counts as growth? with Michael and Liam from Carson Group
Liam Heffernan, an M&A team member who handles valuations and integrations. Michael, an M&A leader advising RIAs on transactions and growth. They discuss why tax planning helps firms grow, how true organic revenue differs from market-driven asset flows, and the repeatable prospecting and valuation factors that drive real expansion.
