Credent CEO David Hefty joins Kyle Van Pelt to break down the real succession challenge, post-acquisition growth strategies, and why most RIAs are missing the mark.
David unpacks:
– Why technical talent isn’t enough to scale
– The “growth gap” at the heart of most succession plans
– How we structure post-acquisition teams to unlock rapid, sustainable growth
– His M&A perspective: what firms get wrong in transition—and what buyers should prioritize
