The Buyer's Boardroom

Welcome to Part 2 of our special 4-episode series designed to help sellers differentiate between buyer’s models. This episode, “Buyer Lifecycle Differences,” we dive into insightful discussions with two distinguished guests, CJ Rendic of Parallel Advisors & Scott Holsopple of Hightower Advisors. Together, we discuss the three primary areas of differences: access to resources, seat at the table, and equity appreciation, and weigh the pros and cons of each for sellers embarking on their journey. Join hosts Allen Darby and Jacqueline Martínez from Alaris Acquisitions as they dive into the nuances of differentiating between buyers and their models in the RIA M&A landscape. 

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Welcome to a special 4-episode series on how to differentiate between buyer models. The first part of this series is "How to differentiate between buyers' deal structures - minority interest vs full acquisition?", featuring insightful discussions with 2 distinguished guests on each episode. Join hosts Allen Darby and Jacqueline Martínez from Alaris Acquisitions as they dive into the nuances of differentiating between buyers and their models in the RIA M&A landscape.

Subscribe to our podcast at bit.ly/3MxEilB to receive each new episode directly to your inbox. Stay informed about the RIA M&A landscape by subscribing to Alaris' mailing list for monthly insights. In this episode, gain valuable perspectives from Joe Duran and Glenn Spencer. Don't miss out – tune in now! #RIAMandA #Podcast #AlarisAcquisitions 

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Michael Belluomini, Vice President of Mergers and Acquisitions at Carson Group, breaks down the post-LOI cadence during a transaction. Jacqueline and Allen also share intriguing behind-the-scenes stories, including a seller's last-minute agreement change just hours before signing the purchase agreement. Tune in for a candid look at the unexpected twists in M&A negotiations. 

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Our guest, Shawn Meade, CPA, shares the experience he and his partner went through when they sold their practice. From the financial considerations, managing their staff, communicating with clients, and navigating the emotional ups and downs, Shawn offers guidance that can empower potential sellers considering a similar path.

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In the dynamic landscape of wealth management, achieving success requires more than just financial expertise.

Join us in this insightful episode of The Buyer's Boardroom as we dive into the intricate world of Practice Management. Our esteemed guest, Stephanie Bogan, Founder of Limitless Advisor, brings her unparalleled insights to the table.

With hosts Allen Darby and Jacqueline Martinez, we uncover the crucial question: "How do you know when Practice Management becomes a critical issue for your firm?". Stephanie lends her expertise to help you identify the telltale signs that necessitate a deeper focus on Practice Management. Discover the early indicators that could transform the trajectory of your wealth management firm.

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Sources of Buyer Capital: Private Equity (PE) - What is it, and why are they interested in our space?

Join our hosts, Allen Darby and Jacqueline Martinez, as they explore Private Equity in depth with their special guest Matt Brinker, Managing Partner at Merchant Investment Management.

If you're a potential seller wanting to understand Private Equity or a buyer thinking about taking on a Private Equity partner. This episode is for you! .

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How sellers can enhance organic growth after forming partnerships: Insights from Pat McClain, CEO of AllWorth.

Allen Darby, Jacqueline Martinez, and Pat McClain shed light on the crucial elements that buyers seek when evaluating potential sellers. They uncover the intricacies and nuances that play a pivotal role in shaping buyer decisions, and why these factors hold immense significance in the M&A landscape.

Discover during the episode, actionable strategies and practical insights shared by Pat McClain himself, as he elucidates the steps sellers can take to fuel organic growth post-partnership.

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Unveiling the Secrets of Seller Attractiveness in M&A: A Candid Conversation with Matt Cooper, President at Beacon Pointe.

In this captivating episode of The Buyer's Boardroom, hosts Allen Darby and Jacqueline Martinez are joined by a very special guest, Matt Cooper, President at Beacon Pointe. Together, they explore the burning question that keeps sellers awake at night: "What makes a seller more, or less attractive to buyers?"

Allen, Jacqueline, and Matt will dive into - How Alaris categorize a buyer's level of attractiveness?, business factors that matter for the buyer, growth rates, and, the seller's red flags.

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Introducing the Alaris Acquisitions Deal Advocates: Allen Darby and Jacqueline Martinez.

Welcome to The Buyer's Boardroom, where we embark on an edgy and transparent journey through the unpredictable world of mergers and acquisitions. In this episode, we have the privilege of introducing you to the Alaris team, the Deal Advocates who specialize in working with owners of wealth management firms contemplating partnering with larger organizations.

Discover how Alaris meticulously catalogs buyer models tailored specifically to the industry, ensuring a perfect match of unique cultures, economic models, and values. Allen and Jacqueline will uncover the truths everyone encounters and the moments when even the most seasoned professionals freak out during the deal process.

As Deal Advocates, we've honed a thorough approach that has led to over 100 successful transactions, representing a new paradigm for buyers and sellers in navigating this transformative journey's intellectual and emotional aspects.

Join us in The Buyer's Boardroom as we uncover the secrets, unveil the realities, and offer invaluable insights into the world of wealth management mergers and acquisitions. Get ready to embrace the power of partnership like never before.

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