The Buyer's Boardroom
By Alaris Acquisitions
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Alaris Acquisitions
Category: Business
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 0
Reviews: 0
Episodes: 26
Description
Welcome to the wild world of M&A, where owners of wealth management firms venture into uncharted territory, hoping to strike a deal. It's a tricky path to navigate; who are the buyers? How do they think? What do they look for? How can I maximize my firm's value? How do we vet a partnership? Fear not, brave entrepreneurs! Hosts Allen Darby and Jacqueline Martinez are here to guide you through this unfamiliar terrain, helping you uncover what buyers really want and how to avoid the landmines that can blow up a deal.
| Episode | Date |
|---|---|
|
Episode 26: How Buyers Win in a Sellers Market
|
Feb 26, 2026 |
|
Episode 25: Surviving the LOI Gauntlet: What Actually Gets Deals Closed
|
Jan 15, 2026 |
|
Episode 24: How to Objectively Measure Culture with Amy DeTolla from Aureus Advantage
|
Oct 20, 2025 |
|
How to Minimize Your Taxes on Big Transactions with Guest Elizabeth Guidi from Kilpatrick Townsend
|
Aug 25, 2025 |
|
Does Selling Mean an Exit? with Denitsa Balunis of Edelman Financial Services
|
Aug 20, 2025 |
|
The Big Reveal: When to Tell Your Team?
|
May 14, 2025 |
|
Navigating M&A in a Market Downturn
|
Apr 24, 2025 |
|
10 Things That Make Your Baby Ugly with Jason Gordo from Modern Wealth Management
|
Apr 11, 2025 |
|
Introducing the Alaris "Lens"
|
Mar 11, 2025 |
|
Valuations, and How to Maximize Yours with Special Guest Brooks Hamner from Mercer Capital
|
Jan 30, 2025 |
|
Internal vs. External Succession Options, with Special Guest David Wahlen of Captrust
|
Jan 09, 2025 |
|
The 1099 Dilemma – with Nate Lenz of Concurrent.
|
Nov 15, 2024 |
|
Demystifying the Independence Conundrum – with Dean Barber of Modern Wealth Management
|
Sep 24, 2024 |
|
Financial Auction vs Cultural Conviction
|
Aug 13, 2024 |
|
The Alaris Advantage: How M&A Advisors Create Value
|
Jul 18, 2024 |
|
Expansion of Capabilities – With Kevin Corbett of Mariner Wealth Advisors
|
Jun 19, 2024 |
|
Buyer Autonomy Differences – With Arthur Ambarik of Perigon Wealth Management & Brent Brodeski of Savant Wealth Management
|
May 28, 2024 |
|
Buyer Lifecycle Differences – With CJ Rendic of Parallel Advisors & Scott Holsopple of Hightower Advisors
|
May 07, 2024 |
|
How to differentiate between buyers' deal structures - minority interest versus full acquisition? With Joe Duran and Glenn Spencer
|
Mar 13, 2024 |
|
What happens after you have signed the LOI? With Michael Belluomini, VP M&A at Carson Group
|
Dec 21, 2023 |
|
Transacting: A seller's perspective on their M&A experience. With Shawn Meade, (formerly Redwood Wealth Management)
|
Oct 03, 2023 |
|
The Role of Practice Management in choosing a buyer in the M&A process. With Stephanie Bogan, Founder of Limitless Advisor.
|
Sep 05, 2023 |
|
Buyer Sources of Capital Pt 1: Private Equity. With Matt Brinker, Managing Partner at Merchant Investment Management.
|
Jul 31, 2023 |
|
Decoding organic growth: The buyers perspective with Pat McClain, CEO of AllWorth.
|
Jun 21, 2023 |
|
What makes a seller more, or less attractive to buyers? With Matt Cooper, President at Beacon Pointe.
|
May 29, 2023 |
|
The Buyer's Boardroom inaugural Podcast! Let’s Get Deal Ready! With Allen Darby and Jacqueline Martinez.
|
May 11, 2023 |