Welcome to Part 3 of our special 4-episode series designed to help sellers differentiate between buyer’s models. This episode, “Buyer Autonomy Differences,” we dive into insightful discussions with two distinguished guests, Arthur Ambarik of Perigon Wealth Management & Brent Brodeski of Savant Wealth Management. Together, we dive into autonomy differences and the three mandatory points of alignment: structural, operational and client experience. 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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