The 1099 Dilemma – with Nate Lenz of Concurrent.

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The Buyer's Boardroom

Alaris Acquisitions

24 episodes

1 week ago

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.

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The 1099 Dilemma – with Nate Lenz of Concurrent.

The Buyer's Boardroom

38 minutes 57 seconds

1 year ago

The 1099 Dilemma – with Nate Lenz of Concurrent.

In this episode of the Buyer’s Boardroom, Allen Darby and Jacqueline Martinez explore one of the more challenging operational dilemmas for sellers: how to deal with 1099 advisors. Here, they break down the myths and realities around the impact of 1099 advisors on firm’s value and provide strategies to optimize valuations. Nate Lenz of Concurrent joins as a special guest, offering insights from his personal experience as Co-Founder and CEO of a buyer in the space that has creatively solved for this situation. Together, they examine the best path forward.

Join the Conversation: We invite you to share your thoughts on this approach. Email your reactions toboardroom@alarisacquisitions.com.