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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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Business
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All content for The Buyer's Boardroom is the property of Alaris Acquisitions and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Business
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Transacting: A seller's perspective on their M&A experience. With Shawn Meade, (formerly Redwood Wealth Management)
The Buyer's Boardroom
1 hour 20 minutes 18 seconds
2 years ago
Transacting: A seller's perspective on their M&A experience. With Shawn Meade, (formerly Redwood Wealth Management)

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.

Join the conversation - Follow our hosts on LinkedIn:

Allen Darby

Jacqueline Martínez

Alaris Acquisitions

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The Buyer's Boardroom
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.