
Über diesen Podcast
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…
28 Folgen · business
The Buyer's Boardroom
Über diesen Podcast
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…
Neue Folgen
- Episode 27: Valuations - What is Your Practice Worth & How Will It Be Valued with Special Guest Kay Lynn Mayhue22. Juni · 1 Std. 24 Min.
- Episode 26: How Buyers Win in a Sellers Market26. Feb. · 1 Std. 20 Min.
- Episode 25: Surviving the LOI Gauntlet: What Actually Gets Deals Closed15. Jan. · 1 Std. 01 Min.
- Episode 24: How to Objectively Measure Culture with Amy DeTolla from Aureus Advantage20. Okt. 2025 · 1 Std. 28 Min.
- How to Minimize Your Taxes on Big Transactions with Guest Elizabeth Guidi from Kilpatrick Townsend25. Aug. 2025 · 1 Std. 00 Min.
- Does Selling Mean an Exit? with Denitsa Balunis of Edelman Financial Services20. Aug. 2025 · 58 Min.
- The Big Reveal: When to Tell Your Team?14. Mai 2025 · 18 Min.
- Navigating M&A in a Market Downturn24. Apr. 2025 · 26 Min.
- 10 Things That Make Your Baby Ugly with Jason Gordo from Modern Wealth Management11. Apr. 2025 · 1 Std. 17 Min.
- Introducing the Alaris "Lens"11. März 2025 · 14 Min.