The Buyer's Boardroom
Alaris AcquisitionsWelcome 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 ... more
| Publishes | Infrequently | Episodes | 28 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
Episode 28: How buyers evaluate a seller's P&L with Special Guest Jacob Vick from Beacon Pointe Advisors
Hosts: Allen Darby & Jacqueline Martinez
Guest: Jacob Vick, Senior Director, M&A at Beacon Pointe Advisors
Your P&L is one of the first documen... more
Episode 27: Valuations - What is Your Practice Worth & How Will It Be Valued with Special Guest Kay Lynn Mayhue
Hosts: Allen Darby & Jacqueline Martinez
Guest: Kay Lynn Mayhue, President at Merit Financial Advisors
Wealth management valuations are... more
Hosts: Allen Darby & Jacqueline Martinez
Guest: Michael Dolberg, Founder & CEO of Pollen Wealth Management
In a competitive seller’s market, the highest price does not always win the deal. Sellers are evaluating far more than valuation multiples. In... more
Hosts: Allen Darby & Jacqueline Martinez
Guest: Patrick Lawler, Head of M&A at Savant Wealth Management
Most sellers think the hard part is getting to an LOI. In reality, that’s when the real work and the real risk begin. In this episode, Allen and ... more
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- Really flows
Allen really has command of the needs of advisors and the industry issues- not sure there is a better tour guide taking us through the subject matter- and the guests are amazing!
Apple Podcasts5Crazedsftblfn
United States3 years ago - Buyer’s Boardroom
Such an educational experience! Allen and Jacqueline are incredibly knowledgeable. Great balance of content and conversation.
Apple Podcasts5FinPlannerNCUnited States3 years ago - Fun and Insightful
This podcast is fun to listen to, breaks down complex concepts, and gives great perspective to the M&A world. A must listen to!
Apple Podcasts5BGroulxUnited States3 years ago - Great Podcast for Advisory Firm Owners!
Such a great podcast. Lots of laughs AND great information for advisory firm owner’s interested in M&A. These folks have a ton of experience and and success. This first episode left me excited for the next one.
Apple Podcasts5FinplanrRobUnited States3 years ago - For anyone considering a deal
Allen and Jacqueline are the best in the biz and this podcast for the first time pulls back the curtain on how deals actually work to give sellers an educated and transparent view into one of the biggest decisions of their careers. Plus they make it really fun!
Apple Podcasts5candicecarltonUnited States3 years ago
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Frequently Asked Questions About The Buyer's Boardroom
What is The Buyer's Boardroom about and what kind of topics does it cover?
A practical, practitioner-focused show about M&A in wealth-management firms, with hosts dissecting deal structures, valuation drivers, culture and post-close integration. Across episodes, the discussions emphasize how buyers think, what sellers should highlight to maximize value, and the real-world dynamics of LOIs, due diligence, and closing. Notably, guests bring deep corporate-development and tax insight, cultural integration expertise, and hands-on deal experience, making it valuable for owners contemplating a sale or partnership as well as buyers strategizing growth. The format blends data-driven guidance with concrete anecdotes, clear takeaways, and a candid look at the emotional and financial stakes of transactions. This mix, plus ex... more
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How many listeners does The Buyer's Boardroom get?
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Which podcasts are similar to The Buyer's Boardroom?
These podcasts share a similar audience with The Buyer's Boardroom:
1. The Modcast
2. This Week in Wealth
3. RIA+
4. The Diamond Podcast for Financial Advisors
5. The Compound and Friends
How many episodes of The Buyer's Boardroom are there?
The Buyer's Boardroom launched 3 years ago and published 28 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on The Buyer's Boardroom?
Recent guests on The Buyer's Boardroom include:
1. Jacob Vick
2. Kay Lynn Mayhue
3. Michael Dahlberg
4. Patrick Lawler
5. Amy DeTolla
6. Elizabeth Guidi
7. Denitsa Balunis
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.