If you’ve reached the stage of considering a transaction, you may well be contemplating the merits of looking for an external buyer or pushing for an internal sale. Each has its own benefits and drawbacks, and your decision will depend
This week, AdvisorHub’s CEO, Tony Sirianni talks with Allen Darby, Chief Executive Officer at Alaris Acquisitions, LLC. The two discuss how the market is impacting acquisitions, valuation and equity conversions, constructing autonomy profiles of buyers, and being a neutral party
In this episode of the RIA Podcast: The RIA M&A 2022 Mid-Year Outlook, Alaris Acquisitions CEO Allen Darby discusses the current state of M&A activity and valuations and offers perspectives on how the remainder of 2022 will take shape with
What’s the best way to find out how much your firm is worth? It is easily one of the first questions from prospective sellers. As a seller, if you understand how other firms value your business, you’ll know what to
As we work with potential sellers (most of who are not interested in retiring anytime soon), we must have the conversation about the “currency stack” they would like to have. We are talking about the consideration being paid for the
The question inevitably comes up in most all our engagements. The selling firm is interested to know what would make them the most attractive to a potential buyer. Keep in mind that firms growing inorganically have made the decision to
The Legal Dance: When to engage lawyers and what to tell them. Often, we are asked by firms engaged in a partnership (via acquisition) dialogue several questions surrounding when they need to have legal representation in the transaction. Most would
