Deal Ready Assessment

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General Overview
Staffing Review
Business Key Metrics & Ratios
Client Profile Review
Your Client Experience
Investment Program
Partnership Motivations
Deal Needs & Objectives
Partnership Preferences
Your Autonomy Profile
Operations/Tech
Noted Areas of Concern
Alaris Comments

General Overview

Information

[Description]

Location

[Description]

Ownership Percentage(s)

[Description]

Primary Custodian(s)

[Description]

Assets Under Management (AUM)

[Description]

Fee Model

[Description]

Need Help?

Contact Partnership Coordinators

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
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Your Firm's Personnel

[Name]
Age
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Title
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Role in the firm
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Desire for change
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Owner Glidepath to exit
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Issues
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[Name]
Age
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Credentials/Licenses
Label Text
Role in the Firm
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Tenure
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Client Service Responsibilities
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Career Path
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Issues
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[Name]
Age
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Credentials/Licenses
Label Text
Role in the Firm
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Tenure
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Client Service Responsibilities
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Career Path
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Issues
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[Name]
Age
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Credentials/Licenses
Label Text
Role in the firm
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Tenure
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Client Service Responsibilities
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Career Path
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Issues
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Need Help?

Contact Partnership Coordinators

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
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Business Key Metrics & Ratios

Revenue & Mix
$413,941
Operating Expenses
595
Operating Expense Margin
595
EBITDA
Blended Fee: (based on $2.4M revenue on $273M AUM) -- 0.91%
EBITDA Margin Percentage
Blended Fee: (based on $2.4M revenue on $273M AUM) -- 0.91%
Marketing Spend
60
Revenue Mix (Fee / Commission / Other)
60
Revenue Per Employee
$413,941
Brokerage / Insurance Revenue
60
Average Assets Per Household
$413,941
Average Blended Fee
Blended Fee: (based on $2.4M revenue on $273M AUM) -- 0.91%
3-Year Net New Assets (NNA) Growth Rate
Blended Fee: (based on $2.4M revenue on $273M AUM) -- 0.91%
Issues/Concerns
Blended Fee: (based on $2.4M revenue on $273M AUM) -- 0.91%

Need Help?

Contact Partnership Coordinators

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
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Client Profile Review

Client Base Composition

[Description]

Client Demographics

[Description]

Client Niche

[Description]

Ideal Client Profile Description

[Description]

Client Concentration Risk

[Description]

Desire to Change Client Focus

[Description]

Need Help?

Contact Partnership Coordinators

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
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Your Client Experience

Client Experience

[Description]

Unique Service Offering

[Description]

Support Structure

[Description]

Client Experience Software

[Description]

Need Help?

Contact Partnership Coordinators

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
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Investment Program

General Philosophy

[Description]

Implementation

[Description]

Use of Alternatives

[Description]

Investment Management Team & Process

[Description]

Need Help?

Contact Partnership Coordinators

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
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Partnership Motivations

Overview

[Description]

Operational Relief

[Description]

Solving Succession Issue

[Description]

De-Risking Asset

[Description]

Expanded Economic Opportunity

[Description]

Organic Growth Support

[Description]

Need Help?

Contact Partnership Coordinators

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
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Deal Needs & Objectives

Preferred Deal Structure

[Description]

Cash Need Percentage

[Description]

Equity Preference Percentage

[Description]

Earnout Preference

[Description]

Deal Term Preferences

[Description]

Need Help?

Contact Partnership Coordinators

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
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Partnership Preferences

Buyer Stage Preference (Early / Mid / Late)

[Description]

Expansion of Services and Capabilities

[Description]

Training and Mentoring

[Description]

Organic growth resources

[Description]

Other

[Description]

Need Help?

Contact Partnership Coordinators

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
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Your Autonomy Profile

Brand Adoption

[Description]

Investments

[Description]

Preferred Custodian(s)

[Description]

Broker-Dealer Relationships

[Description]

Other

[Description]

Need Help?

Contact Partnership Coordinators

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
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Operations / Tech

Challenges

[Description]

Interests

[Description]

Does the firm require to continue using any of its current technology?

[Description]

Need Help?

Contact Partnership Coordinators

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
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Noted Areas of Concern

Compliance issues of the seller

[Description]

Client Concentration risk in the client segmentation

[Description]

Lack of Gen Two advisors on the current team

[Description]

Sellers seeking an early exit

[Description]

Any outside business activities:

[Description]

The seller's geographic location/market

[Description]

Lack of historic Net New Asset growth

[Description]

Additional concerns

[Description]

Need Help?

Contact Partnership Coordinators

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
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Alaris Comments

Alaris Comments

[Description]

Need Help?

Contact Partnership Coordinators

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Thank you! Your submission has been received!
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