LanguaTalk

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.

Episode 26: How Buyers Win in a Sellers Market

80 hours 2 mins; February 26, 2026

Episode 25: Surviving the LOI Gauntlet: What Actually Gets Deals Closed

60 hours 57 mins; January 15, 2026

Episode 24: How to Objectively Measure Culture with Amy DeTolla from Aureus Advantage

88 hours 21 mins; October 20, 2025

How to Minimize Your Taxes on Big Transactions with Guest Elizabeth Guidi from Kilpatrick Townsend

59 mins; August 25, 2025

Does Selling Mean an Exit? with Denitsa Balunis of Edelman Financial Services

58 mins; August 20, 2025

The Big Reveal: When to Tell Your Team?

17 mins; May 14, 2025

Navigating M&A in a Market Downturn

25 mins; April 24, 2025

10 Things That Make Your Baby Ugly with Jason Gordo from Modern Wealth Management

77 hours 27 mins; April 11, 2025

Introducing the Alaris "Lens"

14 mins; March 11, 2025

Valuations, and How to Maximize Yours with Special Guest Brooks Hamner from Mercer Capital

85 hours 41 mins; January 30, 2025

Internal vs. External Succession Options, with Special Guest David Wahlen of Captrust

52 mins; January 09, 2025

The 1099 Dilemma – with Nate Lenz of Concurrent.

38 mins; November 15, 2024

Demystifying the Independence Conundrum – with Dean Barber of Modern Wealth Management

62 hours 10 mins; September 24, 2024

Financial Auction vs Cultural Conviction

29 mins; August 13, 2024

The Alaris Advantage: How M&A Advisors Create Value

39 mins; July 18, 2024

Expansion of Capabilities – With Kevin Corbett of Mariner Wealth Advisors

48 mins; June 19, 2024

Buyer Autonomy Differences – With Arthur Ambarik of Perigon Wealth Management & Brent Brodeski of Savant Wealth Management

68 hours 4 mins; May 28, 2024

Buyer Lifecycle Differences – With CJ Rendic of Parallel Advisors & Scott Holsopple of Hightower Advisors

76 hours 54 mins; May 07, 2024

How to differentiate between buyers' deal structures - minority interest versus full acquisition? With Joe Duran and Glenn Spencer

97 hours 21 mins; March 13, 2024

What happens after you have signed the LOI? With Michael Belluomini, VP M&A at Carson Group

72 hours 53 mins; December 21, 2023

Transacting: A seller's perspective on their M&A experience. With Shawn Meade, (formerly Redwood Wealth Management)

80 hours 18 mins; October 03, 2023

The Role of Practice Management in choosing a buyer in the M&A process. With Stephanie Bogan, Founder of Limitless Advisor.

80 hours 53 mins; September 05, 2023

Buyer Sources of Capital Pt 1: Private Equity. With Matt Brinker, Managing Partner at Merchant Investment Management.

79 hours 20 mins; July 31, 2023

Decoding organic growth: The buyers perspective with Pat McClain, CEO of AllWorth.

55 mins; June 21, 2023

What makes a seller more, or less attractive to buyers? With Matt Cooper, President at Beacon Pointe.

49 mins; May 29, 2023

The Buyer's Boardroom inaugural Podcast! Let’s Get Deal Ready! With Allen Darby and Jacqueline Martinez.

29 mins; May 11, 2023

The Buyer's Boardroom

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