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M&A Knowledge Center

Explore our M&A knowledge centre for expert advice and the latest trends in M&A processes. Stay ahead in the M&A game with valuable insights and informative articles.
Valuations & Deal Structure
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Seller Concerns
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Understand the M&A Process
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Savant Wealth Management
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Estimated Valuation Range

1.8-2.4m

Need Help?

Contact Buyer Relations

ragan.edwards@alarisacquisitions.com
704-577-4218
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faith.taylor@alarisacquisitions.com
704-999-3757
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Essential Reading

General Topics
How buyers help us grow
Seller Concerns
Understand the M&A Process
Alaris in the News

The Real Problem Behind Succession Planning

Apr 8, 2025
•
5 mins read
How to vet culture
General Topics

The Secret to a Successful Firm? Invest in Company Culture

Oct 25, 2024
•
5 mins read
General Topics
Alaris in the News

Modern Partners with Petso Financial

Oct 24, 2024
•
5 mins read
Technology
General Topics

AI Usage Top Priority for SEC Examiners in 2025

Oct 21, 2024
•
5 mins read
General Topics
Seller Concerns
How to vet culture
Understand the M&A Process

For a Better M&A Deal Think Marriage, Not Auction

Oct 14, 2024
•
5 mins read
Valuations & Deal Structure
General Topics

Striking the Right Balance Between Margins and Compensation

Sep 25, 2024
•
5 mins read
Valuations & Deal Structure
General Topics

Basic Valuation Math

Sep 25, 2024
•
5 mins read
How buyers help us grow
Buyer Models

How a Marketing-first Mindset Shaped the Growth Journey of Allworth Financial, a $23 Billion RIA

Sep 23, 2024
•
5 mins read
Technology

AI May Transform Your Advisor Practice In 10 Years, But It Still Won’t Do Much In 2 Years

Sep 18, 2024
•
5 mins read
How buyers help us grow
Buyer Models

Making the Biggest Pie: Inside Savant Wealth Management’s Mission to 10x Business by 2028

Sep 9, 2024
•
5 mins read
Seller Concerns
Understand the M&A Process

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

Sep 4, 2024
•
5 mins read
Legal & Tax
Valuations & Deal Structure

Six Considerations for Ensuring the Right Business Exit

Aug 27, 2024
•
5 mins read
How to vet culture
Seller Concerns
Valuations & Deal Structure
General Topics
Alaris in the News

Opinion: M&A Math Reveals Misleading Multiples

Aug 24, 2024
•
5 mins read
How buyers help us grow

Opinion: What Is the Point of Growth for RIAs?

Aug 23, 2024
•
5 mins read
How buyers help us grow

Get Your Organic Growth Process In Order Before Pursuing M&A

Aug 15, 2024
•
5 mins read
How buyers help us grow

Joe Duran: These 4 Pillars Are the ‘SOUL’ of Organic Growth

Aug 15, 2024
•
5 mins read
Seller Concerns
Valuations & Deal Structure
How to vet culture
General Topics
Understand the M&A Process

Financial Auction vs Cultural Conviction

Aug 13, 2024
•
5 mins read
How buyers help us grow
Buyer Models

Unlocking Growth: Lessons on Merging Organic and Inorganic Strategies from a $12 Billion Hybrid RIA

Aug 12, 2024
•
5 mins read
Legal & Tax
Understand the M&A Process
Buyer Models

Know Your Worth | Ted Motheral

Aug 8, 2024
•
5 mins read
How buyers help us grow
Buyer Models
General Topics

Expansion of Capabilities– With Kevin Corbett of Mariner Wealth Advisors

Jul 19, 2024
•
5 mins read
General Topics
Understand the M&A Process
Seller Concerns

The Alaris Advantage: How M&A Advisors Create Value

Jul 18, 2024
•
5 mins read
Understand the M&A Process
General Topics
Alaris in the News
How to vet culture

Opinion: Financial Auctions Aren't Suitable for RIA M&A

Jul 16, 2024
•
5 mins read
Legal & Tax
Alaris in the News
Buyer Models
Understand the M&A Process

Know Your Worth | Jacqueline Martinez

Jul 11, 2024
•
5 mins read
General Topics
How to vet culture
Seller Concerns
Understand the M&A Process

M&A Roundtable: Deal Advocacy, a Buyer and Seller's story

May 30, 2024
•
5 mins read
How buyers help us grow

Opinion: The Dirty Little Secret About RIA Organic Growth

May 30, 2024
•
5 mins read
Buyer Models

Buyer Autonomy Differences – With Arthur Ambarik & Brent Brodeski

May 28, 2024
•
5 mins read
How to vet culture

Are Toxic Cultures the Silent Killers of the Asset Management Industry?

May 17, 2024
•
5 mins read
My Team/ Staff
General Topics

Internal Transactions Are Still an Option for RIAs

May 10, 2024
•
5 mins read
Buyer Models

Buyer Lifecycle Differences – With C.J. Rendic & Scott Holsopple

May 7, 2024
•
5 mins read
Valuations & Deal Structure
Buyer Models
General Topics

How to Differentiate Between Buyers' Deal Structures - Minority Interest Versus Full Acquisition?

Mar 15, 2024
•
5 mins read
How buyers help us grow

Block Out Time in Your Schedule for Growth

Jan 31, 2024
•
5 mins read
Legal & Tax
Understand the M&A Process
Buyer Models

What Happens After You Have Signed the LOI? With Michael Belluomini, VP M&A at Carson Group

Dec 21, 2023
•
5 mins read
Understand the M&A Process
My Team/ Staff
Seller Concerns

A Seller's Perspective on Their M&A Experience. With Shawn Meade, Formerly Redwood Wealth Management.

Oct 4, 2023
•
5 mins read
General Topics
How buyers help us grow
Buyer Models

The Role of Practice Management in Choosing a Buyer in the M&A process. With Stephanie Bogan

Sep 5, 2023
•
5 mins read
Valuations & Deal Structure
General Topics

Buyer Sources of Capital: Private Equity. With Matt Brinker, MP at Merchant Investment Management

Aug 1, 2023
•
5 mins read
How buyers help us grow
General Topics
Buyer Models

Decoding Organic Growth: The Buyer's Perspective - The Buyer's Boardroom With Pat McClain.

Jun 1, 2023
•
5 mins read
How buyers help us grow
Buyer Models

What Makes a Seller More, or Less Attractive? - The Buyer's Boardroom with Matt Cooper

May 29, 2023
•
5 mins read
General Topics
How to vet culture

The Inaugural Podcast - Let's Get Deal Ready! - The Buyer's Boardroom

May 22, 2023
•
5 mins read
Understand the M&A Process
Valuations & Deal Structure
General Topics

Leveraging Insights in Your Firm’s P&L Statement to Maximize Your Valuation

Jan 1, 2023
•
5 mins read
General Topics
Valuations & Deal Structure
Buyer Models

Where are RIA Valuations Going? Featuring Allen Darby, CEO of Alaris Acquisitions

Jun 29, 2022
•
5 mins read
General Topics
How buyers help us grow
Buyer Models

Accelerating Growth Through Partnerships, Model FA interviews Allen Darby

Jun 30, 2021
•
5 mins read
Valuations & Deal Structure

Selling Your RIA? Five Ways to Bridge the Valuation Gap

May 31, 0224
•
5 mins read
Alaris in the News

What’s the Deal with the Rise of Sub-Acquisitions?

•
5 mins read
Alaris in the News

Top Financial Professionals in the US | Jacqueline Martinez named to Hot List

•
5 mins read
Alaris in the News
General Topics
Seller Concerns
Understand the M&A Process
Valuations & Deal Structure

Death by 5,000 cuts': How Alaris is taking aim at RIA deal frustration

•
5 mins read
Alaris in the News
General Topics
How to vet culture
Seller Concerns
Understand the M&A Process

Finding the Perfect Partner: Culture and Data in M&A with Jacqueline Martinez

•
5 mins read
Alaris in the News
General Topics
Buyer Models

Alaris Acquisitions Launches First-of-Its-Kind Buyer Portal, Redefining RIA M&A Connectivity

•
5 mins read
Alaris in the News
General Topics
Technology
Understand the M&A Process
Valuations & Deal Structure

The Matchmakers of Wealth Management: How Alaris Is Transforming the Advisor Deal Process

•
5 mins read
Alaris in the News

2025 Luminaries Finalists

•
5 mins read
Alaris in the News
General Topics

Beacon Pointe, BIP Wealth, Raymond James, Unveil 850M+ Deals

•
5 mins read
Alaris in the News
Buyer Models
General Topics
How buyers help us grow
How to vet culture

Opinion: Selling doesn’t have to mean an exit

•
5 mins read
Alaris in the News
Buyer Models
General Topics

Savant Wealth targets Silicon Valley with Parkworth Acquisition

•
5 mins read
Alaris in the News
General Topics
How buyers help us grow
Seller Concerns
Technology

Alaris Acquisitions CEO: AI-driven staff reductions could boost RIA valuations

•
5 mins read
Alaris in the News
General Topics
How buyers help us grow
Seller Concerns
Understand the M&A Process

Why RIAs Have Replaced Broker-Dealers As The Darlings Of M&A

•
5 mins read
Alaris in the News
General Topics
How to vet culture
Seller Concerns
Technology

The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris

•
5 mins read
Alaris in the News
General Topics
How buyers help us grow
Seller Concerns
Understand the M&A Process

How M&A Is Reshaping Wealth Management And Client Experience

•
5 mins read
Alaris in the News
General Topics
How to vet culture
Seller Concerns
Understand the M&A Process

To Prepare For A Sale, Learn About Potential Buyers

•
5 mins read
Alaris in the News
General Topics
How buyers help us grow
Seller Concerns

Market Volatility Offers Advisors Joining Large Firms The Chance To Prove Value: Jacqueline Martinez, Alaris Acquisitions

•
5 mins read
Alaris in the News
Valuations & Deal Structure
Seller Concerns
Understand the M&A Process
General Topics

RIA dealmakers favor longer payouts, retention flexibility amid market volatility

•
5 mins read
How to vet culture
Understand the M&A Process
General Topics
Alaris in the News

Wealth Firms Need "Matchmaking" M&A Model To Ensure Success – Harmony

•
5 mins read
Alaris in the News
General Topics

WSR Pathfinder Awards – Top Women Industry Leaders of 2025

•
5 mins read
Alaris in the News

Alaris Unveils App to Match RIA Buyers and Sellers

•
5 mins read
Buyer Models
General Topics
How to vet culture
Understand the M&A Process

Will 2025 End the Financial Auction in M&A?

•
5 mins read
General Topics
Understand the M&A Process
How to vet culture

For Experienced Sellers: Rethinking the M&A Auction Process -- A Wealth Management Perspective

•
5 mins read
Alaris in the News
General Topics
Technology

Alaris Acquisitions Launches Lens for Wealth Management M&A

•
5 mins read
General Topics
Alaris in the News
Technology

Alaris Introduces AI-Driven M&A Matchmaking Solution For Advisors

•
5 mins read
Alaris in the News
General Topics
Technology

Alaris Launches AI Matchmaking Platform for RIA M&A

•
5 mins read
Alaris in the News
Technology
General Topics

M&A Consultancy Alaris Launches AI Matchmaker for Sell-Side RIAs

•
5 mins read
Technology

The Buyer’s Boardroom Ep 18: Introducing the Alaris “Lens”

•
5 mins read
Technology
General Topics

The Evolution of Wealth Management: Embracing Immersive Experiences for Strategic Growth

•
5 mins read
General Topics
Technology

Generative AI in M&A: Where Hope Meets Hype

•
5 mins read
Technology
General Topics

How Recent Tech Trends Are Revolutionizing Wealth Management

•
5 mins read
Alaris in the News
General Topics
Technology

Alaris Acquisitions Launches Matchmaking App for RIA M&A

•
5 mins read
General Topics
Understand the M&A Process
Alaris in the News
Seller Concerns

Opinion: The M&A Playbook is Broken. Here’s How to Fix It.

•
5 mins read
Alaris in the News
Technology

Alaris Acquisitions Unveils ‘Lens,’ Technology-Driven Matchmaker for Wealth Management M&A

•
5 mins read
General Topics
Valuations & Deal Structure

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

•
5 mins read
General Topics
Understand the M&A Process
Valuations & Deal Structure

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

•
5 mins read
General Topics
My Team/ Staff
Valuations & Deal Structure
Buyer Models

The 1099 Dilemma - with Nate Lenz of Concurrent

•
5 mins read
General Topics
Seller Concerns
Understand the M&A Process
How to vet culture

The Deal of Your Life

•
5 mins read
General Topics
Seller Concerns

Loss of Autonomy: A Seller's Dilemma

•
5 mins read
General Topics
Seller Concerns

Five Mistakes a Seller Can Make and How to Avoid Them

•
5 mins read
General Topics
Seller Concerns
Understand the M&A Process

The Autonomy Trade: Understanding the Decision You Are About to Make When Selling Your Firm

•
5 mins read
My Team/ Staff
Seller Concerns

What Happens to My Team When I Sell to Another Firm?

•
5 mins read
Alaris in the News

Ten to Watch in 2025: Jacqueline Martinez

•
5 mins read
Alaris in the News

ThinkAdvisor Luminaries Awards 2024

•
5 mins read
How buyers help us grow
Seller Concerns
Buyer Models

Post-Acquisition Growth For Sellers

•
5 mins read
General Topics
How to vet culture
Seller Concerns

What Do You Mean by Culture?

•
5 mins read
Technology

Financial Advisor Technology Map

•
5 mins read
Legal & Tax
Buyer Models
Understand the M&A Process

5 Reasons Sellers Need a Quality of Earnings Report

•
5 mins read
How to vet culture
Seller Concerns

M&A Must Benefit the Client

•
5 mins read
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