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

About this episode

The episode explores the complexities of RIA valuations and how to maximize a firm's value with insights from Brooks Hamner of Mercer Capital.

This podcast episode dives deep into the complexities of RIA valuations, going beyond the simple "multiple of AUM" myth. Hosts Allen Darby and Jacqueline Martinez discuss the real drivers of valuation, including revenue mix (recurring vs. non-recurring), operating expenses, and owner's compensation. They also explore the importance of EBITDA margins, the currency stack (cash vs. equity), and deal structure (closing consideration vs. deferred payments). The episode features a conversation with Brooks Hamner of Mercer Capital, a leading valuation firm in the wealth management space, offering expert insights on maximizing your firm's value. Join the Conversation: We invite you to share your thoughts on this approach. Email your reactions to boardroom@alarisacquisitions.com .

People in this episode

Hosts: Allen Darby, Jacqueline Martinez

Guest: Brooks Hamner

Topics covered

• RIA valuations
• maximizing firm value
• EBITDA margins
• revenue mix
• deal structure

Keywords

• RIA valuations
• EBITDA margins
• revenue mix
• operating expenses
• deal structure

Mentioned in this episode

Organizations: Mercer Capital

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