HeyJaredThe 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?
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- Jul 22, 2026
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Episode 28: How buyers evaluate a seller's P&L with Special Guest Jacob Vick from Beacon Pointe Advisors (opens the original)
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Episode 28: How buyers evaluate a seller's P&L with Special Guest Jacob Vick from Beacon Pointe Advisors Hosts: Allen Darby & Jacqueline Martinez Guest: Jacob Vick, Senior Director, M&A at Beacon Pointe Advisors Your P&L is one of the first documents buyers use to evaluate your business, but it rarely tells the whole story. In this episode, Allen and Jacqueline sit down with Jacob Vick to discuss how sophisticated buyers analyze financial statements during due diligence, what adjustments are con
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