RIA valuation
Frames a firm's value and seller inputs within a wealth-management context.
Alaris Acquisitions
Alaris describes a sell-side M&A practice focused on registered investment advisers and wealth-management firms, with valuation, transaction preparation, buyer discovery, and buyer-seller matching services.
Where the practice works
The stated scope is most relevant to RIA owners weighing value, buyer compatibility, client continuity, advisor autonomy, employment, cash and contingent consideration, retained equity, and a post-close operating model.
RIA and wealth-management sell-side advisoryRIA firm valuationBuyer discovery and matchingSeller preparation and transaction coordination
Service model
The scope below comes from current firm materials. The engagement letter should define the actual work.
Sell-side process
Supports preparation, buyer discovery, matching, and transaction coordination for RIA sellers.
What to prepare before the first call
These are NextGen Seller research prompts, not claims about the practice or a substitute for engagement diligence.
Make revenue quality visible
Reconcile assets, billed revenue, collected revenue, fee schedules, client cohorts, service models, custodians, and advisor books under consistent definitions. Show concentration, flows, retention, organic growth, and any revenue that depends on one relationship or pricing exception. A headline AUM number cannot explain the durability of the firm's economics by itself. Separate market movement from net organic change and document households, accounts, billing frequency, and service commitments well enough for a buyer to reproduce the bridge.
Map advisor and client continuity
Identify which advisors own client relationships, how compensation and equity work, what restrictive or transition terms may apply, and where service capacity sits. Build a communication and retention plan that respects regulatory, contractual, and privacy requirements. Owners should test how a buyer would support clients and staff after the deal, not only the closing payment. Include key-person dependencies, succession coverage, advisor capacity, and the practical steps required to move systems, supervision, branding, and client service without losing accountability.
Compare buyer fit alongside consideration
Put cash at close, financing, earnout, retained equity, employment, governance, brand, investment platform, technology, client proposition, and advisor autonomy into one offer model. Ask how buyers are sourced and screened, who controls data access, and how conflicts are disclosed. The best economic path depends on both risk-adjusted terms and the operating model the owner accepts.
Questions to ask before engaging Alaris Acquisitions
Industry familiarity is useful. It does not replace a clear process, service model, and engagement scope.
01Ask how recurring revenue, client concentration, advisor retention, organic growth, and compliance history are tested.
Ask Alaris to reconcile AUM, billed and collected revenue, fee schedules, client cohorts, custodians, concentration, flows, retention, and organic growth. The analysis should separate market movement from durable operating performance.
02Compare buyers on culture, client proposition, advisor autonomy, employment, cash at close, earnout, and retained equity.
Compare buyer options on client continuity, advisor autonomy, employment terms, governance, cash and contingent consideration, retained equity, tax structure, and downside protections—not headline value alone.
03Clarify valuation scope, buyer-matching process, fee structure, conflicts, data handling, and responsible service team.
Document valuation scope, buyer discovery and matching, confidentiality controls, transaction preparation, responsible service team, fees, conflicts, exclusions, and post-close obligations before signing.
Sources and limits
Official practice pages establish current public scope. They do not independently establish service quality or results.
View 2 official sources
- [1]
Alaris Acquisitions — About — Public RIA and wealth-management sell-side focus, buyer discovery, and transaction-preparation scope. Verified Jul 15, 2026. Self-published company description; transaction claims require separate verification.
- [2]
Alaris Acquisitions — Valuation — Publicly stated RIA valuation and seller-intake scope. Verified Jul 15, 2026. Firm-owned estimator; methodology and outputs are not independent market evidence.