In episode six of The Modcast, hosted by Gary Roth and Jason Gordo, they discuss 10 reason they said yes to a deal, a buyer's perspective. Episode Highlights:

• Cultural Fit: The importance of aligning values and the "dinner test" for assessing compatibility.
• Business Model Alignment: Ensuring the business model fits with financial planning, tax engagement, and investment management.
• Control Sharing: The necessity of a shared control experience between buyers and sellers.
• Brand and Platform Adoption: The significance of adopting a unified brand and integrating into the existing platform.
• Equitizing the Next Generation: The need to incentivize and involve the next generation in the business.
• Focus on Core Strengths: Reducing noise by eliminating non-core activities and focusing on client engagement and problem-solving.

• And more

Episode 004: https://youtu.be/CHQLa2IQJ98

Episode 005: https://youtu.be/LIx-CtFSA0g

Connect: https://modcast.show