The Modcast

006: 10 Reasons We Said YES to a Deal (A Buyer's Perspective)


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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

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The ModcastBy Jason Gordo and Gary Roth

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