In episode eight of The Modcast, hosted by Gary Roth and Jason Gordo, they discuss the elements of a deal.

Episode Highlights:

• Understanding the Letter of Intent and its role in deal-making.
• The significance of due diligence as an element of the deal and what it entails.
• How private equity is influencing the RIA & A space.
• The transition and integration process for new partners.
• The importance of cultural fit and team dynamics in successful mergers.

Episode 006: https://youtu.be/2uK-wZgYLh0

Connect: https://modcast.show