The Modcast

008: The Elements of a Deal


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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

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The ModcastBy Jason Gordo and Gary Roth

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