10 Things That Make Your Baby Ugly with Jason Gordo from Modern Wealth Management

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The Buyer's Boardroom

Alaris Acquisitions

24 episodes

1 week ago

Welcome to the wild world of M&A, where owners of wealth management firms venture into uncharted territory, hoping to strike a deal. It's a tricky path to navigate; who are the buyers? How do they think? What do they look for? How can I maximize my firm's value? How do we vet a partnership? Fear not, brave entrepreneurs! Hosts Allen Darby and Jacqueline Martinez are here to guide you through this unfamiliar terrain, helping you uncover what buyers really want and how to avoid the landmines that can blow up a deal.

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10 Things That Make Your Baby Ugly with Jason Gordo from Modern Wealth Management

The Buyer's Boardroom

1 hour 17 minutes 27 seconds

7 months ago

10 Things That Make Your Baby Ugly with Jason Gordo from Modern Wealth Management

In this thought-provoking episode of The Buyer's Boardroom, Allen Darby and Jacqueline Martinez discuss "10 Things That Make Your Baby Ugly" – insightful factors that can make your RIA less attractive to potential buyers. They delve into common operational, financial, and client-related issues that can significantly impact your firm's valuation and appeal. This episode provides crucial guidance for RIA owners looking to maximize their firm's attractiveness and ensure a successful M&A journey.

To cap it off, Allen sits down with Jason Gordo of Modern Wealth Management to get his take as an experienced acquirer.

Join the Conversation: We invite you to share your thoughts on this approach. Email your reactions to ⁠boardroom@alarisacquisitions.com⁠.