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
