10 Things That Make Your Baby Ugly with Jason Gordo from Modern Wealth Management
About this episode
The episode discusses factors that can make a Registered Investment Advisor less attractive to potential buyers, featuring insights from Jason Gordo of 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 .
People in this episode
Hosts: Allen Darby, Jacqueline Martinez
Guest: Jason Gordo
Topics covered
- RIA attractiveness
- M&A journey
- firm valuation
- operational issues
- financial issues
- client-related issues
Keywords
- RIA
- valuation
- M&A
- attractiveness
- operational issues
- financial issues
- client issues
Mentioned in this episode
Organizations: Modern Wealth Management, Alaris Acquisitions
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