Partnership

10 Reasons We Said NO to a Deal (A Buyer’s Perspective)

By Modern Wealth Management

July 14, 2025

10 Reasons We Said NO to a Deal (A Buyer’s Perspective)

The Modcast | Episode 007

In episode seven of The Modcast, hosted by Gary Roth and Jason Gordo, they discuss 10 reason they said no to a deal, a buyer’s perspective.

Episode Highlights:

  • Client Demographics: Recognizing the impact of client concentration risk.
  • Systems and Tech Stack: How technology influences business value and sustainability.
  • Team Strength: The significance of having a strong, cohesive team.
  • Transferability: Ensuring business processes are easily transferable.
  • Sustainability: Evaluating the long-term viability of business practices.
  • Ego in Business: Understanding how ego can affect decision-making.
  • And more

Episode 001

Episode 002

Episode 003

Episode 006

Catch-Up with Casey Harrison to Learn More