10 Reasons We Said YES to a Deal (A Buyer’s Perspective)
The Modcast | Episode 006
In episode six of The Modcast, hosted by Gary Roth and Jason Gordo, they discuss 10 reason they said yes to a deal, a buyer’s perspective.
Episode Highlights:
- Cultural Fit: The importance of aligning values and the “dinner test” for assessing compatibility.
- Business Model Alignment: Ensuring the business model fits with financial planning, tax engagement, and investment management.
- Control Sharing: The necessity of a shared control experience between buyers and sellers.
- Brand and Platform Adoption: The significance of adopting a unified brand and integrating into the existing platform.
- Equitizing the Next Generation: The need to incentivize and involve the next generation in the business.
- Focus on Core Strengths: Reducing noise by eliminating non-core activities and focusing on client engagement and problem-solving.
- And more
Catch-Up with Casey Harrison to Learn More