008: The Elements of a Deal

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

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This episode is 32 minutes long.

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This episode was published on July 29, 2025.

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