
← The Buyer's Boardroom11 apr 2025 · 1 u 17 min
10 Things That Make Your Baby Ugly with Jason Gordo from Modern Wealth Management
<p>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. </p><p>To cap it off, Allen sits down with Jason Gordo of Modern Wealth Management to get his take as an experienced acquirer.</p><p>Join the Conversation: We invite you to share your thoughts on this approach. Email your reactions to <a href="mailto:boardroom@alarisacquisitions.com">boardroom@alarisacquisitions.com</a>. </p><p><br></p>