The Buyer's Boardroom

← The Buyer's Boardroom11 apr 2025 · 1 u 17 min

10 Things That Make Your Baby Ugly with Jason Gordo from Modern Wealth Management

10 Things That Make Your Baby Ugly with Jason Gordo from Modern Wealth Management11 apr 20251 u 17 min

<p>In this thought-provoking episode of The Buyer&#39;s Boardroom, Allen Darby and Jacqueline Martinez discuss &quot;10 Things That Make Your Baby Ugly&quot; – 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&#39;s valuation and appeal. This episode provides crucial guidance for RIA owners looking to maximize their firm&#39;s attractiveness and ensure a successful M&amp;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>