M&A

InCap’s Jim Tennies Debunks Five Myths of Wealth Management M&A

150 150 Brian Lauzon

Recently InCap Group’s president, Jim Tennies sat down with Advisorpedia to discuss “Five Myths of Wealth Management M&A.”

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Closing a Deal Before Capital Gains Rates Increase

150 150 Brian Lauzon

It’s the after-tax proceeds that count.

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Five Reasons an Investment Banker Pays for Itself

150 150 Brian Lauzon

Investment bankers and financial planners add value in similar ways

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Buy, Sell or Hold: Three RIA Growth Strategies

150 150 Brian Lauzon

There is a growing chorus contemplating the perennial strategic question: “Is what got me here going to be what can get me there?”

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Webinar: The Role of an Investment Banker

150 150 Brian Lauzon

Deciding to purchase or sell an advisory firm is one of the most important decisions an owner will make in their career. And in most cases, owners embark on this…

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