Yearly Archives :

2021

Five Stages of Small Business Growth

150 150 Brian Lauzon

Regardless of industry, companies follow remarkably similar paths as they grow.

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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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Run your RIA Like it’s For Sale

150 150 Brian Lauzon

All of the factors that potential acquirers expect or value are the same as those that will benefit your firm’s owners and employees today.

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