2021

Brian Lauzon
May 27, 2021

Closing a Deal Before Capital Gains Rates Increase

https://f3bc90.p3cdn1.secureserver.net/wp-content/themes/fildisi/images/empty/thumbnail.jpg 150 150 Brian Lauzon Brian Lauzon https://secure.gravatar.com/avatar/d60251a2687f4995104725e15b72f7f4?s=96&d=mm&r=g May 27, 2021 May 27, 2021

It’s the after-tax proceeds that count.

Brian Lauzon
March 31, 2021

Five Reasons an Investment Banker Pays for Itself

Investment bankers and financial planners add value in similar ways

Brian Lauzon
February 27, 2021

Buy, Sell or Hold: Three RIA Growth Strategies

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

Brian Lauzon
January 27, 2021

Webinar: The Role of an Investment Banker

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…

Brian Lauzon
January 9, 2021

Run your RIA Like it’s For Sale

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.

Closing a Deal Before Capital Gains Rates Increase

Five Reasons an Investment Banker Pays for Itself

Buy, Sell or Hold: Three RIA Growth Strategies

Webinar: The Role of an Investment Banker

Run your RIA Like it’s For Sale

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