Monthly Archives :

January 2021

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…

read more

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.

read more