InCap Group

Insights on Investment Industry M&A

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

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

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InCap Represents Women-focused, Lumina Financial, in its Sale to Cerity Partners

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An exciting partnership founded on a mutual commitment to supporting women in transition.

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InCap Represents McGervey Wealth Management in its sale to Mariner Wealth Advisors

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With the completion of this deal, InCap is pleased to have closed another record year for the firm.

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Closing a Deal Before Capital Gains Rates Increase

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It’s the after-tax proceeds that count.

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Five Reasons an Investment Banker Pays for Itself

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Investment bankers and financial planners add value in similar ways

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Buy, Sell or Hold: Three RIA Growth Strategies

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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

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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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